Mothernode Training Guide

Preparing Your Team for Success

Welcome and What to Expect

Your Mothernode training is designed to get your team comfortable with the software and confident in using it day to day. Training is conducted remotely, so your team can join from anywhere, and each session is recorded so you’ll always have a reference you can download and revisit later.

During the sessions, you’ll be able to follow along inside your own Mothernode account. Some exercises may require existing information, such as past orders or customer records. If that data isn’t available yet in your account, don’t worry—you’ll still see how the process works and can apply it once your data is in place.

Mothernode is a broad system with many connected parts, and not every user will need to attend every session. That said, we encourage participants to join as much of the training as possible, even in areas outside their daily responsibilities. Understanding the bigger picture is just as important as mastering your own tasks. For example, Project Managers benefit from seeing how Sales enters orders that will later be handed off to them, and in turn, Sales and Production both benefit from understanding how those orders impact invoicing and customer records.

Training is interactive, and your questions are always welcome. To keep things on track, more in-depth conversations may be set aside and revisited later so that we don’t lose momentum. Typically, there are four training sessions scheduled to cover the essentials, but additional sessions can be added if we need more time or if certain topics require extra attention.

By the end of training, your team will have a strong foundation to begin working in Mothernode with confidence. From there, you’ll continue to receive support by phone and email as you put your new knowledge into practice.

Overview of Mothernode

Mothernode is a powerful business management platform used by companies around the world to run their operations from front to back. From CRM and estimating to production, installation, and invoicing, Mothernode connects every part of your business in one system—eliminating the need for multiple disconnected tools.

As the most comprehensive software in its class, Mothernode offers more modules, features, and capabilities than any competing platform. It’s designed specifically for businesses that want to improve efficiency, accountability, and visibility across departments. Because of this depth, training is an essential part of your company’s success.

Your implementation journey doesn’t end with training—it begins there. Mothernode supports your continued learning with an extensive library of resources, including:

• On-demand training videos

• Knowledge base articles

• Webinars covering new features and best practices

• Supplementary training sessions for teams that want to explore advanced functionality

We’re committed to your long-term success, but your active participation is key. The more your team engages with the platform early on, the faster you’ll see measurable improvements in efficiency and workflow.

When scheduling training, you may want to be selective about who attends each session. Some topics—like accounting or system administration—are best suited for specific users. However, most operations and general sessions should be attended by everyone who will use Mothernode in their daily work. Administrators and power users are strongly encouraged to attend all sessions to gain a complete understanding of how the system operates.

To stay up to date with new features and tutorials, we recommend subscribing to Mothernode’s YouTube channel at youtube.com/mothernode.

All remote trainings are recorded and made available to your company within 24 hours of the session. These recordings can be shared internally for review or used to onboard new employees later.

Lastly, remember that training is not a one-time event—it’s the beginning of your company’s journey toward a more connected, efficient operation. The more your team invests in learning and applying Mothernode, the more value it will return to your business every day.

Key Takeaways

✔ Mothernode is the most comprehensive platform in its class—training is vital to your success.
✔ Each remote training session is recorded and shared within 24 hours.
✔ Ongoing support includes videos, webinars, and knowledge base resources.
✔ Admins and power users should attend all sessions.
✔ Subscribe to Mothernode’s YouTube channel for new feature updates and tutorials.

How to Prepare for Training

A successful training experience starts with a little preparation. The more organized and ready your team is, the more value you’ll get from each session. Before training begins, it’s important to make sure the right people are involved, the right data is available, and everyone understands what they’ll be learning.

Start by identifying who should attend each session. Every company is different, but as a general guideline, anyone who will use Mothernode daily should participate in at least the operational and general sessions. Some sessions, such as those covering system settings or accounting integrations, are best suited for administrators, bookkeepers, or power users who will manage configuration and data integrity.

Encourage your team to come prepared with questions or examples from their daily workflow. Real-world scenarios make the training more relevant and help connect the dots between what you do today and how Mothernode can make those processes faster and more reliable.

If possible, have sample data ready—such as recent quotes, orders, or customer records—so participants can follow along during demonstrations. If your account doesn’t yet have much history, that’s perfectly fine; you’ll still see how the process works and can apply it later once your system is more populated.

It’s also helpful to perform a quick technology check before the first session. Make sure participants have access to the correct Google Meet link, a stable internet connection, and working audio. If cameras are used, they should be on during introductions or when sharing screens, as this helps keep sessions interactive and engaging.

Finally, schedule a brief follow-up with your internal team after each training day. Reviewing what was covered and documenting any follow-up questions will help reinforce learning and ensure nothing falls through the cracks.

Key Takeaways

✔ Confirm who should attend each session—daily users, admins, and power users.
✔ Gather real examples (quotes, orders, customers) to make training more practical.
✔ Prepare questions in advance to get the most from each session.
✔ Check your tech setup (internet, audio, Google Meet access).
✔ Hold quick internal reviews after each session to reinforce learning.

