Welcome Back! 👋
Continue your onboarding journey
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📖 Required Lessons
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⭐ Featured Modules
CRM System Training (CCR)
Learn CCR workflows for Successware Platform: customers, booking, scheduling, dispatch, rescheduling, and communication.
Customers
Search, create, and update customers; view history; merge duplicates.
Call Intake & Booking
Capture call details and create the right job type with priority.
Scheduling
Use the schedule board to place and move jobs.
Dispatch
Assign techs, manage job statuses, coordinate ETAs.
✅ Certification Tests
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📞 AI Call Simulation
Practice Live Calls with AI
Experience realistic phone calls with our AI-powered customer simulator. Practice your skills in various scenarios including HVAC repairs, upset customers, maintenance sales, and emergency situations. Get instant feedback and coaching to improve your performance.