How to use this help center

Search, browse by module or role, follow the course in order, mark lessons complete, print a guide, and switch between the Guide, Video script and Test checklist tabs.

Beginner 4 minOwner / manager, Office & admin staff, Sales rep / estimator, Field crew, Platform administrator, Testers & video team· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /help, /help/course, /help/search · Guide last checked 2026-10-03

0 of 6 ticked · remembered in this browser

Preconditions

Help center open on the home page.

Steps

1. SearchDo: Press ⌘K or Ctrl+K anywhere in the help center (or press /), type "send proposal" and use the arrow keys and Enter. Or use the big search box on the home page.Expect: Results list the guide, its module and a snippet. Enter opens the highlighted guide.Actual:
2. BrowseDo: On the home page scroll "Browse by module" and "Browse by role". Open "Full course outline" from the sidebar.Expect: Modules list their lessons with minutes; a role filter shows only relevant lessons; the outline shows everything in order.Actual:
3. Track progressDo: On a guide click "Mark as complete". Return to the home page.Expect: The progress bar advances; completed lessons show a check in the sidebar. Progress is stored in this browser only.Actual:
4. Use the tabsDo: On a guide click "Video script" and then "Test checklist". Use "Print guide" / "Print script" / "Print checklist", "Copy script as Markdown" or "Copy checklist as Markdown".Expect: The URL carries ?tab=script or ?tab=checklist so the view can be shared.Actual:
5. Open help from a screenDo: In the app click "Help & guides" in the sidebar while on the Calendar.Expect: The help home opens with "Guides for the screen you came from" listing calendar lessons.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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