Best Practices During Training

Training is most effective when everyone is engaged, focused, and respectful of the schedule. Each Mothernode session is carefully planned to cover a lot of ground in a short amount of time, so following a few simple guidelines will help ensure your team gets the most out of every minute.

First and foremost, be engaged and ready to participate. Mothernode training is interactive—questions are welcome and encouraged throughout the sessions. However, to maintain momentum and ensure all topics are covered, extended discussions or deep-dive questions that require personalized attention will be set aside for later follow-up. These can be addressed after training by email, in a separate call, or through a short video walkthrough provided by your trainer.

It’s important to remember that each training session is recorded and shared within 24 hours, so you’ll always have access to a replay. This means you don’t need to slow down the group by revisiting earlier topics—simply note the time stamp of a section you’d like to review later.

To get the most from your training experience:

• Stay present and minimize distractions.

• Follow along in your Mothernode account when possible.

• Assign one or two note-takers to document key points and any follow-up questions.

• Keep your microphone muted when not speaking to reduce background noise.

• Encourage everyone to be on camera at least for introductions—it helps keep sessions personal and connected.

By keeping sessions focused and interactive, your team will cover more material and leave each meeting with a clear understanding of what to do next.

Key Takeaways

✔ Stay engaged and participate, but avoid turning questions into long discussions.
✔ Complex or company-specific questions will be handled later via email, call, or video.
✔ All training sessions are recorded and shared within 24 hours.
✔ Follow along in your own Mothernode account and take notes for your team.
✔ Keep sessions focused—minimize distractions and background noise.

After Training

Training is just the beginning of your journey with Mothernode. Once your sessions are complete, your team will have the knowledge and confidence to begin using the software in real-world situations. From there, the focus shifts to applying what you’ve learned, refining your workflows, and continuing to build momentum with the help of our support resources.

Each training session is recorded and shared within 24 hours, so you can replay sections at any time or use the recordings to train new employees. Many customers create a shared internal library of training materials that includes these recordings, along with notes and process documents customized for their organization. This helps maintain consistency as your company grows.

As you begin working in Mothernode, questions or ideas for improvement are bound to come up. When they do, our support team is here to help. You can reach us by phone or email for assistance with configuration, feature clarification, or process optimization.

You’ll also have access to a variety of ongoing learning resources, including:

• A growing library of training videos and feature demonstrations

• A searchable knowledge base covering best practices and troubleshooting

• Regular webinars highlighting new updates and time-saving features

• Optional supplementary training sessions for deeper dives into specific modules

The best results come from continuous learning and active engagement. Encourage your team to explore, test, and collaborate as they get more comfortable with Mothernode. Small, consistent steps lead to big improvements in efficiency, accuracy, and customer satisfaction.

Remember, you’re never alone in this process—Mothernode is with you every step of the way.

Key Takeaways

✔ Training recordings are available within 24 hours—keep them for future reference.
✔ Use recordings and notes to onboard new team members.
✔ Contact support anytime by phone or email for help or clarification.
✔ Continue learning through videos, webinars, and knowledge base articles.
✔ Stay engaged—steady use and exploration lead to faster results.

Additional Resources & Support Contacts

Even after your initial training is complete, your company’s success with Mothernode continues through ongoing learning, communication, and collaboration. To make the most of your investment, it’s important to know where to find information, how to reach support, and how to manage internal communication effectively.

Mothernode offers several resources to help you continue learning and stay connected:

• Mothernode YouTube Channel: Subscribe at youtube.com/mothernode to access the latest training videos, feature overviews, and walkthroughs.

• Knowledge Base: Browse articles and tutorials covering setup, workflows, and best practices.

• Webinars and Updates: Participate in live or recorded webinars to stay current on new releases and improvements.

• Email and Phone Support: Contact our support team for help with configuration, troubleshooting, or feature questions.

To ensure clear communication and prevent duplicate questions, we recommend designating a single point person or internal liaison for your company. This person will gather questions or feedback from your team and submit them to Mothernode support as needed. Centralizing communication ensures that responses are tracked, consistent, and efficiently addressed.

Once your company receives answers or instructions from support, consider sharing them internally—either by circulating them through email or including them in your next team meeting or weekly update. This practice not only prevents repeat inquiries but also strengthens your organization’s overall understanding of Mothernode.

Remember, successful adoption isn’t just about learning the software—it’s about fostering an informed and connected team that applies what they learn together.

Key Takeaways

✔ Subscribe to Mothernode’s YouTube channel for new feature videos.
✔ Use the knowledge base, webinars, and ongoing support to stay current.
✔ Establish a company point person to communicate with Mothernode support.
✔ Circulate responses and updates internally to avoid duplicate questions.
✔ Keep learning—Mothernode is an evolving platform that grows with your business.

 

After Your Training: What to Expect Next

Your journey with Mothernode doesn’t end when training concludes—it’s only just beginning. To make the most of your investment, it’s imperative that you don’t let too much time lapse between completing your Mothernode training and actively using the system within your company. Early adoption ensures your training remains fresh and allows your team to quickly gain confidence and momentum.

