ISH ACADEMY / COMMERCIAL OS
Know your workspace.
Own your workflow.
Learn one task at a time, then try it in your demonstration workspace. Eleven available lessons cover defensible civil quotations, invoicing, BRR budget reviews and job-province Settings. Existing screen demonstrations and new illustrated workflows include English captions and lower-bandwidth video. Begin with lesson 01. Express training is unavailable until the feature is live.
For the review team: inspect pricing and interface evidence →
YOUR NEXT STEP
Find your way around
Watch, then practise in your workspace. Playback stays paused until you press Play.
About 20 minutes of video, plus practice. You will need access to a demonstration workspace. Completion and playback positions stay in this browser.
Play the lesson to see the subtitles here.
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Getting started
Find your way around
Identify the workspace and prepare the facts before asking AI.
- Use the account supplied by your organisation. Confirm you are in the correct company workspace.
- Have the customer, project, approved scope, quantities and supporting quotation ready.
- Use Invoices for existing documents and Ask Lerato for contextual assistance.
Open your workspace and identify the customer, project and invoice you want to work on.
Read the video transcript
Welcome to Commercial OS Academy. This course shows you how to prepare, adjust and check a construction invoice, with help from Lerato. We are using a demonstration workspace. The people, prices and banking details you see are examples.
Start with the account your organisation has supplied. After signing in, check the company shown in the workspace. This matters if you work with more than one business.
The navigation gives you access to customers, projects, quotations and invoices. You do not need to learn every screen before starting. For an existing invoice, choose Invoices and open the correct document. Keep the customer name and project in view as you work.
Before asking the system to prepare commercial information, gather the approved scope, quantities, units and any supplier quotation. Lerato can help organise those facts. It should not replace a missing agreed price with a guess.
In this course, we will open an invoice, work directly on the page, ask for help, manage price changes and check the final document. You can pause a lesson and practise each step. The course remembers your progress on this device. Your first task is simple: find the document you want to work on and confirm whose job it belongs to.
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Tell us which step needs a clearer explanation. Feedback is saved for review when you select Send feedback.
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