Your training sessions are built around the workflows and processes your operation will actually run in BookWorks — uncovered during pre-sales discovery. Not a generic walkthrough of screens. Not a product demo. A focused, role-specific curriculum designed around how your business works.
Most software companies train you on features. You leave knowing what buttons do. You don't leave knowing how to run your Monday morning billing cycle, how to handle your heating season dispatch surge, or how to generate the specific tax report your state requires by the 20th.
We train on your operation. Every example, every walkthrough, every exercise is built around your real customers, your real pricing structures, and your real workflows — as they were documented during the pre-sales discovery process.
You learn what fields exist and what they're called. You leave wondering how to apply it to your actual operation on Monday morning.
You work through your real customers, your real pricing structures, and your real dispatch workflow — using BookWorks configured exactly the way your operation runs.
Before your first training session, your trainer already knows what products you handle, how you price them, how you dispatch, how you bill, and what your team's daily workflows look like — because it was all documented during pre-sales discovery. Training is designed around that knowledge, not around a generic BookWorks feature list.
A heating oil company gets deep training on degree-day scheduling, budget billing, and ATG monitoring. A wholesale-only jobber gets more time on BOL processing, terminal pricing, and multi-state tax. A cardlock operator trains heavily on fleet billing and network reconciliation. The agenda reflects your operation.
If one person does both AR and dispatch at your company, their training session looks different from a company with separate AR and dispatch teams. We design sessions around the roles your people actually hold.
When do you close month-end? How often do you run drafts? When does heating season billing peak? Training includes walkthroughs of the workflows you'll run every week, every month, and every season — timed to your actual business calendar.
Your AR team doesn't need to sit through dispatching training. Your drivers don't need to understand the GL. Every BookWorks training session is built for the people in the room — covering the modules, workflows, and daily tasks specific to their role.
Your billing team runs the heartbeat of the operation. Their training is the deepest and most customized — built around your specific customer types, billing cycles, and invoice formats.
AP training focuses on your supplier types — fuel terminals, freight carriers, lubes vendors — and the specific AP workflows that match how your suppliers invoice you.
GL training is designed for your controller — built around your chart of accounts, your financial statement structure, and the month-end close process your team will run.
Dispatch training is built around your fleet — your trucks, your routes, your ATG accounts, your peak season protocols. Dispatchers leave knowing how to run their board, not just how the system works.
Inventory training covers your specific product mix — fuels, lubes, blended products, consignment arrangements — using your actual inventory items and your warehouse locations.
Driver training focuses entirely on MobileConnect — the app your drivers will use every day. It's short, practical, and built around your specific delivery workflow and the stops on their actual routes.
Most BookWorks training is delivered remotely via Zoom — it's efficient, it accommodates distributed teams, and it produces a recording your team keeps forever. When the client determines that on-site is the better approach, we come to you.
Live Zoom sessions with screen sharing, walk-throughs in your live BookWorks environment, and Q&A throughout. Your trainer shares her screen on your BookWorks instance — your data, your customers, your workflows — not a demo environment. Every session is recorded and shared with your team within 24 hours.
Some clients — particularly larger teams, complex operations, or those who prefer in-person collaboration — benefit from having your trainer on-site. When you determine that's the right approach, we make it happen. On-site training is discussed during implementation scoping.
Your project manager manages your BookWorks implementation and delivers all of your training. She is the same person from your first discovery call through your last training session and first month-end close. By the time training begins, she knows your operation as well as anyone at Key — because she built your implementation around it.
When a different person delivers your training than managed your implementation, they arrive with a generic agenda and zero institutional knowledge of your business. Your trainer arrives knowing exactly how your operation is configured — because she configured it.
Your trainer already knows that you run a 32-state tax footprint, that you have three terminal locations, that your heating season accounts use degree-day scheduling, and that your Zone 3 contracts price at rack-plus. Training starts from that baseline — not from scratch.
The training agenda is derived from the workflows and processes documented during pre-sales discovery. Every session covers what your team will actually do in BookWorks on a daily, weekly, and monthly basis — nothing more, nothing less.
When something comes up in training that requires a configuration adjustment, your trainer can address it directly — no ticketing, no handoff to another team. The same continuity that made your implementation smooth makes your training effective.
BookWorks training is included in your implementation fee — not a separate line item, not a per-seat charge, not an optional upgrade. When you invest in a BookWorks implementation, you get a fully trained team as part of the deliverable.
The structured pre-go-live training covers your full operation. After that, training is available on-demand — when you add a new module, hire a new team member, or want a refresher on a specific workflow. Ongoing training is part of the BookWorks support relationship.
When you hire a new dispatcher, billing coordinator, or controller — Key can provide targeted training for their specific role using your existing training recordings as the foundation, with a live session for any questions or system changes since go-live.
Activating CardLock, MobileConnect, or a new integration you didn't have at go-live? You get dedicated training on the new module — designed around how it fits into your existing BookWorks operation, not a standalone feature demo.
Six months after go-live, you may want to revisit month-end close, a specific reporting workflow, or a process that your team hasn't used in a while. Refresher sessions are available through the ongoing support relationship.
The recordings from your original training sessions are yours permanently. New employees can watch Session 1 from your implementation and get up to speed independently before their live session with Key.
Your trainer designs every session to be as effective as possible. How much your team retains depends on a few things on your end — and they all come down to preparation and participation.
Each role-specific session is only useful if the people who hold that role attend. Dispatchers in the billing session — or vice versa — creates distraction without benefit. Your trainer will tell you exactly who should be in each session.
Every attendee should have BookWorks open and be following along — not just watching your trainer's screen. Active participation is how the workflow becomes muscle memory before go-live, not a week after.
Training sessions are sequenced deliberately — session 3 builds on what was covered in sessions 1 and 2. Missing a session without 24-hour notice disrupts the schedule and may result in billable time for Key team members who prepared.
The best training sessions are the ones where your team's real questions come up: "What happens when a customer has a split delivery?" "How do we handle a fuel credit?" "What if a driver misses a stop?" These questions produce the answers your team will actually need.
Within 24 hours of each session, your team receives the recording. Encourage everyone to watch their relevant sections before the next session — it dramatically reduces the time spent re-covering material and leaves more room for the complex questions.
Training isn't a separate purchase or a separate conversation — it's part of your BookWorks implementation from day one. The best next step is starting the implementation process, which is where the discovery that shapes your training begins.
Contact us at sales@keyinfotech.com · 1000 S. Old Woodward Ave, Suite 102, Birmingham, MI 48009
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