As you transition, existing or legacy systems can be phased out naturally—simply complete any open jobs in your old system while adding new work into Mothernode. This creates a smooth handover process with minimal disruption and lets your team settle into Mothernode at a comfortable pace.

Establishing Your Core Support Team

Every Mothernode customer should designate a core support team to act as the main liaison between your organization and Mothernode. This group will serve as your internal subject matter experts, helping to answer questions from within your company and ensuring consistency in how information is shared.

When anyone from your organization contacts Mothernode directly, the core support team should always be copied on the email. If not, Mothernode’s account managers will include them in all replies to keep communication centralized and transparent.

Adopting Mothernode into Daily Use

Mothernode is designed to be intuitive, with consistent features and layouts across major modules. While your training covers a wide range of capabilities, most users will spend their time in areas that are directly tied to their roles—such as Accounting, Sales, or Project Management.
This focus allows new users to quickly become comfortable, as daily routines and repetitive processes naturally reinforce learning.

During the first few weeks, it’s normal for questions to arise through emails and follow-up calls. Over time, these inquiries will taper off as users become more confident. For most customers, Mothernode becomes “business as usual” within 40–60 days—sometimes even sooner.

Even after this period, your Mothernode Account Management Team remains available for ongoing support and guidance.

Continued Support and Resources

To assist with your continued success, Mothernode account managers may:

• Reference existing support articles or YouTube tutorials

• Provide customized video responses tailored to your specific questions

• Record conference calls covering broader issues, so you can review or archive them later

Submitting Questions and Support Requests

Mothernode customers can submit requests or report issues through the Support Case Form, where you can also attach screenshots or short videos to clarify your questions.

You may also email your Account Manager directly.
Important: When emailing new questions, always start a new email thread with a unique subject line—this helps track requests more efficiently and ensures timely responses.

Practical Tools for Better Communication

To help you communicate your questions more clearly, consider using free screen capture tools that allow you to record short videos demonstrating your issue or question.
These tools can:

• Save time by visually showing what you’re experiencing

• Reduce back-and-forth emails

• Help our support team quickly understand and resolve your issue

Note: These screen capture tools are only recommendations to help expedite your support requests. They are not supported by Mothernode and are not part of your subscription.

 

🎥 1. Loom (Free & Paid)

• Platforms: Mac, Windows, Chrome extension

• Style: Soapbox-like — screen, webcam, and voice overlays

• Pros:
  • Super easy to use

  • Instant cloud sharing link

  • Webcam bubble overlay

• Free version limits: 5 minutes per video (as of 2025)

• Website: https://www.loom.com

🎬 2. ScreenPal (formerly Screencast-O-Matic)

• Platforms: Mac, Windows, Chromebook

• Style: Similar to Snagit — screen recording + webcam + quick editing

• Pros:
  • Simple, fast UI

  • Great for tutorials and presentations

  • Built-in captioning and trimming tools

• Free version: 15-minute limit with watermark

• Website: https://screenpal.com

💻 3. Clipchamp (Microsoft)

• Platforms: Windows, Web, macOS (via browser)

• Style: Modern, clean interface for recordings and video editing

• Pros:
  • Built-in webcam and mic capture

  • Easy post-editing and branding tools

  • Free cloud storage integration

• Free version: Unlimited recording, watermark-free output for basic use

• Website: https://www.clipchamp.com

📸 4. Vidyard (Free & Paid)

• Platforms: Mac, Windows, Chrome extension

• Style: Very Soapbox-like (was Wistia’s competitor)

• Pros:
  • Screen + webcam combo

  • Instant sharing link

  • Tracks viewer engagement

• Free version limits: 25 videos, up to 1 hour each

• Website: https://www.vidyard.com

🧰 5. CloudApp (Freemium)

• Platforms: Mac, Windows

• Style: Quick capture tool like Snagit — screenshots, GIFs, and video

• Pros:
  • Instant upload and share links

  • Draw and annotate features

  • Works well for short demos or customer support videos

• Free version: 1-minute limit for video

• Website: https://www.getcloudapp.com

🎙️ 6. OBS Studio (Free & Open Source)

• Platforms: Mac, Windows, Linux

• Style: More advanced — best for full control, scenes, overlays, etc.

• Pros:
  • No limits or watermarks

  • Records multiple sources simultaneously

  • Professional-grade

• Cons: Not as “Soapbox-simple” — learning curve

• Website: https://obsproject.com

🧡 7. Apowersoft Free Online Screen Recorder

• Platforms: Mac, Windows (Web-based or desktop)

• Style: Straightforward, Snagit-style interface

• Pros:
  • Records screen, system sound, and mic

  • No watermark

  • Output to MP4, WMV, AVI, etc.

• Website: https://www.apowersoft.com/free-online-screen-recorder

If you want the closest match to Soapbox’s ease and polish, try this order:

1. Loom → easiest, most modern

2. Vidyard → professional Soapbox alternative

ScreenPal → closest to Snagit with more editing