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Nubeso Tutorials

Step-by-step guides to help you master Nubeso and grow your business. From setup to advanced features, we've got you covered.

Beginner5 min

Setting Up Your Nubeso Account

Learn how to create your account, set up your business profile, and configure initial settings.

View 8 Steps
  1. Visit nubeso.com and click "Get Started" or "Sign Up"
  2. Enter your email address and create a secure password
  3. Verify your email address by clicking the link sent to your inbox
  4. Complete your business profile (business name, type, location)
  5. Choose your preferred language (English or Spanish)
  6. Set your timezone and currency preferences
  7. Invite team members (optional)
  8. Explore the dashboard and start using Nubeso!
getting startedStart Tutorial
Beginner10 min

Configuring Your Business Settings

Set up your business information, locations, tax settings, and preferences.

View 8 Steps
  1. Navigate to Settings from the main navigation
  2. Update your business information (name, address, phone, website)
  3. Select your business type (restaurant, retail, services, real estate, etc.)
  4. Add business locations if you have multiple locations
  5. Configure tax settings and rates for your region
  6. Set up your business hours for each location
  7. Upload your business logo for invoices and branding
  8. Configure notification preferences for your team
getting startedStart Tutorial
Beginner8 min

Creating Your First Invoice

Step-by-step guide to create, customize, and send your first professional invoice.

View 9 Steps
  1. Go to the Billing section from the navigation menu
  2. Click the "New Invoice" button
  3. Select a client from your list or add a new client
  4. Add line items (products/services) with descriptions and prices
  5. Set the invoice due date and payment terms
  6. Add any applicable taxes or discounts
  7. Preview the invoice to ensure everything looks correct
  8. Send the invoice via email or download as PDF
  9. Track payment status from the Billing dashboard
billing invoicesStart Tutorial
Intermediate15 min

Using the Point of Sale (POS) System

Complete guide to using the POS terminal for restaurants and retail businesses.

View 12 Steps
  1. Access the POS from the main navigation or /pos URL
  2. Select your location if you have multiple locations
  3. Browse the menu/product catalog or search for items
  4. Add items to the current order by clicking on them
  5. Adjust quantities using the + and - buttons
  6. Add special instructions or modifiers for each item
  7. Review the order summary and total amount
  8. Click "Checkout" to proceed to payment
  9. Select payment method (card, cash, or mixed payment)
  10. Process the payment through Stripe Terminal
  11. Print receipt or send digitally to customer
  12. View order in the Kitchen Display System (for restaurants)
pos retailStart Tutorial
Intermediate12 min

Managing Inventory and Stock Levels

Learn how to track products, manage stock, and set up low-stock alerts.

View 12 Steps
  1. Navigate to the Inventory or Products section
  2. Click "Add Product" to create a new item
  3. Enter product details (name, SKU, category, price)
  4. Set initial stock quantity and unit of measure
  5. Upload product images for easy identification
  6. Set low-stock threshold for automatic alerts
  7. Configure inventory tracking by location (if applicable)
  8. Record stock adjustments when receiving new inventory
  9. Use the Purchases section to track vendor orders
  10. View real-time stock levels from the dashboard
  11. Generate inventory reports to analyze usage patterns
  12. Set up automatic stock deduction for POS orders
inventory productsStart Tutorial
Intermediate10 min

Project and Task Management

Organize projects, assign tasks to team members, and track progress.

View 12 Steps
  1. Go to the Projects section from the navigation
  2. Click "New Project" to create a project
  3. Enter project details (name, description, deadline)
  4. Link the project to a client (optional)
  5. Invite team members to collaborate on the project
  6. Create tasks within the project
  7. Assign tasks to specific team members
  8. Set task priorities (low, medium, high, urgent)
  9. Add task descriptions and attach files
  10. Track task progress and mark tasks as complete
  11. Use the project timeline to visualize deadlines
  12. Generate project reports for clients or stakeholders
projects tasksStart Tutorial
Advanced20 min

Setting Up Stripe Payment Integration

Connect Stripe to accept online payments, view balances, and manage transactions.

View 13 Steps
  1. Create a Stripe account at stripe.com if you don't have one
  2. Complete Stripe account verification (business details, bank account)
  3. In Nubeso, go to Settings > Integrations
  4. Click "Connect Stripe" and authorize the connection
  5. Configure your Stripe settings (currency, payment methods)
  6. Set up Stripe Terminal for in-person POS payments (optional)
  7. Create your first payment link or invoice checkout
  8. Test payments in Stripe test mode before going live
  9. Switch to live mode when ready to accept real payments
  10. View Stripe balance from the Nubeso dashboard
  11. Track all transactions in the Billing section
  12. Set up automatic invoice payment reminders
  13. Configure webhooks for payment status updates
integrationsStart Tutorial
Intermediate8 min

Using the AI Business Assistant

Leverage AI to get insights, generate content, and manage your business smarter.

