Core Topics - Avanceto

Topic 1

Digital Estimating & Quoting

Creating accurate estimates quickly is the foundation of winning jobs. This module teaches you to build professional quotes using digital templates and calculators. You'll learn to calculate material costs efficiently, estimate labor time realistically, and present quotes that clients understand and accept.

We cover how to use spreadsheet templates customized for your trade, mobile apps for on-site estimating, and email or messaging apps to deliver quotes instantly. You'll also learn to track which quotes convert to jobs so you can refine your pricing strategy over time.

By the end of this module, you'll be able to respond to quote requests within hours instead of days, giving you a competitive advantage in your market.

Professional creating digital estimate on tablet

Digital calendar and scheduling application interface

Topic 2

Time Management & Electronic Scheduling

Managing your schedule digitally prevents double-bookings, helps you arrive prepared, and shows clients you're organized. This module introduces digital calendars that sync across all your devices so your schedule is always accessible.

You'll learn to set up appointment reminders, block out time for specific job types, coordinate schedules with clients and suppliers, and plan efficient daily routes. We also cover how to estimate job duration more accurately based on past data.

The goal is to replace paper appointment books with a system that actively helps you work more efficiently rather than just recording where you need to be.

Topic 3

Professional Communication Channels

Modern clients expect responsive communication through digital channels. This module teaches you to use WhatsApp Business, email, and other messaging platforms professionally while maintaining appropriate boundaries.

You'll learn proper response timing expectations, how to share project updates with photos and videos, ways to handle common client questions efficiently, and techniques for documenting conversations to protect yourself from disputes.

We also cover setting up professional business profiles on messaging apps, using templates for common responses, and managing notifications so you stay accessible without being constantly interrupted.

Professional communicating with client via messaging app

Digital invoice being created on mobile device

Topic 4

Invoicing & Payment Processing

Getting paid quickly and maintaining financial records are essential for business health. This module covers creating professional invoices digitally, accepting various payment methods, and tracking outstanding payments.

You'll learn to use invoicing apps or templates that calculate totals automatically, include all necessary tax information, and can be emailed or messaged instantly. We also cover setting up digital payment options so clients can pay immediately when work is complete.

Additionally, you'll learn basic bookkeeping practices for organizing income and expense records, making tax time much less stressful.

Additional Skills

Supporting Digital Competencies

Photo Documentation

Learn to document work professionally with your smartphone. Proper before/after photos protect you from disputes and showcase your craftsmanship to win future jobs. We cover lighting, composition, and organization.

Cloud Storage & Backup

Keep business documents, photos, and records safe and accessible from any device. Learn cloud storage basics, file organization systems, and backup strategies to ensure you never lose important information.

Digital Security Basics

Protect your business and client information with proper security practices. Learn password management, safe file sharing, recognizing scams, and securing your devices against common threats.

Basic Analytics & Tracking

Use simple data tracking to improve your business decisions. Learn to monitor which marketing brings in clients, track job profitability, and identify patterns in your busiest seasons or most profitable services.

How Training Works

Flexible learning designed around your schedule and needs.

Modular Structure

Each topic stands alone. Take one module or multiple modules in any order. Focus on what your business needs most right now.

Hands-On Practice

Every session includes practical exercises using real scenarios from your trade. You'll leave with skills you can implement immediately.

Evening & Weekend Sessions

Training scheduled around your work. Most sessions run 2-3 hours in evening or weekend slots to minimize impact on billable hours.

Small Group Format

Limited class sizes ensure individual attention. Ask questions specific to your situation and get personalized guidance.

Trade-Specific Examples

Electricians, plumbers, and carpenters each see examples from their own field. The tools are the same, but applications differ by trade.

Post-Training Support

Get help after training as you implement new tools. Email or message with questions during your first month of using what you learned.

Master the Digital Tools That Matter