Training & Documentation

Training materials and documentation library

The Training section is where your company keeps its own training materials, documentation and how-to videos for your team.

Accessing Training Materials

Navigate to Training from the main menu. It has two tabs:

• Files - PDFs, manuals, written guides and linked Google Docs/Sheets that you have added for your staff

• Videos - Video tutorials and walkthroughs that you have added for your staff, either uploaded or linked from YouTube

Each person only sees the items their access level allows (see below).

DCP Training Content

If your company has purchased a Direct Client Package, Owners and Admins also see two more tabs on the Training page: DCP Files and DCP Videos. These DCP-exclusive materials come from Service Envoy and are synced to your account automatically. They may include:

• Client-specific procedures

• Tips and tricks

• Technical documentation

Adding Your Own Content (Owner & Admin)

Owners and Admins can add training materials:

1. Go to Training. On the Files tab click Add File; on the Videos tab click Upload Video.

2. For a file, upload it from your computer or link a Google Doc/Sheet. For a video, upload the video file or paste a YouTube URL.

3. Choose Who Can View This: Technicians (All Staff), Staff & Managers, or Admins Only. This lets you create office-staff training (billing, admin tasks, etc.) that technician users won't see. Items set to Technicians (All Staff) are visible to all employees.

4. Save. The item appears right away for everyone at that access level.

To change an item's title or who can view it later, use the edit (pencil) button on its row.