Tutorials and getting-started guides
The most common reason software fails to deliver is that nobody taught the team to use it around their actual work. These guides aim to fix that, product by product.
- Getting-started guidance for each product
- Written around the working day, not the feature list
- Genuinely useful for new and experienced users
Choose a product
FieldPro
Setting up teams, jobs and checklists, and dispatching work from the map.
products/field-service-management-software/Leads & Workflow
Capturing enquiries, assigning owners and configuring follow-up cadences.
products/leads-and-workflow-management-software/Business Management Software
Setting up catalogues, stock, invoicing and reporting for a trading business.
products/business-management-software/School Management Software
Admissions, fees, attendance and parent communication in a private primary school.
products/school-management-software/Getting started, product by product
Set up your team
Add users and roles, and decide who is allowed to see and do what.
Bring across the basics
Import customers, sites and products so the system reflects the real business.
Configure the workflow
Define the stages, checklists and follow-ups that match how you actually work.
Run one real job or enquiry
Use the software for genuine work rather than a test, and see where it sticks.
Review and adjust
The first configuration is never the final one. Adjust based on what the team reports.
A principle worth keeping
Teach the job, not the software. A technician who is taught how FieldPro makes their day easier will use it. A technician who is taught where the buttons are will not.
Common questions
Are there written guides for each product?
Do you offer training?
What if our process is unusual?
Would targeted training help your team?
Tell us which product you use and where the team struggles. We will suggest the training that would actually help.