Product guide: training

Product guide: training

Every part of the service has a structured training course inside the workspace — the same ground as this help center, taught step by step.

How the academy is organized

There is one course per module — billing, scheduling, projects, stock, workforce, tax, monitoring, and the rest — plus an overall workspace orientation course. Each course is built from ordered sections that take you from first look to confident daily use.

Working through a course

1. Open Training in the portal and pick your course.
2. Sections are ordered — work top to bottom; each builds on the last.
3. Go at your own pace; your progress is saved.

New to the workspace?

Start with the workspace orientation course, then take the courses for the modules your role actually touches. Ten minutes a module is a realistic pace.

Keep it current

Courses are updated alongside the help center when the workspace changes. If a course and reality ever disagree, tell us — "the training says X but the screen shows Y" is a bug report we act on.

Related: How to use this help center, Getting started with your workspace.