Structured, hands-on training that gets your job management software set up properly and your team confident using it. Every package is customised to your business, your workflows and your software, and delivered live online or onsite.
Queensland construction business? The Queensland Government's Construction Business Advancement Grant offers eligible small businesses up to $5,000 (ex GST) for business management software and training. Remember: apply first, buy after approval. Check the grant details, then book a call and I'll help you work out what to include.
System Requirements & Selection
$2,900
ex GST
Never used job management software, or not sure which system is right for you? Learn what your business actually needs, how to compare systems, and how to choose with confidence, before you spend a cent on software.
Deliverables
- Business needs and workflow assessment
- Written system requirements document
- Guided comparison and demo preparation sessions
- Selection scorecard and recommendation
- Readiness and next-steps plan
- The Trade Trilogy (3 books) and Erika's trade business tools
- Written summaries, learning outcomes and completion records
Office Systems Uplift
$2,900
ex GST
Your office setup reviewed and optimised, then owners and office staff trained (or re-trained) on labour rates and overheads, quoting, job costing, invoicing and reporting. More accurate quotes, better job profitability, less admin.
Deliverables
- System review findings and optimised setup
- Mapped office workflows
- Live training sessions, with recordings
- The Trade Trilogy (3 books) and Erika's trade business tools
- Written session summaries and learning outcomes
- Attendance and completion records
- 30 days email support
Onsite travel quoted separately.
Mobile & Field Team Uplift
$2,900
ex GST
Your mobile and field setup reviewed and optimised, then field staff trained (or re-trained) on schedules, timesheets, materials, forms and job notes. Accurate time and costs from site, faster invoicing, less office rework.
Deliverables
- Optimised mobile setup
- Mapped field workflows, job allocation to completion
- Live training sessions, with recordings
- Quick-reference guide for the team
- The Trade Trilogy (3 books) and Erika's trade business tools
- Written summaries, learning outcomes and completion records
- 30 days email support
Onsite travel quoted separately.
Onboarding Program Creation
$2,900
ex GST
A structured onboarding program for new office and field staff, covering your standards, your job workflows and step-by-step use of your software. New starters become productive faster and use the system right from day one.
Deliverables
- Onboarding plan and checklists
- Recorded training modules new starters can reuse
- Live train-the-trainer session for your owner or supervisor
- The Trade Trilogy (3 books) and Erika's trade business tools
- Learning outcomes and completion records
AI & New Features Uplift
$2,900
ex GST
Upgraded your software tier, or not using the new AI and automation features you're paying for? Your setup is reviewed so your data is ready for AI, then your team is trained to use the new features in their daily work. Less time on admin, faster answers, more value from your subscription.
Deliverables
- Feature and data-readiness review
- Setup of new and upgraded features
- Live training on AI and new features, with recordings
- Practical prompt and use-case guide for your team
- The Trade Trilogy (3 books) and Erika's trade business tools
- Written summaries, learning outcomes and completion records
- 30 days email support
Onsite travel quoted separately.
Build your in-house expert
System Champion Program
$4,950
ex GST
Develop the person inside your business who owns, improves and protects your system. For the office manager, admin lead or operations person who has become "the system person", or the one you want in that role. One-on-one sessions over 8 to 10 weeks, with practical tasks done in your own live system between sessions.
Deliverables
- Personal skills assessment and learning plan
- One-on-one coaching and training sessions, recorded
- System administration skills: security, settings, data hygiene, catalogue and pricing upkeep, reporting
- Change leadership skills: bringing the team on board, training others, handling pushback
- A system playbook built for your business: workflows, standards, admin checklists
- Champion toolkit: monthly health check, new-staff training plan, issue log
- The Trade Trilogy (3 books), plus System Champions on release
- Learning outcomes, completion record and Certified System Champion recognition
- 30 days support after the program
New system? Start here
System Implementation Program
$5,555
ex GST
For businesses moving to a new job management system, or restarting one that never got off the ground. A structured, guided implementation from readiness to go-live and beyond, so your system is set up right, your data goes in clean and your team is confident from day one.
Deliverables
- Readiness review and realistic go-live plan
- Core system setup: labour rates, overheads, pricing, statuses, forms
- Data preparation and import guidance (customers, sites, catalogue)
- Mapped office and field workflows
- Office and field team training, with recordings
- Go-live support and cutover checklist
- 30-day post-go-live check-in and adjustments
- The Trade Trilogy (3 books) and Erika's trade business tools
- Written summaries, learning outcomes and completion records
Onsite travel quoted separately.
Best value: all three packages
Complete System Uplift Program
$8,500
ex GST (save $200 on buying separately)
Full capability uplift for your whole business, combining all three packages and customised to your software. Better productivity, accurate job costing, and a team that uses the system instead of working around it.
Deliverables
- System review and optimised office and mobile setup
- End-to-end workflow maps across office and field
- Office and field training or re-training, with recordings
- A complete staff onboarding program
- The Trade Trilogy (3 books) and Erika's trade business tools
- Written summaries, learning outcomes and completion records
- 60 days email support
Onsite travel quoted separately.
CustomisedBuilt around your setup and workflows, not generic videos.
StructuredEvery package has a session plan and clear learning outcomes.
VerifiableAttendance, written summaries and completion records for every session.
Yours to keepSession recordings, books and tools your team can come back to.
Included with every package
The Trade Trilogy
Systems. Leadership. Culture. Three books by Erika Entz for a trade business that runs without you, and your team keeps them long after the training ends.
SystemsStop. Think. System.70% of system implementations don't stick. This book makes sure yours does.
LeadershipTrade Like a Viking™The Viking Code™: 11 principles for building a trade business that runs without you.
CultureDifferent Boots, Same GroundA field guide to generational intelligence in the trades. Five generations, one job site.
Coming soon
System Champions & System Masters
A new series on the people who make implementations work. System Champions is for the person inside your business who owns the system. System Masters is for the external expert who guides it. Drawn from 16 years inside Simpro implementations.
Explore the Trade Trilogy →
Who you'll work with
Erika Entz
Erika spent 14 years at Simpro as Implementation Manager and Chief Learning & Development Officer, designing the training and onboarding programs used by trade businesses around the world. Before that, she worked in scheduling, office management and operations inside trade businesses, so she has sat in your chair. With 20+ years in trade operations, she helps businesses build a system their team can trust.
