Before you start
- Employees or crew members are already invited.
- You know which training items matter for the role.
What you'll do
You will create a simple training path so team members know what to complete and owners can see progress.
Do this
- 1
Open Training & Team
Go to Settings, then Training & Team, or open the training report.
- 2
Choose a role or team member
Start with the people who need the same field or office process.
- 3
Add required items
Include onboarding, safety, customer communication, job status, photos, notes, and route procedures as needed.
- 4
Review progress
Use training reports to see who is complete, overdue, or ready for the next skill.
Make training practical
Use short, role-specific training items tied to real work. Long generic lists are harder for crews to finish and harder for owners to trust.
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