Become a Service Based Management System expert
Structured learning path with videos, exercises, quizzes, and certification. Learn at your own pace and become confident using every SBMS feature.
Progressive learning path
Start with basics, move through core workflows, and master advanced features.
Basics (Level 1)
See the app, add core records, and create your first quote.
- Login and app navigation
- Explore the dashboard
- Create clients
- Add services with pricing
- Build your first quote
25-30 min
Time to complete
Core Workflow (Level 2)
Complete the full quote → booking → invoice → payment process.
- Send and accept quotes
- Convert quote to booking
- Review auto-created invoices
- Post invoice to general ledger
- Record payments
- Monitor dashboard updates
45-60 min
Time to complete
Advanced Features (Level 3)
Learn advanced features and manage complex workflows.
- Projects and long-term work
- Finance deep dive (debtors, creditors, cash flow)
- Document management
- Multi-user setup and roles
- Advanced reporting
60-90 min
Time to complete
📈 Total time to proficiency: 4-5 hours | Time to expert level: 10+ hours
Recommended 4-Day Schedule
Complete this schedule to become proficient in all SBMS features.
Day 1: Getting Started
- 📺 Watch welcome video (3 min)
- 📺 Watch login & dashboard video (4 min)
- ✍️ Exercise: Create first client (5 min)
- ✍️ Exercise: Add 3 services (5 min)
- ✍️ Exercise: Create first quote (5 min)
- 📊 Review Finance Overview (3 min)
- ⏱️ Total: 25 minutes
Day 2: Core Workflow
- 📺 Watch quote workflow video (4 min)
- 📺 Watch invoice management video (3 min)
- ✍️ Complete Exercise 1: Full transaction (15 min)
- 📋 Take Quiz 1: Basics (5 min)
- ⏱️ Total: 27 minutes
Day 3: Advanced Topics
- 📺 Watch advanced features video (5 min)
- 📺 Watch finance deep dive video (6 min)
- ✍️ Complete Exercise 2: Multi-client project (20 min)
- 📋 Take Quiz 2: Workflow (5 min)
- ⏱️ Total: 36 minutes
Day 4: Reporting & Analysis
- 📺 Watch reporting video (5 min)
- 📺 Watch financial dashboard video (3 min)
- ✍️ Complete Exercise 3 & 4 (25 min)
- 📋 Take Quiz 3: Advanced (5 min)
- ⏱️ Total: 38 minutes
Learn by doing
Complete exercises to reinforce what you've learned.
Exercise 1: Your First Transaction
Complete one full cycle from quote to payment.
- ✓Create a practice client
- ✓Add 2 practice services
- ✓Create a quote
- ✓Accept the quote
- ✓Convert to booking
- ✓View auto-created invoice
- ✓Record payment
- ✓Verify invoice marked as Paid
15 min
Exercise 2: Multi-Client Project
Build a project with multiple clients attached to a single quote and manage shared billing.
- ✓Create 5 services with different prices
- ✓Create 2 or more clients
- ✓Build a quote and attach multiple clients
- ✓Accept and convert to project
- ✓Record partial and remaining payments
- ✓Verify full payment recorded
20 min
Exercise 3: Finance Review
Use finance pages to verify business health.
- ✓Open Finance → Overview
- ✓Review revenue and invoices
- ✓Check Debtors and Creditors
- ✓Review Cash Flow
- ✓Export a sample report
15 min
Exercise 4: Document Workflow
Capture and organize supporting documents.
- ✓Go to Documents section
- ✓Upload a sample file
- ✓Add title, type, and tags
- ✓Search for the document
- ✓Link to a booking
10 min
Knowledge Checks
Test your understanding with quizzes after each level. Passing score: 80%.
Knowledge Check: Basics
5 questions • 80% to pass
• Quote vs Invoice
• Quote statuses
• Auto-created items
• Organization settings
• Dashboard location
Knowledge Check: Workflow
5 questions • 80% to pass
• Quote sequence
• GL entries
• Partial payments
• Quote changes
• Overdue invoices
Knowledge Check: Advanced
5 questions • 80% to pass
• Resource assignment
• Manual invoices
• Archive vs delete
• Vendor linking
• Bulk export
🎓 SBMS Certification
Complete all levels, pass all quizzes, and finish all exercises to earn your certification.
Requirements:
- ✓ Watch all training videos
- ✓ Complete all 4 exercises
- ✓ Pass all 3 knowledge checks (80%+)
- ✓ No tutorials skipped
Benefits:
- ✓ Print certificate
- ✓ "Certified SBMS User" badge in profile
- ✓ Share on LinkedIn
- ✓ Professional recognition
Estimated time: 5-6 hours total
Learning Tips
📺
Watch videos in order
Each video builds on the previous one. Do not skip around.
✍️
Do exercises immediately
Hands-on practice right after watching reinforces learning.
📋
Take quizzes seriously
Quizzes validate your understanding before moving to the next level.
💼
Practice with real data
After completing exercises, use the SBMS App with your actual clients and work.
❓
Ask questions
No question is too basic. Use the in-app help or contact support.
👥
Help others learn
Teaching what you've learned reinforces your own knowledge.
Need Help?
Support is available through multiple channels.
In-App Help
Click the help icon (?) in the app for instant guidance.
Documentation
Read the Complete User Guide and Quick Start Guide on this site.
Contact Support
Email support@sbms.nakelgreen.com.ng for technical issues or personalized help.
Ready to start?
Complete this training program to become an SBMS expert in just a few hours.