The Academy — training built into the software

A tutorial library and guided-tour engine that teaches the platform inside the platform, driving your real screens instead of showing a video of them.

What it is

The Academy is a launcher and panel that live in the app: a search box ('How do I…'), a campaign card with a progress ring, and a browsable library of tutorials grouped into nine categories (Customer Journey, Lead Journey, Leads & Contacts, Estimates, Contracts & Legal, Projects & Field, Money, Performance & Insights, Admin & Setup). Picking one starts a guided tour that spotlights the real controls on the real screen and walks you through the actual task. Tutorial content lives in code, not in the database, so a renamed button or moved tab is caught by the compiler instead of silently orphaning a lesson.

Also called: onboarding · tutorials · training · how do I · walkthroughs · guided tour · help centre · learn the system

See it
The Academy — training built into the software
New lead 3
Marlin Hoover
$55k
Delia Yoder
$31k
Contacted 2
Sutter Kline
$64k
Ronan Petsch
$28k
Ivy Brubaker
$40k
Estimate 2
Ivy Brubaker
$56k
Gideon Alt
$68k
Sold 4
Marlin Hoover
$74k
Delia Yoder
$43k
Sutter Kline
$51k
The bottom-right launcher with its progress ring, then the open panel showing the search box, the Lead Journey campaign card with chapter LEDs, and the category sections — AcademyLauncher.tsx + AcademyPanel.tsx. Sample data — no customer information appears here.
How it works
  1. 1Content modules under src/lib/academy/content/ self-register tours and campaigns into a typed registry at load time
  2. 2A dev-time validator warns on authoring mistakes (duplicate step ids, a step pointing at a step that does not exist, a target set two ways) so a flawed lesson can never wedge a user mid-tour
  3. 3The launcher sits bottom-right; the panel opens search-first, then the campaign card, then category browsing, then recently viewed
  4. 4Every step declares where to go (view, settings tab, raw hash) and what to open before it waits for its target
  5. 5Progress is written to the database per user, so the same account resumes on any device
Why we built it

A builder who buys software in the spring is usually using half of it by the fall, and the half nobody found is the half that would have paid for it. The other failure is training that rots: a video course goes stale the first time a button moves, and nobody notices until a new hire follows it into a dead end. The Academy teaches inside the working app and is organised by the job you are trying to do rather than by the menu, and every lesson is checked against the real screens each time the product ships — a renamed button breaks the build, not the training.

The problem
  • Team members never discover the features that would save them time
  • Training material drifts out of date the moment the product changes
  • Onboarding a new hire means a call with the owner instead of self-service
Sound familiar?
What you get
A new hire can learn a task at the moment they need to do it, on the real screen
Training cannot show a button that no longer exists — the build fails first
Owners stop being the help desk for their own crew
What's inside
Guided tours that drive your real screens
A step-by-step overlay that dims the page, spotlights the exact control to use next, and waits for you to actually use it.
The Lead Journey and Customer Journey campaigns
Chaptered courses that walk one job from lead to signed contract to finished build, with a progress ring that only moves once you have actually started.
Ask 'how do I…' and get the right lesson
A search box that understands plain questions, tolerates typos, and never dead-ends on no results.
Practice on a demo lead, not a real customer
The Academy drops one clearly-badged demo lead onto your own pipeline board so a tutorial has something to work on, then removes it when you are done.
See exactly what your customer sees
Static, instant replicas of the six customer-facing screens — portal sign-in, estimate, intake form, contract signing, live dashboard and invoice — rendered inside your tab during the walkthrough.
Training progress that follows the person
Every step you finish is saved to your account, so a tour resumes on any device and a restart is a real reset.
'Show me how' buttons on the complicated screens
A small cap icon in the header of feature-heavy screens that launches that screen's own tutorial.
Turn the Academy off
Any user can hide the Academy entirely, and an admin controls it for the org — with a paused tour still reachable so nobody gets stranded.

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.

or keep browsing features →