Training Academy
Short, free lessons on everything you do in FlatRateNOW, from finding a job to getting paid. Each one is a walkthrough recorded in the app, and most take a minute or less. Work through them in order or jump straight to what you need. Just bought a licence for someone new? Send them this page.
How a job runs through FlatRateNOW
- Job ListFind the job
- CatalogueChoose the tasks
- QuotationsBuild your options
- PresentationShow your solutions
- InvoicingGet paid
How the walkthroughs work
Every lesson has a walkthrough recorded in the app. It is a recording, not your account, so tap anything you like. Nothing changes on your real jobs or quotes.
- Click through itTap the pulsing dot on screen to move to the next step. The tooltip beside it explains what is happening.
- Try it for realOpen the app alongside and do the same thing on one of your own jobs. It sticks far better than watching.
- Mark it done and move onTap the green Mark done and next button at the bottom of the screen. It ticks the lesson off and takes you to the next one.
| Control | What it does | |
|---|---|---|
 | Pulsing dot | Tap it to go to the next step. |
 | Arrows, top left | Step back or forward through the walkthrough. |
 | Circular arrow | Start the walkthrough again from the beginning. |
 | Expand, top right | Go full screen for a bigger view. |
Modules
Laid out in the order you use the app on a real job.
Job List
Find any job fast, sort and filter the list, and read what the icons are telling you.
Catalogue
The task templates you quote from, and how to shape any of them to the job.
Quotations
Build the full solution, shape the price, send it and get it accepted.
Presentation
Show your customer their options side by side, on site or online.
Invoicing and Payments
Raise the invoice, send it, and get paid.
Integrations
ReferenceHow FlatRateNOW works with your job management system.
Your App Ready certificate
Finish every lesson in Job List, Catalogue, Quotations, Presentation and Invoicing to unlock it. Integrations is optional.
Checking someone else's certificate? Verify a certificate ID.