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FM-100: Introduction to FloorManager (2 hour class) |
Refresh your memory or introduce new employees to the flow of FloorManager! This class is designed to illustrate the flow and general concepts in our FloorManager system.
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By the end of this class you will have learned the following: |
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General overview of operating FloorManager |
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General overview of information flow in FloorManager |
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FM-200: FloorManager Forms (1 hour class) |
Standardized forms are available in FloorManager! This class is designed to familiarize you with key auto created forms now available in FloorManager.
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By the end of this class you will have learned the following: |
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Locating & creating forms |
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Filling in pertinent data within key forms |
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How to utilize a form template |
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Attaching forms to sales agreements |
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FM-300: New Features FloorManager (1 hour class) |
New FloorManager release update! This class is designed to educate you on the brand new features available in FloorManager.
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By the end of this class you will have learned the following: |
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Familiarized yourself with the newly released key features in FloorManager |
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FM-310: Posting Routines: FloorManager (1 hour class) |
Gain more understanding into your balance sheet and income statement! This class is designed to offer insight into how and when specific numbers are generated on the balance sheet and income statement.
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By the end of this class you will have learned the following: |
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When sales revenue posts to revenue g/l account and the income statement |
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When inventory asset value posts to the g/l inventory account |
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Affect of delivering materials from inventory vs. invoicing inventory |
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Difference between an unverified inventory entry and a verified inventory entry |
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How payables for inventory posts to the g/l |
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Where to find detailed debits and credits posting in specific g/l accounts |
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How to post transitional entries during the crossover periods |
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JR-100: Introduction to JobRunner (2 hour class) |
Refresh your memory or introduce new employees to the flow of JobRunner! This class is designed to illustrate the flow and general concepts in our JobRunner system.
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By the end of this class you will have learned the following: |
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General overview of operating JobRunner |
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General overview of information flow in JobRunner |
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JR-102: Labor Matrix (1 hour class) |
Distribute multiple laborers’ wages and burdens across installer work orders! This class is designed to cover job costing multiple laborers across single phase work orders.
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By the end of this class you will have learned the following: |
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How to set up the labor matrix wages and burden costs |
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How to identify labor matrix categories to each laborer |
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Adding labor matrix costs to an installer work order |
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Distributing labor matrix wages and burdens across work orders |
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JR-200: JobRunner Forms (1 hour class) |
Standardized forms are available in JobRunner! This class is designed to familiarize you with key auto created forms now available in JobRunner.
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By the end of this class you will have learned the following: |
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Locating & creating forms |
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Filling in pertinent data within key forms (AIA Documents) |
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How to utilize a form template |
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Attaching forms to an order |
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JR-201: Change Order Management (1 hour class) |
Manage your change orders more effectively and review whole project margins from one screen! This class is designed to explain the change order process and how to manage change orders and credits through the primary job and project number.
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By the end of this class you will have learned the following: |
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Creating a change order |
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Creating a credit |
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Pending vs. Accepted change orders |
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Projects Tab to view overall GPM on entire project |
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Project number vs. Job number |
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Change orders in conjunction with work orders |
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Viewing accepted change orders on the change order tab |
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JR-300: New Features JobRunner (2 hour class) |
New JobRunner release update! This class is designed to educate you on the brand new features available in JobRunner.
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By the end of this class you will have learned the following: |
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Familiarized yourself with the newly released key features in JobRunner |
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JR-310: System Posting Routines: JobRunner (1 hour class) |
Gain more understanding into your balance sheet and income statement! This class is designed to offer insight into how and when specific numbers are generated on the balance sheet and income statement.
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By the end of this class you will have learned the following: |
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When sales revenue posts to revenue g/l account and the income statement |
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When inventory asset value posts to the g/l inventory account |
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Affect of delivering materials from inventory |
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How payables for inventory posts to the g/l |
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Where to find detailed debits and credits posting in specific g/l accounts |
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How to post transitional entries during the crossover periods |
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Difference between stock inventory and special order inventory and how it affects the inventory asset value |
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PS-101: Account Management (1 hour class) |
Take an active roll in the management of your account at Pacific Solutions! This class is designed to inform you about the how-to of our support desk and what a current account means to you.
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By the end of this class you will have learned the following: |
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How to identify yourself to Pacific Solutions |
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Calling the support desk |
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Your account number |
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Your log in user name and password for pacific-solutions.com |
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How to keep your support account current |
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What to do if your maintenance is past due |
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PS-102: System Maintenance (1 hour class) |
A clean system is a system with years of return! This class is designed to guide you in the proper use of maintenance routines and the maintenance of jobs in your management system.
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By the end of this class you will have learned the following: |
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Confirming a/r, a/p, customer payments |
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Closing jobs |
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Marking commissionable jobs paid |
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Checking customer account status routine |
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Clearing blank customer/quote/payable records |
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Job Progress reports |
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Locking sales |
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PS-103: Scheduling (1 hour class) |
Gain more control over your installation and measurement schedules! This class is designed to maximize your navigation and use of the work order calendar and the request measurement calendar.
