MONDAY
8:00 am — 9:45 am
CLASS 1
CLASS 1
CLASS 1
CLASS 1
- Essential Preferences & Security
- Chart of Accounts: The Finer Points
- Understanding Financial Statements
9:45 AM — 10:00 AM
MORNING
BREAK
10:00 AM — 12:00 pM
CLASS 2
- Item Setup & Usage
- Using Purchase Orders
- Entering Item Receipts
- Entering & Paying Bills
12:00 pM — 1:00 pM
LUNCH
(PROVIDED)
1:00 PM — 2:45 PM
CLASS 3
- Customer History
- Creating Estimates & Invoices
- Entering Payments & Making Deposits
2:45 PM — 3:00 pm
AFTERNOON
BREAK
2:45 PM — 3:00 pm
CLASS 4
- How to Locate Information
- Compensation Plans & Payroll Processing
- Entering Payments & Making Deposits
2:45 PM — 3:00 pm
ADJOURN
FOR DAY
TUESDAY
8:00 am — 9:45 am
CLASS 1
CLASS 1
CLASS 1
CLASS 1
- Why Track Inventory? Pros & Cons
- Inventory Accounting Basics
- Make it Easy to Find Parts
- Deciding What to Stock
- Setup Warehouses & Reorder Points
9:45 AM — 10:00 AM
MORNING
BREAK
10:00 AM — 12:00 pM
CLASS 2
- How to Price Items & Services
- Tracking Usage & Reordering
- Flat Rate Pricing Setup
12:00 pM — 1:00 pM
LUNCH
(PROVIDED)
1:00 PM — 2:45 PM
CLASS 3
- The Sales Opportunity Manager
- Job & Project Setup
- Managing Work Orders
- Precise Time Tracking
- Using Estimates & Budgets
2:45 PM — 3:00 pm
AFTERNOON
BREAK
2:45 PM — 3:00 pm
CLASS 4
- Invoicing & Payment Processing
- Progress Billing & Percentage of Completion
- Recording Income & Expenses
- Understanding The Reports
2:45 PM — 3:00 pm
ADJOURN
FOR DAY
WEDNESDAY
8:00 am — 9:45 am
CLASS 1
CLASS 1
CLASS 1
CLASS 1
- Setup, Security, & Preferences
- Creating Custom Data Entry Screens
- Data Field Types & How to Use Them
9:45 AM — 10:00 AM
MORNING
BREAK
10:00 AM — 12:00 pM
CLASS 2
- PDF Building Basics
12:00 pM — 1:00 pM
LUNCH
(PROVIDED)
1:00 PM — 2:45 PM
MISCELLANEOUS TOPICS AND Q&A
- Using the Form Builder System in the Field
- Mobile Form Builder Q&A
2:45 PM — 3:00 pm
AFTERNOON
BREAK
2:45 PM — 3:00 pm
MISCELLANEOUS TOPICS AND Q & A
- Finding & Solving Accounting Problems
- Understanding Where Reports Get Their Information
- How to Set Up & Use Contractor Compass®
- Open Q&A (Any Topic)
2:45 PM — 3:00 pm
