Training built around
your team, not ours.
Training is customised to you, your team and your business. We provide weeks of onsite, hands-on, face-to-face training covering implementation, usage and workflow organisation — then stay available long after go-live.
From first conversation to independent team
Discovery
We map your trades, job types and current workflows — commercial, residential or both — before anyone touches the software.
Configuration
Roles, privileges, price lists, vendors and job templates are set up around how your business actually runs.
Data & integrations
Customers, vendors and past jobs are imported, and accounting integrations such as QuickBooks are connected.
Hands-on training
Weeks of onsite, face-to-face sessions with the office and the field, using your real jobs rather than demo data.
Go live
We're with you through the first live jobs, first payroll and first invoices — adjusting workflows as you learn.
Ongoing enablement
Independent teams transition to 24/7 support, update alerts, new feature training and free training for new hires.
In-person training
Weeks of onsite, hands-on sessions at your office and on your sites. We train against live jobs so the team learns the system doing the work they already do.
- • Face-to-face sessions with every role
- • Data uploads and integrations completed with you
- • Workflow organisation agreed as a team, not imposed
- • Go-live coverage through the first live week
Remote training
Screen-share sessions for teams spread across regions, and short refreshers when you don't need a full day. Recordings can be kept for your internal library.
- • Scheduled sessions per role or per module
- • New feature training after each release
- • Quick refreshers when process changes
- • Follow-up support by phone, text or email
Everyone learns their part, not the whole manual
Access differs by role in Progress, so training does too.
Office & admin
Customers, jobs, invoicing, progress billing and reporting. The full picture, including financials.
Deep-dive sessionsDispatch
Scheduling boards, assignments, reassignments and keeping the day accurate as work changes.
Workflow sessionsProject managers
Bid jobs, tasks, change orders, job costing and field reports across multi-phase work.
Commercial focusTechnicians
Mobile app only: clock in and out, work orders and signatures, POs, photos and field reports.
Short, on-siteOwners & leadership
Live job costing, margin visibility and the reports that tell you where the business actually stands.
Executive walkthroughNew employee training, included
Crews change. Your system shouldn't suffer for it. When you hire, we train the new starter on Progress the same way we trained the rest of your team — at no extra cost, for as long as you're a customer.
Ask about onboarding new hiresRole-specific starter session
Shadowing your existing workflows
Direct line to client services
Confidence check before go-live
See how we'd train your crew
Book a live demo and we'll walk through the onboarding plan for your trades, your roles and your job types.