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Search setup guides, product explanations, integrations, billing, security, and everything else you need to use Vadio.
Getting started with Vadio
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Create your Vadio account
Learn how to register your business, verify your account, and sign in to Vadio for the first time.
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Set up your company profile
Add your company details, contact information, branding, and preferences before inviting your team.
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Complete your onboarding
Follow the essential setup steps to prepare your workspace and start managing daily work with Vadio.
Subscription & account settings
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Manage your subscription
View your current plan, explore available add-ons, and update your Vadio subscription when your needs change.
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Update your account details
Change your personal information, password, language, notification preferences, and other account settings.
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Add and manage employees
Invite employees, assign roles, update permissions, and remove access when a team member leaves.
Video call
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Start an instant video call
Create a video call immediately and send the customer a secure link to join without downloading an app.
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Schedule a video call
Choose a date and time, add participants, select a checklist, and send the customer an invitation.
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Join and manage a call
Learn how to join a scheduled call, manage participants, control your camera, and use call tools.
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Capture details during a call
Take screenshots, document findings, and complete checklist items while the customer shows you the issue.
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Access recordings and summaries
Review completed calls, watch recordings, and find important details in the call history and summary.
Sales & CRM
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Add a new customer
Create a customer with contact details, address, and notes so the whole team works from the same information.
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Track leads and deals
Move leads through your pipeline, log calls and follow-ups, and see which deals need attention next.
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Send an offer
Build an offer from your price list, send it to the customer, and follow it until it is accepted.
Inspection
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Run an inspection on site
Open a checklist on your phone, record findings with photos, and mark each point as you go.
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Build an inspection checklist
Create reusable checklists with sections, required fields, and photo points for each type of job.
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Share an inspection report
Turn a finished inspection into a report and send it to the customer or your office.
How Vadio works
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How Vadio fits your day
See how a job moves from first contact to finished report, and where video calls and inspections come in.
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Jobs, customers, and calls
Understand how Vadio links each video call and inspection to a customer and a job, so nothing gets lost.
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Roles and permissions explained
Learn what admins, office staff, and field technicians can see and do in Vadio.
Integrations
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Connect Tripletex
Link Vadio to Tripletex so customers, offers, and invoices stay in step without typing them twice.
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Sync your calendar
Connect Google or Outlook so scheduled video calls and site visits show up in your calendar.
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Manage connected apps
See which integrations are on, reconnect one that has expired, or switch an integration off.
Security & data
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How Vadio keeps your data safe
Read how Vadio protects video, photos, and customer details, and who in your company can see them.
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GDPR and customer consent
Learn how to ask a customer’s consent before recording, and how to answer a request for their data.
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Export or delete your data
Download your company’s data, or ask us to delete it if you leave Vadio.
Dashboard
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Find your way around
Get to know the main menu, today’s overview, and the shortcuts you will use most.
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Read your activity overview
Follow calls, inspections, and open jobs at a glance, and spot what needs your attention today.
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Customise your dashboard
Choose which widgets you see, put them in your order, and set your default view.
Vadio app
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Install the Vadio app
Download Vadio for iPhone or Android and sign in with your company account.
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Use Vadio on site
Take photos, complete checklists, and join video calls from your phone while you are on the job.
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Work with poor coverage
Keep working where the signal is weak; the app sends your findings once you are back online.
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