Overview
Effective April 27, 2026, the CRM has introduced a Training Attendance Policy to ensure every session is productive and our Support Team is always prepared for you.
Scheduling & Cancellation
All changes to scheduled sessions must be made with at least 2 full business days' notice through the CRM Support chat.
Canceling a Saturday session for Monday does not qualify
Business days are Monday–Friday, excluding public holidays
Training Credits by Contractor Type
Standard Contractors
Receive 2 free training sessions
No-shows and late reschedules count against your credits
More than 3 total reschedules may trigger an account review
Preferred Contractors
No-shows and late reschedules may affect your Preferred status
2 consecutive no-shows or 3 consecutive late reschedules moves your account to paid training
All Contractors
Additional sessions beyond free credits are billed at $100/hour
How to Keep Training Free
Complete at least one of the following each week:
Submit 1 or more purchase orders through the CRM, or
Send 1 complete estimate with a US Bank Financing offer through the CRM
💬 CRM Chat Support is always free.
Still Have Questions?
Reach out anytime through CRM chat or reply to any email from the CRM Support Team.
This policy is subject to change. Updates will be communicated via email and in-CRM messaging.