# ERP and Field App Training by Role | BeatOS

> Hands-on BeatOS ERP and field app training for field reps, managers, accounts and admins, run on your own data so every role is ready for go-live.

URL: https://beatoserp.com/beatos/services/training

[Home](https://beatoserp.com/beatos) / Services / Training
Training Service 03

# Every person learns their own part

Reps, managers, accounts and admins are trained separately, hands-on, on your own customers and items, so day one feels like a normal working day.

[Plan training for your team](https://beatoserp.com/beatos#demo)
See what each role learns

- By role
- On your own data
- Hands-on, not slides

Training plan This week 42 people

FR Field reps · 28 Ready Check-in, visits, orders, expenses

MG Managers · 6 Ready Team map, approvals, targets

AC Accounts & stores · 5 2 of 3 Invoices, GST, stock, payments

AD Admins · 3 Thu Users, roles, setup, reports

Own data Small groups Practice tasks

By role

## Pick a role to see what they learn.

Nobody sits through screens they will never use.

How sessions run

## Short, practical and on real work

### Your own data

People practise on your customers, items and price lists, not on a demo company they will never see again.

### Small groups by role

Reps with reps, accounts with accounts. Questions get answered for the work each person actually does.

### On their own phone

Reps install the BeatOS app on their own phone, Android or iPhone, in the session and do a real check-in, visit and expense.

### Practice between sessions

Small tasks to try on the job, so the next session starts from real questions.

After training

## Learning doesn't stop on go-live day.

New people join, and people forget. We plan for both.

- Short notes for each role to refer back to
- Refresher sessions when something changes
- Training for new joiners, whenever they join
- Your own trainer trained, if you want one in-house
- Answers by phone and WhatsApp after go-live

A rep's first week BeatOS app Amit Shinde

- Mon Face check-in at the office Location on, inside the geofence
- Mon First visit with photo and outcome Shree Ready Mix, follow-up set for Friday
- Tue Fuel expense from the day's route Distance taken from GPS
- Wed Beat plan followed, order taken Order goes straight to accounts
- Fri Follow-up call logged with next step Manager sees it on the team map

No paper reports No WhatsApp updates

FAQ

## About training

Tell us where your people are, and we will plan sessions around them.

[Talk to us →](https://beatoserp.com/beatos#demo)

**How long does training take?**

It depends on the role. Most reps learn the BeatOS app in a day; accounts and admin users need a few sessions spread over the rollout.

**Do reps need a special phone?**

No. The BeatOS app runs on the Android phones and iPhones reps already carry. They need location turned on and a working camera for face check-in.

**Can you train people who join later?**

Yes. New joiners can be trained whenever they join, or by your own in-house trainer once we have trained them.

**Can managers use it without training?**

Managers mostly read: the team map, approvals and targets. One focused session is usually enough, and they learn the rest by using it.

Other services

## The rest of the rollout.

## Get your team confident, fast.

Tell us your roles and headcount and we will plan the sessions.

[Plan training](https://beatoserp.com/beatos#demo)[See the apps](https://beatoserp.com/beatos#apps)
