Foundation · 6 lessons · 1 video · about 37 minutes
Getting started with Pulse
A practical walk through Pulse, from setting up your practice and connecting email to running projects by RIBA stage, issuing drawings for approval and inviting clients to their portal.
For: Practices setting up Pulse, and everyone on the team who will use it day to day
This course is the product training for Pulse. It follows the order most practices go through: set up, settle into a daily routine, run a project, then bring in clients.
Pulse does a lot of drafting and organising for you. It files email to projects, suggests the projects it finds, pulls decisions and actions out of meeting notes, and drafts replies and client updates. It never sends anything on its own. A person always reviews, edits and presses send.
Each lesson describes what Pulse does today. Where something is still coming soon, we say so.
The screenshots in this course show a fictional demo practice, not real clients or projects.
Six lessons, about forty minutes in total. You can work through them with Pulse open alongside.
Lessons
- 01 Setting up your practiceFrom your onboarding link to a practice with its projects confirmed by RIBA stage and the team invited. ▶ 2:50 · exerciseFree
- 02 Your daily rhythm: dashboard, My Day, inbox and meetingsA simple daily routine in Pulse, from the morning dashboard to filed email and meeting notes that turn into decisions and actions. 7 min read · exercise
- 03 Projects, stages, fees and variationsHow Pulse builds a project from a fee letter, tracks each RIBA stage and its fee, logs variations and flags risk before it costs you. 8 min read · exercise
- 04 Documents, drawings and approvalsHow the drawing register, versioning and two-step approvals work in Pulse, and how to issue a drawing for approval. 6 min read · exercise
- 05 The client portalWhat clients see in their portal, what they never see, and how to invite them well. 7 min read · exercise
- 06 Report a problem, and checking the AIHow to report a bug, question or idea so it gets fixed quickly, and the habits that keep you in control of everything Pulse drafts. 6 min read · exercise