Team SPG Help

How Do Courses Work in Team SPG?

The Courses page is your team's training library — video lessons and quizzes built for home service technicians, CSRs, managers, and owners. Start a course to work through lessons in order, pass each quiz to advance, and earn a certificate at completion. Managers can assign courses with due dates and track progress in Team Activity.

Course Catalog

Course Catalog

The Courses page displays your available course library.

Page Header

At the top of the page:

  • Page title - "Courses" or "Course Library"
  • Search bar - Type to search course titles and descriptions
  • Filter tabs - Toggle between different views

Filter Tabs

Click tabs at the top to filter courses:

  • All - Shows all available courses
  • In Progress - Shows courses you've started but not completed
  • Completed - Shows courses you've finished
  • Not Started - Shows courses you haven't accessed yet

The active tab is highlighted or underlined.

Search Functionality

  1. Click in the search bar at the top
  2. Type keywords (course name, topic, etc.)
  3. Results filter as you type
  4. Clear search to see all courses again

Course Cards

Each course displays as a card showing:

  • Course image/thumbnail - Visual representation
  • Course title - Name of the course
  • Description - Brief overview of content
  • Progress indicator (if started):
    • Progress bar showing completion percentage
    • "X% Complete" text
  • Status badge:
    • "In Progress" - Course is being taken
    • "Completed" - Course is finished
    • "Not Started" - Course hasn't been accessed
  • Estimated time - How long the course takes
  • Lesson count - Number of lessons (e.g., "12 lessons")
  • Trade tags - If applicable (HVAC, Plumbing, Electrical)
  • Role tags - If applicable (Technician, CSR, Manager, Owner)

Finding Courses

  1. Go to Courses in the sidebar
  2. Use filter tabs to narrow results (All, In Progress, Completed, Not Started)
  3. Use search bar to find specific courses
  4. Browse course cards
  5. Click a course card to view details
  6. Start learning or assign to team

Course Detail Page

Course Detail

Click any course card to view the course detail page.

Course Header

At the top of the detail page:

  • Course title - Large heading
  • Course description - What you'll learn
  • Progress bar - Overall completion (if started)
  • Start Course button - Begin or continue the course
  • Assign Course button (for managers/owners) - Assign to team members

Course Structure

The detail page shows tabs or sections:

Component Description
Overview Course introduction, learning objectives, what you'll learn
Lessons List of all lessons with completion status
Quizzes Knowledge checks and assessments
Resources Downloadable materials, PDFs, links
Certificate Completion recognition (if applicable)

Lesson List

The Lessons section shows:

  • Lesson number - Order in the course
  • Lesson title - Name of the lesson
  • Completion status:
    • ✓ Green checkmark = Completed
    • ○ Empty circle = Not started
    • ⏸ Pause icon = In progress
  • Estimated time - How long the lesson takes
  • Lock icon - If previous lessons must be completed first

Lessons are typically locked until previous ones are completed.

Taking a Course

Starting a Course

  1. Navigate to the course detail page
  2. Click Start Course button (or Continue Course if already started)
  3. The first lesson opens automatically
  4. Watch the intro video or read the content
  5. Progress through lessons in order
  6. Complete quizzes to advance

Lesson Viewer

Lesson View

When viewing a lesson, you'll see:

Lesson Header

  • Lesson title - Current lesson name
  • Course breadcrumb - Link back to course overview
  • Progress indicator - "Lesson X of Y"

Lesson Content

  • Video player (if video lesson):
    • Play/pause controls
    • Volume control
    • Fullscreen option
    • Progress bar
  • Text content (if text lesson):
    • Formatted text with headings
    • Images and diagrams
    • Bullet points and lists
  • Summary section - Key takeaways from the lesson

Navigation

  • Previous Lesson button - Go back (disabled if first lesson)
  • Next Lesson button - Advance to next lesson
  • Complete Lesson button - Mark lesson as done
  • Lesson sidebar - List of all lessons with status indicators

Progress Tracking

Progress

Track your progress throughout the course:

  • Green checkmarks (✓) = Completed lessons
  • Empty circles (○) = Not started lessons
  • Progress bar - Shows overall completion percentage
  • Time remaining - Estimated time to finish
  • Lesson counter - "X of Y lessons completed"

Progress is saved automatically as you complete lessons.

Quizzes

How Quizzes Work

  1. Complete the lesson content first (lesson must be marked complete)
  2. Click Take Quiz button (appears after lesson completion)
  3. Quiz opens in a modal or new page
  4. Answer multiple choice questions:
    • Read each question carefully
    • Select your answer (radio buttons or checkboxes)
    • Questions may be single-select or multi-select
  5. Review your answers
  6. Click Submit Quiz button
  7. Quiz is graded automatically
  8. Score 70% or higher to pass (or as configured by your admin)

Quiz Results

After submitting:

  • Score displays - "You scored X%"
  • Pass/Fail indicator:
    • Green "Passed" message if 70%+
    • Red "Failed" message if below 70%
  • Correct answers shown - See which questions you got right/wrong
  • Review option - Go back to see correct answers
  • Retake option - If you failed, see when you can retake

Retaking Quizzes

If you don't pass:

  1. Review the lesson material again
  2. Wait for the retake period (typically 24 hours, configurable)
  3. Click Retake Quiz button when available
  4. Attempt the quiz again
  5. Your new score replaces the previous attempt

Note: Some quizzes may have unlimited retakes, while others may have a limit. Check with your admin for specific policies.

Certificates

Upon course completion:

  1. All lessons completed ✓
  2. All quizzes passed ✓
  3. Certificate automatically generated
  4. Download or share your certificate

Certificates include:

  • Your name
  • Course title
  • Completion date
  • Unique verification code

Course Access by Membership

Your course library depends on your membership level — higher levels unlock more of the library. If a course you expect to see is missing, check your level in Settings > Subscription or ask your account owner.

For Managers: Assigning Courses

Assign to Team Members

  1. Go to the course detail page
  2. Click Assign Course
  3. Select team members
  4. Set a due date (optional)
  5. Click Assign

Track Team Progress

View progress in Team Activity:

  • Who started which courses
  • Completion percentages
  • Quiz scores
  • Certificate achievements

Course Categories

Technical Courses

  • Diagnostic procedures
  • Equipment installation
  • Repair techniques
  • Code compliance

Sales Courses

  • Opportunity presentation
  • Objection handling
  • Closing techniques
  • Customer psychology

CSR Courses

  • Phone skills
  • Booking optimization
  • Customer service excellence
  • Call center best practices

Leadership Courses

  • Team management
  • Performance coaching
  • Business development
  • Strategic planning

Mobile Learning

Access courses on any device:

  • Desktop computer
  • Tablet
  • Smartphone

Progress syncs across all devices automatically.

Offline Access

For premium members:

  • Download lessons for offline viewing
  • Sync when you're back online
  • Perfect for on-the-job learning

Frequently Asked Questions

Do I have to complete lessons in order?

Usually yes — lessons unlock as you complete the previous one, and each quiz unlocks after its lesson is marked complete.

What score do I need to pass a quiz?

70% by default (your admin may configure it differently). If you don't pass, review the lesson and retake after the retake period — typically 24 hours.

How do I get my certificate?

Complete every lesson and pass every quiz. The certificate generates automatically with your name, the course title, completion date, and a unique verification code.

Which courses do I have access to?

Your library depends on your membership level and any role or trade targeting on the course. If something you expect is missing, check with your account owner.

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