Name: Cadobook
Author: Cadobook

Question 1

How do I get started with Cadobook?

Accepted Answer

After signing up, create your business profile by adding your business name, logo, and contact details. Then you can start creating quotes, invoices, and forms for your customers.

Question 2

Can I use Cadobook on mobile devices?

Accepted Answer

Yes! Cadobook is fully responsive and works on all devices. You can access your dashboard, create quotes, and manage invoices from your phone or tablet.

Question 3

How do I create a new quote?

Accepted Answer

Click on "Quotes" in the sidebar, then click "Create Quote". Add your customer, line items with descriptions and prices, set an expiry date, and send it directly to your customer via email.

Question 4

Can I convert a quote to an invoice?

Accepted Answer

Yes! When a customer accepts a quote, you can convert it to an invoice with one click. All the line items and customer details are automatically transferred.

Question 5

How do I create an invoice?

Accepted Answer

Go to "Invoices" and click "Create Invoice". Add your customer, line items, taxes, and due date. You can send it via email or share a link.

Question 6

How do customers pay invoices?

Accepted Answer

Customers receive an email with a link to view and pay the invoice. They can pay securely online using credit/debit cards through Stripe.

Question 7

What can the AI assistant do?

Accepted Answer

The AI assistant can parse natural language descriptions of work into structured invoice items. Just describe what you did and it will extract line items, quantities, and prices.

Question 8

How do I create a form?

Accepted Answer

Go to "Forms" and click "Create Form". Add a name, then add questions. You can choose from text input, text area, or predefined options for each question.

Question 9

How do I set up booking for my business?

Accepted Answer

Go to "Booking" and enable it in Settings. Set your timezone, business hours, and create services with durations and prices. Your booking page will be available at a unique URL.

Question 10

What are Custom Pages?

Accepted Answer

Custom Pages let you create beautiful landing pages that showcase your business. Add your profile, bio, social links, forms, and booking services all in one shareable link.

Question 11

Can I change the theme of my custom page?

Accepted Answer

Yes! Choose from 6 beautiful themes: Light, Dark, Minimal, Gradient, Ocean, and Sunset. Each theme gives your page a unique look and feel to match your brand.

Question 12

What are Jobs in Cadobook?

Accepted Answer

Jobs help you track work from start to finish. Create a job for each piece of work, add task checklists, assign team members, and track progress through stages like Pending, In Progress, and Completed.

Question 13

Can I create jobs from accepted quotes?

Accepted Answer

Yes! When a quote is accepted, you can create a job directly from it. The customer details and line items are carried over, making it easy to start tracking the work.

Question 14

What are Workflows?

Accepted Answer

Workflows automate repetitive tasks. Set up triggers (like "Quote Accepted") and actions (like "Create Invoice") to run automatically without manual work.

Question 15

What can I automate with workflows?

Accepted Answer

Automate creating invoices from accepted quotes, sending emails when appointments are booked, creating jobs when forms are submitted, and much more. Use conditions for smart branching.

Question 16

What does the Calendar show?

Accepted Answer

The Calendar shows all your appointments and scheduled jobs in a month view. Click on any day to see details of everything scheduled, with color-coded indicators for different types.

Question 17

Can I create events from the calendar?

Accepted Answer

The calendar is a view-only overview. Create appointments through Booking and jobs through Jobs - both will appear on your calendar automatically.

Question 18

What is AI Voice Calls?

Accepted Answer

AI Voice Calls is an intelligent phone assistant that answers calls on your behalf 24/7. It can handle inquiries, capture caller details, and book appointments directly into your calendar.

Question 19

How does AI Voice handle bookings?

Accepted Answer

When a caller wants to book an appointment, the AI checks your availability in real-time, offers suitable slots, and confirms the booking. You receive a summary of every call with key details.

Question 20

What is the Website Chatbot?

Accepted Answer

The Website Chatbot is an AI-powered chat widget you can embed on any website. It uses your knowledge base to answer customer questions automatically, 24/7. Just copy a simple code snippet and paste it into your website.

Question 21

How do I add the chatbot to my website?

Accepted Answer

Go to Chatbot in your dashboard, click the Embed Code tab, and copy the code snippet. Paste it just before the closing tag on any page where you want the chat widget to appear. It works with WordPress, Shopify, Squarespace, and any website.

Question 22

Can I customise how the chatbot looks?

Accepted Answer

Yes! In the Widget settings, you can change the assistant name, welcome message, primary color, and position (bottom-right or bottom-left). The chatbot will match your brand automatically.

Help Center

Explore Features

Quotes

Invoices

AI Assistant

Forms

Booking

Custom Pages

Jobs

Rota

AI Voice Calls

Workflows

Calendar

Website Chatbot

Frequently Asked Questions

Still need help?