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Certification

Become a WorkBOS Certified Specialist

Proves you can set up, run and hand over a WorkBOS workspace for a real business: the account and its settings, the work, sales and money modules, and a team's first week on the platform. Learning is free, and once approved you can choose to be listed on our specialist directory.

WorkBOS Academy

WorkBOS Certified Specialist

Awarded to the person named on the certificate, by hand, after the practical lab and the final exam.

Your name here

Serial
WB-XX-XXXX-XXXX
Valid for
2 years
Example
Fig. 1 · An example certificate. The serial format is real, this number is not.

The route

What it takes, in order

  1. 01

    Learn, free

    13 modules of video lessons. Free to watch, with or without a WorkBOS plan.

  2. 02

    Pass the checks

    Each required module ends in a short check. Pass mark: 80 percent.

  3. 03

    Do the lab

    Ten real set-up tasks in a practice workspace of your own, checked by the Academy itself.

  4. 04

    Sit the exam

    One final exam, pass mark 75 percent. Every attempt draws its own questions.

  5. 05

    Get approved, get listed

    WorkBOS approves each certificate by hand. Then you can choose to be listed in the specialist directory.

The full requirements

  • Complete the required modules: Getting Started with WorkBOS, Administration & Setup, Work: Projects, Tasks & Delivery, CRM & Sales Pipeline, Money: Invoicing, Billing & Revenue.
  • Two electives: any 2 other modules of your choosing.
  • Every required module's check at 80 percent or higher.
  • The practical lab: a practice workspace of your own, ten real set-up tasks, checked by the Academy itself - no screenshots, no self-declaration.
  • The final exam at 75 percent or higher.
  • WorkBOS reviews and approves every application by hand before a certificate is issued.
  • Valid for 2 years, renewed in the 90 days before expiry by passing the current exam again and watching any lesson that changed materially since; the serial stays the same.

Counting hours

How hours are counted

A lesson only adds to your hours while its video is actually playing in a visible browser tab. Opening a lesson and stepping away, or leaving it in a background tab, does not add time. Hours are what you have watched, not how long the tab was open - and they are a record of your progress rather than a bar to clear: what earns the credential is finishing the modules, passing their checks, the practical lab and the final exam.

The first pass through a module goes in order, with no skipping ahead, at up to 1.5x speed, with short “still with me?” prompts and quick questions along the way. A lesson is complete when it has been watched to the end, not when a button is clicked. The full rules, and what happens when they are broken, are on the fair-play page.

Next level

The Advanced level

WorkBOS Advanced Specialist is awarded automatically to a Certified Specialist who has passed the practical lab and holds 3 or more verified client ratings averaging 4.0 or better. It runs to the same expiry as the certificate it builds on, and it is what the Verified Pro badge in the specialist directory stands for.

Verification

The verification promise

Every certificate carries a serial that anyone can check on this site. Checking one shows whether it is valid, expired or revoked, the name it was issued to, and its issue and expiry dates. Nothing else is shown, and nothing needs an account to check.

Verify a certificate

Questions

Questions people ask

Do I need to pay for the modules?

No. Every Academy module is free to watch, whether or not you use WorkBOS.

Do I need a paid WorkBOS plan to earn the certificate?

No. Learning is tied to you as a person, not to a workspace or a plan. A free account is enough to have your watch hours counted and to sit the module checks and the exam.

Can I choose which two elective modules to complete?

Yes. Any two modules beyond the five required ones count toward the elective requirement.

Can I skip ahead in a video, or watch at 2x?

Not on the first pass. Lessons open in order, the player will not jump past what you have watched, and playback is capped at 1.5x. Once a lesson is complete you can rewatch it any way you like. Rewinding is always fine.

What happens after I apply?

WorkBOS reviews every application by hand before a certificate is issued. It is not automatic.

Can I be listed as a certified specialist once I have the credential?

If you choose to. You can turn on a public profile from your certificates page, and WorkBOS approves it before it appears in the specialist directory.

What happens when my certificate expires?

It stops verifying as valid. You can renew by passing the final exam again, which extends it for another 2 years.

Can WorkBOS revoke a certificate?

Yes, if there is a reason to. A revoked certificate shows as revoked to anyone who checks its serial on this site.

How do I prove my certificate is real to someone else?

Send them the serial. Anyone can check it below or on the certificate itself: it shows valid, expired or revoked, and nothing else.

What is the practical lab?

Ten set-up tasks you do for real in a free practice workspace the Academy creates for you, checked automatically against the workspace itself. It is required for the certificate and is what the Hands-on verified mark in the directory means.