Learning paths

Build end-to-end proficiency in ServiceTitan's enterprise field service management platform, from initial setup through advanced reporting and automation. This path takes HVAC, plumbing, and electrical service managers from zero to confident daily operation.

Learn to run a lean, profitable service business using Jobber's SMB field service platform, covering quoting, scheduling, invoicing, and client communication. Ideal for small landscaping, cleaning, or home service companies ready to move beyond spreadsheets.

Develop comprehensive construction project management skills in Procore, from project setup and document control through RFIs, submittals, and financial management. Designed for trade contractors and GC project teams managing mid-to-large commercial projects.

Learn to manage the financial operations of a trade contracting business in QuickBooks Online, from chart of accounts setup through job costing, payroll, and tax-ready reporting. Covers the workflows that matter most for contractors: WIP, change orders, and subcontractor payments.

Master Housecall Pro's residential service platform to streamline booking, dispatch, invoicing, and customer communication for a home services business. Optimized for HVAC, plumbing, electrical, and cleaning companies running 2–30 technicians.

Learn to use CompanyCam to build a complete visual record of every job, protect your business with timestamped photos, and create polished project reports for customers and insurance. Essential for roofing, restoration, painting, and any contractor where visual documentation drives trust and dispute resolution.

Learn to run residential construction projects end-to-end in Buildertrend — from lead capture and pre-sale through scheduling, budget tracking, client communication, and closeout. Ideal for home builders, remodelers, and specialty contractors scaling beyond spreadsheets.

Master JobNimbus for roofing and exterior contracting — from lead intake through estimating, production, and final payment. This path walks you through a full sales-to-completion workflow built for storm and residential roofing.

Set up and operate Fleetio to manage your service vehicles — from asset registration and preventive maintenance to fuel tracking, inspection forms, and driver accountability. Designed for trade contractors running 3–50 vehicles.

A role-based onboarding path for solo operators and small crews (1–10 people) building their first digital toolkit. Covers the core stack — scheduling, invoicing, payments, and customer management — in a practical sequence that doesn't require a consultant.