Video Training Library

Short how-to videos for every part of the app — for owners, office staff and technicians. New videos are added here as they're published.

Series 1 — Getting Started (owner/manager)

Coming soon

1. Setting Up Your Company

Onboarding: company details, logo, branding, vehicles.

Coming soon

2. Inviting Your Team

Inviting office staff and techs, the /join link, setting roles.

Coming soon

3. Branded Customer Reports

Settings: logo, accent color, footer, email message.

Coming soon

4. Plans, Billing & Usage

Choosing a plan, billing cycle, usage limits.

Series 2 — Manager Hub

Coming soon

5. Dashboard Overview

The daily numbers and what they tell you.

Coming soon

6. Reviewing Service Reports

Reports list, filters, PDF download, emailing a report to a customer.

Coming soon

7. Quality Control

Approving reports, flagging callbacks.

Coming soon

8. The Deficiency Pipeline

Tech report → customer email → approved → scheduled → paid.

Coming soon

9. Callbacks & Costs

Logging deductions tied to callbacks.

Coming soon

10. Pay & Incentives

Viewing tech pay, manager verification.

Coming soon

11. Fleet

Vehicles and reviewing pre/post-trip inspections.

Coming soon

12. Tools & Supplies

Tool checkout, turn-in with photo proof, marking lost.

Coming soon

13. Receipts

Viewing expense receipts submitted by techs.

Coming soon

14. People & Customers

Employee records, customer media library, hub access.

Coming soon

15. Notifications & Team Broadcasts

Alert feed, sending messages, recipient settings.

Coming soon

16. Compliance & Training

SOP library, assigning SOP training, verifying completion.

Series 3 — Safety Vault

Coming soon

17. Safety Vault Overview

What's included, the disclaimer.

Coming soon

18. Safety Documents

Adopting master templates, publishing, requiring acknowledgments.

Coming soon

19. Weekly Toolbox Talks

Scheduling and tracking.

Coming soon

20. Managing Incidents & Stop-Works

Review, corrective actions, closing out.

Coming soon

21. Equipment Inspections

Form types, failures, out-of-service returns.

Coming soon

22. Training Matrix

Assigning modules, quiz scores, retraining dates.

Series 4 — Technician Portal (field)

Coming soon

23. Clocking In & Your Portal Home

Clock in/out, geofence warnings, shift tiles.

Coming soon

24. Completing a Service Report

The step form, photos/video, signature, submitting.

Coming soon

25. Reporting a Deficiency

Turning findings into revenue.

Coming soon

26. Vehicle Inspections

Pre/post-trip flows.

Coming soon

27. Submitting Receipts

Snapping and turning in expense receipts.

Coming soon

28. Using the Safety Vault in the Field

JSA, stop-work, incident, toolbox talk of the week.

Coming soon

29. Reporting an Absence

Alerting managers you won't be in.

Series 5 — Sales & Audience-Facing

Coming soon

30. Pricing & Free Trial

Landing-page walkthrough.

Coming soon

31. Quote Calculator

The $27 one-time tool.

Coming soon

32. Platform Control

Internal, for platform admins only.