View 10 Steps
  1. Access the AI Assistant from the chat icon in the navigation
  2. Ask questions about your business data (e.g., "Show me this month's revenue")
  3. Request invoice generation with natural language
  4. Get smart recommendations for pricing and inventory
  5. Ask for help with specific features or navigation
  6. Use AI to categorize expenses automatically
  7. Generate cash flow forecasts and financial predictions
  8. Get payment reminder suggestions for overdue invoices
  9. Ask for reports and analytics in conversational language
  10. Use context-aware suggestions during your workflow
getting startedStart Tutorial
Beginner7 min

Tracking Billable Hours and Team Time

Track time for projects, convert hours to invoices, and manage team productivity.

View 12 Steps
  1. Go to the Time Tracking section
  2. Click "Start Timer" to begin tracking time
  3. Select the project and task you're working on
  4. Add a description of the work being done
  5. Let the timer run while you work
  6. Click "Stop" when you finish the task
  7. Review and edit time entries if needed
  8. Mark time entries as billable or non-billable
  9. Generate timesheets for team members
  10. Convert billable hours directly to invoices
  11. View time reports by project, client, or team member
  12. Set hourly rates for different team members or tasks
billing invoicesStart Tutorial
Intermediate30 min

Complete Setup for Restaurants

End-to-end guide for restaurant owners to set up POS, menu, kitchen display, and more.

View 15 Steps
  1. Set your business type to "Restaurant" during account setup
  2. Create your menu in the Menu Management section
  3. Organize items into categories (Appetizers, Entrees, Desserts, Drinks)
  4. Add item modifiers (size, temperature, add-ons, etc.)
  5. Set up multiple locations if you have them
  6. Configure kitchen stations and printers
  7. Enable the Kitchen Display System (KDS) for order management
  8. Set up Stripe Terminal for payment processing
  9. Create employee accounts for servers and kitchen staff
  10. Configure table management for dine-in service
  11. Enable tip collection and splitting
  12. Set up shift reports for daily reconciliation
  13. Configure receipt printing and email options
  14. Test a complete order flow from POS to kitchen to payment
  15. Train your staff on using the system
pos retailStart Tutorial
Intermediate25 min

Complete Setup for Retail Stores

Comprehensive guide for retail businesses to manage inventory, sales, and customers.

View 15 Steps
  1. Set your business type to "Retail" during account setup
  2. Import or manually add your product catalog
  3. Set up product categories and SKUs for organization
  4. Configure inventory tracking by location
  5. Set initial stock quantities for all products
  6. Enable barcode scanning for quick checkout
  7. Set up the POS system for retail transactions
  8. Configure tax rates for your region
  9. Create customer accounts in the CRM
  10. Set up loyalty programs or discounts (if applicable)
  11. Configure receipt printing with your branding
  12. Enable inventory alerts for low-stock items
  13. Set up vendor management for purchase orders
  14. Train staff on POS and inventory management
  15. Test the complete sales and inventory flow
pos retailStart Tutorial
Advanced35 min

Real Estate CRM and Lead Management

Set up Nubeso for real estate professionals to manage properties, leads, and showings.

View 16 Steps
  1. Set your business type to "Real Estate" during setup
  2. Import your property listings into the Properties section
  3. Add property details (address, price, features, images)
  4. Set up property status tracking (available, pending, sold)
  5. Create lead profiles in the Leads section
  6. Track lead sources (website, referral, walk-in, etc.)
  7. Set up lead scoring and qualification criteria
  8. Configure automated follow-up reminders
  9. Match leads with suitable properties using AI suggestions
  10. Schedule property showings from the calendar
  11. Track showing feedback and buyer interest
  12. Manage offers and negotiation status
  13. Generate property marketing materials
  14. Create commission-based invoices for closed deals
  15. Use the virtual office for team collaboration
  16. Generate analytics on property performance and lead conversion
clients crmStart Tutorial
Intermediate20 min

Professional Services and Consulting

Configure Nubeso for service-based businesses, consultants, and agencies.

View 15 Steps
  1. Set your business type to "Professional Services" or "Consulting"
  2. Create client profiles with detailed contact information
  3. Set up service packages or hourly rate structures
  4. Configure project templates for common service types
  5. Enable time tracking for billable hours
  6. Create retainer agreements and recurring invoices
  7. Set up project milestones and deliverables
  8. Use file management to share documents with clients
  9. Configure client portal access for transparency
  10. Set up proposal and contract generation
  11. Track project profitability by comparing time vs. revenue
  12. Use the AI assistant to draft project scopes
  13. Generate professional invoices with detailed time breakdowns
  14. Set up automated payment reminders
  15. Create monthly reports for clients showing progress and value
projects tasksStart Tutorial
Beginner10 min

CRM and Client Management

Master client relationship management, track interactions, and build stronger customer relationships.

