Train the job, not the product tour
Owner dashboards do not teach reception how to open a repair order. Each role gets a 15-minute first win on the screens they will touch today.
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Staff academy
Shops lose the first week when everyone sits through an owner demo. These paths are 10–20 minute first wins with screenshot pins, common mistakes, and a Day 0 / 1 / 3 / 7 cadence. Use the seeded demo. Self-serve trial signup is paused.
How adults learn on a shop floor
Borrowed from shop apprenticeship, not corporate LMS theatre. Keep sessions short, role-specific, and on the live board.
Owner dashboards do not teach reception how to open a repair order. Each role gets a 15-minute first win on the screens they will touch today.
Adults in a shop learn by completing a real (or demo) job. Name the stage after they have dragged the card — not from a slide.
Day 0 they watch one money path. Day 1 they drive while a coach spots. Day 3 they run it alone with a checklist. Day 7 they teach the next hire one step.
Coach marks beat PDFs. If a control matters, point at it on the live screen. Never hide the board behind a 40-page manual.
Customer → vehicle → RO → estimate line → approve → invoice. Until that path is muscle memory, skip KPIs, Process Studio, and integrations.
Shared owner passwords train the wrong habits and break audit. Invite the hire as SERVICE_ADVISOR, TECHNICIAN, PARTS, or RECEPTION.
Done means they can complete the checklist without the coach. Time-in-seat is not a metric.
Do not train staff on SMS, Stripe Checkout, or Xero push as if they were live. Label mock / stub / dry-run the same way the product does.
Electron Shop / Ops / Parts Exchange wrap the same web apps. Train the job in the browser first. Do not treat an unsigned window as a signed installer.
Cadence
Same shape for every role. Only the screens change.
Day 0
Watch
Coach runs one complete path for that role. Hire does not touch the keyboard except login.
Day 1
Drive
Hire runs the first-win sequence twice. Coach only interrupts on search-before-create, illegal board moves, or skipped auth.
Day 3
Alone + checklist
Competence list without the coach standing over the shoulder. Gaps become tomorrow’s 15-minute drill — not a new feature tour.
Day 7
Teach one step
Hire shows the next person (or the owner) one stage. Teaching is the retention test.
Choose a role
Each path is a 10–20 minute sequence with screenshot pins. Maps onto the eight UserRole values — we do not invent extra logins.
Day 0 · front of house
The desk is where car count is won or lost. Teach search, customer, vehicle, and “open the job” before any other screen.
If you skip this: New desk staff type jobs as free text, duplicate customers, and never put the car on the board — then the floor asks “where is that Mazda?”
Reception / front desk · first win
Click a step or a numbered pin. The spotlight is educational — live demo captures, not a marketing mockup.
Step 1 of 4 · click a pin or use arrow keys
Customers.
Customer and vehicle history in one place — full service record, deferred work, and contact details without digging through old job cards.
Look here · 1. Global search — name, phone, rego, RO #. Always search before create.
First week
Keep the same cadence. Swap the screens, not the method.
Day 0
Watch one intake
Coach runs search → customer → RO. Hire only observes.
Open process →Day 1
Drive intake
Hire runs two walk-ins. Coach spots search-before-create.
Open process →Day 3
Check-in + tablet
Booked job → check-in → ATR on the counter tablet.
Open process →Day 7
Release desk
Ready cars, release checklist, keys — no silent “they took it”.
Open process →Done when
Coach script
What goes wrong
These show up in every independent shop that "did a demo once".
| Failure | Symptom | Fix |
|---|---|---|
| Everyone trained as the owner | Techs live on the dashboard; reception never finds search | Role path below. Hide owner KPIs from the first tech session. |
| Feature dump before first RO | Hire remembers settings, forgets intake | First win is a customer + vehicle + RO in under 15 minutes. |
| PDF instead of board | Staff cannot find the button they read about | Walk the annotated screenshot, then the live demo with pins. |
| Illegal stage jumps as “training speedrun” | Coach skips AWAITING_AUTH; floor later fights domain rules | Domain-legal transitions only. Illegal moves are the lesson. |
| Shared login forever | No labour attribution, no RBAC, audit noise | Invite on Day 0. Owner login is not a shop account. |
FAQ
No. Role first-wins plus the in-app Day-0 checklist and product tour are the training system. Process Studio (roadmap) may add shop-authored SOP overlays later — it is not a live LMS.
No. That is the most common failure. Technicians start on My Day. Reception starts on search. Owners set rates and invite the team.
Yes. Request a signed access desk. Use the seeded garage. Do not put real customer PII in the shared demo.
Public self-serve trial is paused. Request a demo. Local/dev stacks still use [email protected].