# JobBOSS Training Videos and a Learning Path for New Users > Source: https://netray.co/erp-help/jobboss-training-videos-and-learning-path-for-beginners > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: ERP Help ## Short answer The fastest way to learn JobBOSS or JobBOSS2 is to follow one job through its lifecycle in a test company: customer, quote, order, job, materials, labor, shipping, invoice. Use ECI's official training and help resources for exact screens, community and video content for tips, and a written checklist so a new user can be productive in about two weeks. This page gives that path and the questions to ask ECI or your reseller. ## Kind how-to ## System job-shop-erp ## Erp JobBOSS / JobBOSS2 (ECI) ## Module Training / Navigation / Onboarding ## Query jobboss training videos ## Alternate Queries - jobboss2 training - jobboss tutorial for beginners - how to navigate jobboss - eci jobboss training - e2 jobboss training ## Applies To JobBOSS2 and classic JobBOSS; the lifecycle applies equally to E2 Shop System. Training resources and names change, so confirm current offerings with ECI or your reseller. ## Steps ### A two-week self-training plan **Items:** - Ask your reseller or ECI for a training or test company, so beginners practice on copied data and never on live jobs. - Day 1 to 2: learn navigation. Find the main menu or navigation pane, the search, the list screens and how to filter, sort and export a list. Mark the screens you use daily as favorites if your build supports it. - Day 3 to 4: master the master data: customers, vendors, materials or parts, work centers, employees and routings. Almost every beginner mistake starts with bad master data. - Day 5 to 6: create a quote, convert it to an order, and release a job with a routing and bill of materials. - Day 7 to 8: purchase and receive materials against the job, then issue them. Watch inventory and job cost change. - Day 9 to 10: report labor on the shop floor, ship the job, create the invoice, and close the job. - Day 10 onward: run the standard reports, then learn who owns each step in your shop so the training matches real roles. ## Sections ### Where to look for training **Body:** Start with the vendor. ECI Software Solutions publishes product documentation, release notes and training material for JobBOSS2 through its customer channels, and many reseller partners run live or recorded training. Active customers normally get access to a customer portal or community; the exact name and path change, so ask your account contact where the current library lives. Beyond that, search video sites for the product name plus the task, such as JobBOSS2 purchase order or JobBOSS job costing. Treat unofficial videos as hints rather than instructions, because screens differ between JobBOSS, E2 and JobBOSS2, and an old video may show a menu you do not have. ### The job lifecycle you must learn first **Body:** Most job shops use the same chain: customer and quote, sales order, job with routing and materials, purchasing and receiving, shop floor labor, shipping, invoicing and job close. If a new user can describe what the system does at each step and where the data goes next, they understand the system better than someone who memorized screens. Draw the chain on one page with your shop's own names and the person responsible at each step. It becomes the training outline and the troubleshooting map: when a number is wrong, you know which step created it. ### How to navigate without getting lost **Body:** Learn the three screen types: list screens for finding records, detail screens for editing one, and report screens for output. Use filters and saved layouts on list screens so that you never scroll through hundreds of rows. Learn to follow a record sideways: from an order to its jobs, from a job to its materials, from a material to its purchase orders. Most questions in a job shop are answered by following those links, not by running a report. ### Self-training checklist **Body:** A new user is ready when they can, without help, create a customer and a part, quote and order it, release a job, receive material, report time, ship and invoice, and run the open jobs and late jobs lists. Test that with a real example, not a quiz. Keep a shop-specific cheat sheet of your own naming rules, such as how part numbers are formed and which work centers to use. That sheet is usually more valuable than any generic video. ## Pitfalls - Training on live data, which leaves test jobs and fake customers in production reports. - Following a video for another product version and chasing menus that do not exist in yours. - Skipping master data training and then blaming the software for bad costs. - Training every user on everything instead of by role. - Not writing down shop rules, so each new hire invents their own. ## Ai Angle A new user's hardest question is usually not which button, it is where a number came from. A private assistant grounded in your JobBOSS database can answer how a given job's cost was built, show the query, and point to the records involved. It sits beside the official training rather than replacing it, and it runs on your own server. ## Faq ### Does ECI offer official JobBOSS2 training? **Answer:** ECI and its reseller network provide training and documentation for customers, in formats that change over time. Ask your account manager or reseller for the current library, live sessions and any onboarding package included with your license. ### Is JobBOSS2 training the same as JobBOSS or E2 training? **Answer:** The business flow is the same, but screens, menus and some features differ. Use material that matches your version, and treat videos for another version as conceptual guidance only. ### How long does it take a new user to learn JobBOSS? **Answer:** With a test company and a clear plan, most users handle the daily tasks of their own role in one to two weeks. Learning the full chain from quote to invoice takes longer, and real confidence comes after a month or two of live use. ### Where can I practice safely? **Answer:** Ask your reseller to set up a test company or a restored copy of your database that is not connected to live email, integrations or accounting. Label it clearly so people do not mix it up with production. ## Search terms jobboss training videos, jobboss2 training, jobboss tutorial for beginners, jobboss for beginners, eci jobboss training, how to navigate jobboss, jobboss erp training, jobboss software training --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json