“I joined one webinar to learn about invoicing. By the end, I’d completely changed how I run estimates too. These sessions actually save you time.”
— Jake M., Plumbing Contractor, Nashville TN
Webinars
Live sessions and on-demand replays covering everything from getting started to scaling your service business with WorkBoss.
Coming Up
A step-by-step walkthrough covering account setup, adding your first customer, creating an estimate, and sending your first invoice — all in under 45 minutes.
Learn how to manage your calendar, assign jobs to technicians, handle last-minute changes, and keep everyone in the loop — without a single phone call.
Our most popular session. Learn how top-performing shops use WorkBoss estimates to close more jobs, upsell options, and automate follow-up reminders.
Why attend
Every session is taught by someone who’s actually run a service business. We show you the exact workflows our best customers use — not theory.
Ask questions and get answers in real time from our product team. Bring your specific use case — we’ll walk through it together.
We respect your time. Sessions are focused, actionable, and recorded so you can watch again later or catch what you missed.
On-demand
Missed a live session? Every webinar is recorded and available to watch on demand. No sign-up required.
How to set up payment processing, send automatic reminders, and give your customers the option to pay instantly from their phone.
Tags, custom fields, service history, and pipeline views — everything you need to stop losing track of leads and repeat customers.
A live walkthrough with a real customer who switched from paper-based systems. Learn what to import, what to skip, and how to get your team onboard fast.
“I joined one webinar to learn about invoicing. By the end, I’d completely changed how I run estimates too. These sessions actually save you time.”
— Jake M., Plumbing Contractor, Nashville TN
Start your 14-day free trial and follow along with any of our webinars. No credit card required.
Ready to work like a boss?
Join thousands of trade professionals who switched to WorkBoss and never looked back. Full access to every feature, no credit card required.
© 2026 WorkBoss Inc. All rights reserved.
