Product guide
Guided walkthroughs
Step-by-step training paths for owners, managers, front desk teams, dispatchers, and finance users learning the first workflows before going live.
First-week training plan
Each walkthrough lives on its own page so managers can train one workflow at a time.
Tutorial 1: Set up and schedule your first job
You've created the core records and put a real, conflict-checked job on the board.
Tutorial 2: Request and approve leave
The team can request time off, and managers decide it with full coverage context.
Tutorial 3: Run payroll
Completed work turns into a reviewed, exportable payroll run without re-keying hours.
Tutorial 4: Set up an AI agent
An agent handles routine work on a schedule while every change still passes through a human.
Walkthrough video
First-week training overview
A short training video for managers, front desk teams, dispatchers, and finance users.
Already set up?
Jump straight into daily workflows — schedule and dispatch jobs, approve leave, complete services, and review payroll.