Courses

Training content needs hierarchy, not just pages.

Courses need clear hierarchy across courses, modules, lessons, outcomes, difficulty, duration, and progress expectations.

What this page covers

The work that turns demand into booked, paid jobs.

Course pages

Each course needs metadata, modules, lessons, duration, difficulty, and progress affordances.

Lesson pages

Deep lesson routes are a later batch because they multiply the route count.

Browse this section

Training content needs hierarchy, not just pages.

Course

Automation Mastery

Master workflow automations in this comprehensive 60-minute course. Learn to build, test, and optimize automations that save hours every week.

Automation Mastery / Advanced Triggers & Conditions

All Trigger Types Explained

Deep dive into every available trigger.

Automation Mastery / Advanced Triggers & Conditions

Multi-Step Automations

Chain multiple actions together.

Automation Mastery / Advanced Triggers & Conditions

Using Conditions Effectively

Add logic to control when actions fire.

Automation Mastery / Automation Fundamentals

The Trigger → Condition → Action Model

Learn the fundamental automation structure.

Automation Mastery / Automation Fundamentals

What Automations Can Do

Discover the power of automated workflows.

Automation Mastery / Automation Fundamentals

When to Use Automations

Identify the best candidates for automation.

Automation Mastery / Building Your First Automation

Common First Automations

Quick wins to start your automation journey.

Automation Mastery / Building Your First Automation

Step-by-Step Walkthrough

Build a simple but useful automation together.

Automation Mastery / Building Your First Automation

Testing Before Going Live

Ensure your automation works correctly.

Automation Mastery / Templates & Use Cases

Estimate Follow-Up Automation

Never let an estimate go cold.

Automation Mastery / Templates & Use Cases

Lead Response Automation

Respond to leads instantly, 24/7.

Automation Mastery / Templates & Use Cases

Maintenance Reminder Automation

Turn one-time customers into recurring revenue.

Automation Mastery / Templates & Use Cases

Review Request Automation

Automatically collect 5-star reviews.

Automation Mastery / Troubleshooting & Optimization

Common Issues and Fixes

Solve the most frequent automation problems.

Automation Mastery / Troubleshooting & Optimization

Debugging Automations

Use logs and tests to find problems.

Automation Mastery / Troubleshooting & Optimization

Performance Optimization

Make your automations faster and more reliable.

Course

Getting Started with Local Business Pro

Learn the fundamentals of Local Business Pro in this free 45-minute course. Perfect for new users and team onboarding.

Getting Started with Local Business Pro / Welcome & Dashboard Overview

Customizing Your View

Arrange your dashboard to fit your workflow.

Getting Started with Local Business Pro / Welcome & Dashboard Overview

Dashboard Walkthrough

Learn what each section of your dashboard shows and why it matters.

Getting Started with Local Business Pro / Welcome & Dashboard Overview

Your First Login

Log in for the first time and take a quick tour of the interface.

Getting Started with Local Business Pro / Jobs & Scheduling Basics

Creating a Job

Walk through creating your first job from start to finish.

Getting Started with Local Business Pro / Jobs & Scheduling Basics

Job Statuses and Workflow

Understand the job lifecycle from scheduled to complete.

Getting Started with Local Business Pro / Jobs & Scheduling Basics

Using the Calendar

Navigate the calendar view and schedule jobs efficiently.

Getting Started with Local Business Pro / Managing Customers

Adding Your First Customer

Create your first customer profile with all the essential information.

Getting Started with Local Business Pro / Managing Customers

Customer Profiles Explained

Understand everything stored in a customer profile and why it matters.

Getting Started with Local Business Pro / Managing Customers

Finding and Filtering Customers

Quickly find any customer using search and filters.

Getting Started with Local Business Pro / Mobile App Essentials

Key Mobile Features

Discover the most useful mobile features for field work.

Getting Started with Local Business Pro / Mobile App Essentials

Installing and Logging In

Get the mobile app set up on your device.

Getting Started with Local Business Pro / Mobile App Essentials

Voice Commands Introduction

Use your voice to work hands-free.

Course

Mastering AI Voice

Learn to configure and optimize your AI Voice Receptionist. Free 35-minute course covers setup, customization, and performance monitoring.

Mastering AI Voice / Call Handling & Rules

Creating Call Handling Rules

Set up rules for different types of calls.

Mastering AI Voice / Call Handling & Rules

Transfers and Escalations

When and how AI should hand off to a human.

Mastering AI Voice / How AI Voice Works

What AI Voice Can Do For You

Discover all the ways AI Voice can help your business.

Mastering AI Voice / How AI Voice Works

The Technology Behind AI Voice

Learn how AI understands and responds to callers.

Mastering AI Voice / Monitoring & Optimization

AI Voice Analytics

Measure and improve AI performance.

Mastering AI Voice / Monitoring & Optimization

Reviewing Call Transcripts

Learn from every AI interaction.

Mastering AI Voice / Setup & Configuration

Business Hours Configuration

Set up different behaviors for different times.

Mastering AI Voice / Setup & Configuration

Customizing Greetings

Make your AI sound like your business.

Mastering AI Voice / Setup & Configuration

Initial Setup Walkthrough

Step-by-step guide to activating AI Voice for the first time.

Course

Owner's Guide to Growth

Strategic training for service business owners. Learn to grow revenue, scale operations, and build a business that runs without you.

Owner's Guide to Growth / Converting More Leads

Estimate Conversion Tactics

Close more of the estimates you send.

Owner's Guide to Growth / Converting More Leads

Follow-Up Systems

Never let a lead go cold.

Owner's Guide to Growth / Converting More Leads

Lead Response Speed

Why speed matters and how to improve it.

Owner's Guide to Growth / Maximizing Customer Value

Maintenance Agreements

Build predictable recurring revenue.

Owner's Guide to Growth / Maximizing Customer Value

Repeat Business Strategies

Keep customers coming back.

Owner's Guide to Growth / Maximizing Customer Value

Upselling and Cross-Selling

Increase average job value.

Owner's Guide to Growth / Using Data to Decide

Building a Data-Driven Culture

Get your whole team using data.