The full training consists of five parts. While each part can be taken individually, we highly recommend completing all five to ensure a complete understanding of the platform and unlock the full potential of CUBE.

Each session includes:

• Self-paced video resources
• One-on-one coaching with a CUBE Expert Coach
• Hands-on practice using your own projects or sample files

Start with the part that fits your current needs—or follow the full program from beginning to end for the most impactful learning experience.

• Overview of CUBE's integrated service ecosystem
• The value of centralized, data-driven service management
• Introduction to service lifecycle management and stakeholder roles
• Key components: Work Orders, Service Sites, Assets, Contracts, Reports, Maps, Q-Bic, Estimating, Billing, and Recommendations

• Accessing the Service Work Orders sub-module
• Work order lifecycle: Open → Reviewed → Invoicing → Closed
• Visual indicators: Red (late), Yellow (in-progress), Green (completed)
• Work order structure: Site, Project, Requestor, PO, Priority, Category, Type, Schedule
• Managing technician assignments and estimated hours
• Technician and manager calendar views
• Real-time updates via mobile app

• Definition and structure of a service site (e.g., school districts, government entities)
• Site creation: required fields and linking to customers
• Service site detail tabs: Site Info, History, Connections, Documents, Faults, Assets, Recommendations
• Managing multiple sites per customer
• Status indicators (Active, Has Contracts/Assets, Owner Info, Last Call, etc.)

• Asset structure: Areas and Systems
• Adding assets manually and via spreadsheet import
• Assigning model, serial, quantities, and image tagging
• Location mapping and fault detection integration
• PM Task assignments, system operation data, and documentation uploads
• QR/Barcode/NFC tagging for technician field access