On Demand 10-week online training course
All ten sessions of our Webinar Training Program are now available on demand. In Flex, go to Help (?) > Webinars.
Each week was a 60–90 minute live session built around the parts of the system your team actually uses day-to-day—plus how that work connects across departments. Every session included live walkthroughs, real-world workflows, and time for Q&A.
Role-Based Learning Paths
This 10-week training program is designed to help each department learn the parts of Flex they use every day while understanding how their work connects with the rest of the business. The training is organized around four key roles, with each role receiving focused instruction based on its responsibilities and use of the system:
Warehouse Track
The Warehouse Manager Track covers essential inventory management processes. Participants will learn how to organize inventory, track availability, manage check-outs and check-ins, transfer items between locations, use barcode scanning, and monitor damage, loss, and maintenance to maintain accurate inventory records.
Sales Track
Accounting Track
Accounting & Finance Training Track covers generating invoices, collecting payments, and handling taxes, fees, and adjustments accurately. It also includes working with QuickBooks Online (QBO) integrations to keep systems in sync, along with understanding financial reporting basics to track performance and maintain clean, reliable books.
Admin Track
Admin & Management Track covers setting up user roles and permissions to control access, configuring custom fields to match business needs, and building workflows that automate and standardize operations. It also includes managing pricing models and system settings, along with applying best practices to keep the platform organized, secure, and scalable.
Course Overview
Week 1
June 24
System Foundations (All Users)
- System navigation & interface overview
- User roles & permissions
- Key settings for implementation
- Item types (inventory, services)
- Basic workflow: Quote → Pull Sheet → Prep → Manifest → Return
- Searching & filtering data
Outcome:
Users understand how the system flows end-to-end.
Week 2
July 01
Inventory & Warehouse Operations
- Inventory structure (tree, presets, models, units)
- Availability tracking & conflicts
- Check-out / check-in workflows
- Transfers between locations
- Barcode scanning
- Damage, loss, and maintenance tracking
Outcome:
Staff can confidently manage physical inventory in the system.
Week 3
July 08
Quoting & Sales Workflow
- Creating Quotes
- Pricing (Pricing Models, Discounts, Sales Tax)
- Availability-aware quoting
- Converting Quotes to Pull Sheets
- Customer management
- Flag a Quote as ready to invoice
Outcome:
Sales reps can efficiently generate accurate, professional quotes.
Week 4
July 15
Order Execution & Lifecycle Management
- Packages
- Project statuses, lifecycle stages
- Editing active orders
- Communication between sales & warehouse
- Prep vs return workflows
- Real-time updates & coordination
Outcome:
Teams understand how their actions affect downstream processes.
Week 5
July 22
Inventory & Staffing Logistics
- Labor, Purchase, and Rental POs
- Transfer Orders
- Staffing Assistant / Staffing Plus
- Conflict Resolution
- Receiving Inventory
Outcome:
Users will be able to coordinate inventory movement, staffing logistics, purchasing, and conflict resolution more effectively throughout the rental process.
Week 6
July 29
Invoicing, Payments & Accounting
- Invoice generation
- Payment collection
- Taxes, fees, and adjustments
- Integration with QBO
- Financial reporting basics
Outcome:
Finance teams can manage billing accurately and efficiently.
Week 7
August 05
Reporting & Business Insights
- Standard reports (revenue, utilization, inventory)
- Dashboards
- Forecasting demand
- Identifying underutilized inventory
- Job cost analysis
Outcome:
Leaders can make data-driven decisions.
Week 8
August 12
System Configuration & Administration
- User roles & permissions setup
- Custom fields
- Workflows
- Pricing Models
- System settings & best practices
Outcome:
Admins can tailor the system to their business needs.
Week 9
August 19
Advanced System Configuration
- Element Definitions deep dive
- Inventory Settings
- Workflows (continued)
- Tiered Pricing Models
Outcome:
Admins can tailor the system to their business needs.
Week 10
August 26
RFID & Concluding Q&A
- RFID
- Common mistakes & how to avoid them
- Efficiency tips & shortcuts
Outcome:
Users understand how to successfully implement RFID for streamlined warehouse operations.