Operations & Training Portal
SOPs, video training modules, and reference documents for your team. Find what you need, learn at your pace.
🎬 Video Training Modules
Watch-and-learn operational training — 6 modules, 27 videos
Customer First Contact
Handle inbound leads, make the first call, communicate professionally, and build relationships that convert.
4 videos · ~35 min →The Home Consultation
Pre-visit prep, arriving at the home, walking the yard, and wrapping up with clear next steps.
4 videos · ~35 min →Pool Studio Design
Software basics, building designs step by step, 3D walkthroughs, templates, and common mistakes.
5 videos · ~55 min →Design & Budget Reveal
Present the design, walk through the budget, handle objections, and close the deal naturally.
5 videos · ~50 min →Pricing & Costing
The Excel costing file, pricing standard pools, add-ons, margin guidelines, and complex projects.
5 videos · ~45 min →Office Operations
Location-specific training — office tours, local processes, and JobTread workflows.
6 videos · ~50 min →📋 Standard Operating Procedures
Reference documents for daily operations
Sales & Construction
Job processing, phase gates, permitting, materials, plan management, and subcontractor assignments.
1 SOP →Operations
Scheduling, equipment, vendor relationships, and day-to-day office operations.
Coming soon →HR & Onboarding
New hire orientation, role expectations, payroll procedures, and team policies.
Coming soon →Customer Experience
5-star service standards, communication protocols, complaint resolution, and reviews.
Coming soon →Finance & Legal
Invoicing, collections, contracts, addendums, and financial reporting standards.
Coming soon →