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Publish training and SOPs to your crews

Publish documents, videos, links, checklists, and acknowledgements to all crews, a crew, a role, or one employee, with required completion and owner sign-off.

Article details and last review
Owner/AdminSettings & Company Setup3 minutesUpdated Sep 23, 2026Current instructions
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What you'll do

Crews see modules under More → Training in the app and must complete required ones; Crew Scorecards and the Training & Team report show completion.

Do this

  1. 1

    Settings → Training & Team → Add Training Module

    Type: Document, Video, or Link. Target: All crews, a crew, a role, or an employee. Add an Acknowledgement (must confirm they read it) or a Checklist (steps to tick).

  2. 2

    Options

    Publish to crew, Require completion, Require owner signoff, Module is active. Save Module.

  3. 3

    Attach to services

    In Products & Services, link modules under Training & SOPs so they surface on jobs that use that service.

  4. 4

    Sign off

    Pending signoff shows on this page and in the report; approve from either.

Training & Team Development

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Reports

Training & Team report

Assigned, overdue, and pending-signoff training across crews and employees.

Open articleCrew App

See your work history and profile

Work History lists the jobs you completed with time, photos, and notes; Profile shows your details; Training holds SOPs and checklists assigned to you.

Open articleGetting Started

Add your services and products

Build the price book that quotes, jobs, and invoices pull from: names, default prices, internal cost, tax exemption, equipment, field instructions, and checklists.

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Crew Scorecards & Leaderboards

Crew KPIs for a date range: completed jobs, completed revenue, hour variance, on-time arrival, closeout completion, equipment readiness, training completion.

Open articleGetting Started

Set up your business details and branding

Enter your company address in Company Profile, then set the name, logo, colors, and public contact details customers see in Documents & Branding.

Open articleSettings & Company Setup

Scheduling settings

Settings → Scheduling sets the defaults the job wizard and calendar use: default job duration, business hours, and the first day of the week.

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