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: Schedule and dispatch the first job
A dispatcher can create a realistic job without leaving the operational workflow.
Tutorial 2: Approve a leave request
Managers understand the approval path and the downstream scheduling impact.
Tutorial 3: Complete work and prepare billing
Operational completion and billing review follow one traceable path.
Tutorial 4: Add a new resource with skills
Resource capacity becomes searchable and schedulable without manual notes.
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.