View 12 Steps
  1. Navigate to the Clients or CRM section
  2. Click "Add Client" to create a new client profile
  3. Enter client information (name, company, email, phone)
  4. Add detailed notes about the client and their preferences
  5. Tag clients by category (VIP, new, prospect, etc.)
  6. Link clients to their invoices and projects
  7. Track communication history and interactions
  8. Set reminders for follow-ups and meetings
  9. Segment clients for targeted communications
  10. Export client lists for marketing campaigns
  11. View client lifetime value and purchase history
  12. Use AI suggestions to identify upsell opportunities
clients crmStart Tutorial
Intermediate12 min

File Management and Cloud Storage

Organize documents, share files with your team, and leverage IPFS for decentralized storage.

View 12 Steps
  1. Access the Files section from the main navigation
  2. Create folders to organize documents by project or client
  3. Upload files by dragging and dropping or using the upload button
  4. Add file descriptions and tags for easy searching
  5. Share files with specific team members or clients
  6. Set file permissions (view only, edit, download)
  7. Preview files directly in the browser without downloading
  8. Version control: Track file changes and restore previous versions
  9. Enable IPFS upload for decentralized, permanent storage
  10. Generate shareable links with expiration dates
  11. Monitor file access and download statistics
  12. Integrate files with projects, invoices, and client profiles
files storageStart Tutorial
Advanced18 min

Web3 and Cryptocurrency Payments

Accept crypto payments, manage digital wallets, and leverage blockchain technology.

View 14 Steps
  1. Navigate to Web3 settings in your account
  2. Connect your MetaMask or compatible Web3 wallet
  3. Add cryptocurrency payment methods (ETH, USDC, etc.)
  4. Configure crypto wallet addresses for receiving payments
  5. Enable crypto payment options on invoices
  6. Send crypto invoices with QR codes for easy payment
  7. Track crypto transactions and conversion rates
  8. View real-time balance of your crypto wallets
  9. Set up automatic conversion to fiat currency (optional)
  10. Use IPFS for permanent document storage
  11. Accept NFTs as payment or collateral
  12. Generate blockchain-verified receipts
  13. Integrate with DeFi platforms for financial services
  14. Export crypto transaction history for tax reporting
web3 cryptoStart Tutorial
Intermediate14 min

Employee and Team Management

Manage your team, assign roles, track performance, and collaborate effectively.

View 14 Steps
  1. Go to Employees or Team section
  2. Add employee profiles with contact information
  3. Assign roles and permission levels (Admin, Manager, Staff)
  4. Set hourly rates or salaries for payroll tracking
  5. Create employee schedules and shifts
  6. Track employee hours worked and time off
  7. Assign employees to specific locations or departments
  8. Monitor employee performance metrics
  9. Set up employee access to specific features
  10. Enable employee self-service portal
  11. Track employee commissions and bonuses
  12. Generate employee performance reports
  13. Manage employee onboarding and offboarding
  14. Configure employee notifications and alerts
team employeesStart Tutorial
Intermediate11 min

Deals and Sales Pipeline Management

Track deals, manage your sales pipeline, and close more business with organized workflows.

View 14 Steps
  1. Access the Deals section from navigation
  2. Create a new deal with client and opportunity details
  3. Set deal value, expected close date, and probability
  4. Assign deals to specific team members
  5. Move deals through pipeline stages (Lead, Qualified, Proposal, Negotiation, Closed)
  6. Add notes and activities to track deal progress
  7. Attach relevant documents and proposals
  8. Set reminders for follow-up tasks
  9. Track deal source and attribution
  10. View pipeline visualizations and forecasts
  11. Generate deals won/lost reports
  12. Analyze conversion rates by stage
  13. Link deals to projects and invoices when won
  14. Use AI insights to prioritize high-value deals
clients crmStart Tutorial
Intermediate13 min

Reports and Business Analytics

Generate comprehensive reports, analyze business performance, and make data-driven decisions.

View 14 Steps
  1. Access Reports or Analytics from the dashboard
  2. Select report type (Financial, Sales, Inventory, Team, etc.)
  3. Choose date range for the report (daily, weekly, monthly, custom)
  4. Apply filters by location, employee, client, or product
  5. View key metrics: Revenue, expenses, profit margins
  6. Analyze sales trends and patterns
  7. Monitor inventory turnover and stock levels
  8. Track team productivity and billable hours
  9. Generate profit and loss statements
  10. View cash flow reports and forecasts
  11. Export reports as PDF or Excel for sharing
  12. Schedule automatic report generation and delivery
  13. Create custom dashboards with your favorite metrics
  14. Use AI-powered insights to identify opportunities
reports analyticsStart Tutorial
Beginner9 min

Team Collaboration and Virtual Office

Collaborate with your team in real-time, share resources, and work together seamlessly.

