Role-Based Onboarding

Use this path to train each role on the workflows they use most.

Owner and manager

• Start with Reporting and Dashboards
• Then review Settings and Administration

Dispatcher and office operations

• Start with Scheduling and Dispatch
• Then review Customers and CRM
• Then review Invoicing and Payments

Finance and billing

• Start with Invoicing and Payments
• Then review Integrations

Sales-focused users

• Start with Sales and Growth
• Then review Customers and CRM

Field and mobile-first users

• Start with Mobile App
• Then review Scheduling and Dispatch