Guided walkthrough
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.
Lesson 3 of 15
Team members and skills
Invite your team, give them work schedules, and tag the skills that decide who can take which job.
Lesson 4 of 15
Resources and equipment
Put your vans and machines in the system so jobs can't double-book them.
Lesson 6 of 15
Services and pricing
Define a service once, with its duration, price, required skills, equipment, and stock, and scheduling gets smart.
Lesson 7 of 15
Schedule and dispatch a job
Book a job in under a minute: Flowdexa checks who's qualified, who's free, and what gear is available.
Training steps
Run these in a test workspace, then repeat them with the manager or operator who owns the workflow.
- 1Add a resource — under Resources, create a type (Vehicle) and add Van 04 with its availability window.
- 2Add a team member — invite Olivia M., set their role, and attach a work schedule.
- 3Add a service — create Premium facility cleaning with its duration, a required skill, a required resource, and its task checklist.
- 4Create the job — in Jobs, book Circular Quay Tower + Premium facility cleaning for 08:30, assigning Olivia M., Van 04, and Floor machine A.
- 5Let the conflict check confirm the people and equipment are free, and review the service tasks on the job.
- 6Move the job Draft → Confirmed → Dispatched — the assigned crew is notified.
- 7Open the Schedule view and confirm the job shows as In progress.
Success criteria
You're done when…
You've created the core records and put a real, conflict-checked job on the board.