The shipped content: the Lead Journey's 9 chapters, the Customer Journey's 13, plus standalone tours for Leads & Contacts (Leads Manager, add a lead by hand, control which reps see which leads, tour the pipeline board, decode a lead card, import all of my leads), Estimates & Money (find/sort/assign estimates, build an estimate from a lead, send an estimate and set the numbers first, create & send an invoice with QuickBooks sync), Projects & Field (read the schedule, assign a crew & crew acceptance, stage checklists + reminders, run a permit check), Performance (Analytics, Leaderboard & Rep Score) and Admin & Setup (a tour of Settings, connect QuickBooks, connect SmartBuild, how leads reach your board, notifications, project steps, auto-notify when a step finishes, how customer legal info is collected, light/dark mode, and the full lead-routing setup).
Also called: tutorial list · training catalog · what can I learn
- 1Each tutorial carries a category, an honest minute estimate, keywords and full natural-language intent phrases for search
- 2Money and setup topics are written for a builder with zero finance or software background — plain words first
- 3Standing content rules: never name the lead backend in visible copy; SmartBuild and QuickBooks ARE named because the builder uses them, and the first mention explains what each one is
Forty-nine walkthroughs across nine categories, from adding a single lead by hand to how the leaderboard score is worked out. They are written for a builder with no finance background and no software background: markup, labour and payment schedules get explained in the words used on site, and the software's name for a thing comes second, after the builder's name for it. Where an outside product is part of the job it is named and explained in plain words the first time it comes up, because a builder who does not know what a term means will not stop and ask.
- Software vocabulary that means nothing to a post-frame builder
- Documentation written for the people who built the product
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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