Guides
How to do anything on Plumso
Short guides, in plain words, for business owners and for the web designers who build for them.
For business owners
Your website, your customers and getting paid.
Getting started
- Your first day after publishingWhat happens when your website goes live, and the five things worth doing first.
- Ask Plumso: getting things done by askingWhat Plumso can do for you when you ask in plain words, and how to undo it.
- Plumso on your phone, with alertsInstall Plumso like an app and get new leads and bookings as phone alerts.
Your website
- Editing your websiteTap to change words and photos, change the look, try a new design, and undo anything.
- Pages, services and areasHow your pages are made, adding a service or a town, and moving a page without losing visitors.
- PhotosUploading your own photos, putting them on your website, and clearing out the rest.
- Projects: showing your past jobsTurning a finished job into its own page with before-and-after photos and the customer's words.
- Your blogWriting posts yourself or with Plumso, and the articles written for you on Scale.
- Your own web address (domain)Buying a domain inside Plumso, or connecting one you already own.
- Showing up on GoogleWhat Plumso does for search on its own, what helps most, and what to expect.
Customers and leads
- Leads and your pipelineWhere every inquiry lands, the six stages, and keeping track of who to follow up with.
- The inbox: every conversation in one placeOne thread per person, whatever way they got in touch, and replying from it.
- Bookings and your hoursLetting customers book a time on your website, and managing the calendar.
- Automations: follow-ups that send themselvesReady-made follow-ups for leads, quotes, bookings and reviews, and how to switch one on.
For web designers and agencies
Plumso Studio: finding clients, building their websites, and running them.
Getting started
- Getting started with StudioThe trial, setting up your studio, and building your first client website.
- Building a website for a clientThe three ways to start a website, picking a template, and what happens while it builds.
- TemplatesBrowsing the template library, starting from one, and changing a client's template.
- Plumso on your phone, with alertsInstall Plumso like an app and get new leads and bookings as phone alerts.
Winning clients
- Finding businesses to pitchSearching Google for businesses with no website or an old one, and building theirs in one go.
- Sharing a preview and reading feedbackThe preview link, what your client sees, approvals and change requests, and view counts.
- Your clients and their stagesThe six stages from Draft to Live, which ones move by themselves, and keeping notes and fees.
Running clients
Getting paid
Your studio
- Your brand: what your clients seeSetting your name, logo, color and reply email, and everywhere they appear.
- Ask Plumso, for your studioGetting help with who to follow up, what to say and what to charge.
- Your Studio plan and cancelingYour card and invoices, canceling during or after the trial, and what happens to client websites.
- Adding your teamInviting people to your account and what each role can do.
- Getting helpHow to reach a real person, and what we can do for you.
Start now
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