View 12 Steps
  1. Access the Virtual Office or Collaboration section
  2. Set up team channels for different projects or departments
  3. Share updates and announcements with your team
  4. Use @mentions to notify specific team members
  5. Share files and documents within team channels
  6. Create and assign tasks to team members
  7. Set up virtual meetings and video calls
  8. Use the shared calendar for team scheduling
  9. Track team activity and engagement
  10. Create knowledge base articles for your team
  11. Enable real-time notifications for important updates
  12. Use the activity feed to stay informed on project progress
team employeesStart Tutorial
Beginner6 min

Using Nubeso on Mobile Devices

Access Nubeso features on the go with mobile-optimized interface and progressive web app.

View 14 Steps
  1. Open your mobile browser (Safari, Chrome, etc.)
  2. Navigate to nubeso.com and log in
  3. Add Nubeso to your home screen for quick access
  4. Use the responsive mobile interface for all features
  5. Access POS for mobile checkout and payments
  6. Scan barcodes using your phone camera
  7. Create and send invoices from your phone
  8. Check dashboard metrics on the go
  9. Respond to client messages and notifications
  10. Update project status and task completion
  11. Track time using the mobile timer
  12. Access files and documents from anywhere
  13. Receive push notifications for important events
  14. Use offline mode when internet is unavailable
getting startedStart Tutorial
Advanced16 min

Third-Party Integrations Setup

Connect Nubeso with other tools and services you use to streamline your workflow.

View 14 Steps
  1. Navigate to Settings > Integrations
  2. Browse available integrations (Stripe, Zapier, QuickBooks, etc.)
  3. Click "Connect" on the integration you want to set up
  4. Authorize Nubeso to access the third-party service
  5. Configure integration settings and sync preferences
  6. Set up Stripe for payment processing
  7. Connect accounting software for automatic bookkeeping
  8. Integrate email marketing platforms
  9. Link calendar apps for scheduling
  10. Connect cloud storage services
  11. Set up webhooks for custom integrations
  12. Test integration to ensure data is syncing correctly
  13. Monitor integration activity and logs
  14. Troubleshoot connection issues if they arise
integrationsStart Tutorial
Advanced30 min

Construction and Contracting Business

Set up Nubeso for construction companies to manage projects, materials, and subcontractors.

View 15 Steps
  1. Set business type to "Construction" or "Contracting"
  2. Create project templates for common job types
  3. Set up material and equipment inventory tracking
  4. Add subcontractor profiles with contact and payment info
  5. Create detailed project timelines and milestones
  6. Track labor hours by project and crew
  7. Manage change orders and scope adjustments
  8. Upload blueprints and project plans to file storage
  9. Generate progress invoices based on milestones
  10. Track project expenses and material costs
  11. Monitor project profitability in real-time
  12. Schedule inspections and permit tracking
  13. Generate job cost reports for clients
  14. Use photo documentation for project progress
  15. Create punch lists for project completion
projects tasksStart Tutorial
Advanced28 min

Healthcare and Medical Practice

Configure Nubeso for healthcare providers, clinics, and medical practices.

View 15 Steps
  1. Set business type to "Healthcare" or "Medical Practice"
  2. Set up patient management system with privacy controls
  3. Configure appointment scheduling with calendar integration
  4. Create service catalog for procedures and consultations
  5. Set up insurance billing and claims tracking
  6. Enable secure patient portal for document sharing
  7. Track patient history and visit notes (ensure HIPAA compliance)
  8. Generate treatment plans and cost estimates
  9. Manage prescription tracking and refills
  10. Set up recurring appointment reminders
  11. Track medical supplies inventory
  12. Generate patient invoices and payment plans
  13. Create reports for insurance reimbursement
  14. Monitor appointment no-shows and cancellations
  15. Ensure all data storage meets healthcare compliance standards
clients crmStart Tutorial
Intermediate22 min

E-Commerce and Online Business

Set up Nubeso for online stores, dropshipping, and digital product sales.

View 15 Steps
  1. Set business type to "E-Commerce" or "Online Store"
  2. Import product catalog with SKUs and descriptions
  3. Set up inventory tracking across warehouses/locations
  4. Configure shipping rates and carrier integration
  5. Enable online payment processing with Stripe
  6. Create product bundles and promotional packages
  7. Set up abandoned cart recovery emails
  8. Track order fulfillment and shipping status
  9. Generate packing slips and shipping labels
  10. Manage returns and refund requests
  11. Set up customer accounts and order history
  12. Create discount codes and promotional campaigns
  13. Monitor product performance and bestsellers
  14. Integrate with marketplaces (Amazon, eBay, etc.)
  15. Generate sales and inventory reports
pos retailStart Tutorial

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