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By the end of this class you will have learned the following: |
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Scheduling work orders & measures on the calendars |
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Modifying scheduled jobs & measures on the calendar |
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Finding Scheduled installs or measures |
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Arranging the columns in daily view & print view |
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Printing the Schedules |
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PS-104: Multiple Installer Rates (1 hour class) |
Keep your multiple installer job costing accurate and more efficient through the labor catalog! This class is designed to give you easier access to your individual installers’ pricing agreements and job cost them effectively on the work order.
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By the end of this class you will have learned the following: |
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How to set up multiple installer rates per labor type category |
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The difference between house Rates & Installer Rates |
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How to use them on Work Orders |
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How this affects the Sales Agreement & job costing |
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PS-105: Job Mail / Message Center (1 hour class) |
Keep all your job correspondence in one place! This class is designed to give you easier access to job correspondence and manage job details all within job mail.
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By the end of this class you will have learned the following: |
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What is Job Mail? |
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How to attach a correspondence to a job through job mail |
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How to read and document a response to job mail |
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How to document a general job mail message |
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How to document and send a response through job mail |
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Printing Job Mail: All vs. Specific categories |
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PS-106: Labels and Scanners (1 hour class) |
Create quick sales quicker and manage your sample checkouts with barcode scanning! This class is designed around showroom management for quickly checking out and in samples as well as creating cash sales through quick sale.
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By the end of this class you will have learned the following: |
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Trigger Scanner set up (USB) |
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Marrying UPC barcodes to product ID numbers in product catalog |
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Using the trigger scanner for quick sales |
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Printing barcode product labels from the product catalog |
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Using the trigger scanner for sample check out/check in |
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Printing barcode inventory labels |
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Using the trigger scanner with inventory barcode label for quick sales |
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PS-107: Remote Bidding (1 hour class) |
Close jobs out in the field! This class is designed to give you an edge on winning jobs in the field.
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By the end of this class you will have learned the following: |
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Areas of the system usable remotely in the field |
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Equipment requirements for remote bidding |
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How to synchronize information remotely |
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PS-200: Revising Product Catalog (1 hour class) |
Let the product catalog work for you and make large category revisions with ease! This class is designed to maximize your product catalog experience with large data revisions and stock inventory communication.
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By the end of this class you will have learned the following: |
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Using & modifying cut & roll prices |
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Putting products on sale |
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Setting peak & reorder levels |
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Disabling PO creation for stock items (stock Pos can still be created) |
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Inventory to order report |
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Making changes |
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PS-202: Spreadsheet Imports (2 hour class) |
Electronically import your non-B2B vendor pricing into the product catalog! This class is designed to help you understand the spreadsheet import/export process and give you helpful tools to manipulate the data before brining it into the product catalog.
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By the end of this class you will have learned the following: |
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The import spreadsheet templates |
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Using the spreadsheet import templates |
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Importing the spreadsheet data into the bridge file |
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Using the spreadsheet import routine to substitute information on the spreadsheet |
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Correcting/deleting information on the import spreadsheet |
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Exporting the spreadsheet data from the bridge file into the product catalog |
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PS-203: Basics of B2B (2 hour class) |
Accurate pricing instantly with Business to Business technology! This class is designed to introduce you to the basics of B2B technology within the system.
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By the end of this class you will have learned the following: |
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How to initiate the B2B download |
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How to work with the bridge file & review the download information |
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How to match downloaded products with existing product catalog data |
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How to import the B2B download into the product catalog |
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PS-204: Introduction to Kit Building (1 hour class) |
Help your staff to remember the little things! This class is designed to make quote building a faster, more effective tool to remembering the peripheral materials and presenting subtotal descriptions to clients.
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By the end of this class you will have learned the following: |
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Building a Kit in the Product catalog |
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Using the Product Kit in a quote |
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Building a Generic Quote, Sales Agreement or Invoice using the Kit feature |
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PS-205: Installer Holdbacks (1 hour class) |
Discover how to accrue labor wages to cover unforeseen labor losses! This class is designed to teach you the procedures involved in accruing labor wages to be paid out in the future beyond the installation pay period
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By the end of this class you will have learned the following: |
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How to set up laborers’ ledger holdback accounts to accrue wages |
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Paying the labor percentage amount to the holdback accounts |
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Setting up the payable to pay accrued wages |
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Paying the accrued wages to laborers |
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PS-206: Vendor Deposits (1 hour class) |
Make a pre-payment deposit to a material vendor and still cost verify! This class is designed to explain the procedure involved in paying a vendor a deposit for materials before cost verification.
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By the end of this class you will have learned the following: |
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How to set up a suspense vendor deposit ledger account |
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Creating a payable to pay the vendor deposit |
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Cost verifying the actual purchase order to the vendor bill |
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Paying the pre-paid deposit amount against the vendor bill |
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PS-207: Tracking Material Claims (1 hour class) |
Track a claim to a vendor! This class is designed to offer a tracking procedure for vendor claims and allow you to see which claims are still outstanding.
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By the end of this class you will have learned the following: |
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How to set up a suspense vendor claim ledger account |
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Creating the claim to the vendor |
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Utilizing the suspense account |
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Processing the credit for the claim |
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PS-208: Replacement Materials (1 hour class) |
Track material replacements accurately! This class is designed to explain the correct procedure when ordering material replacements for jobs.
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By the end of this class you will have learned the following: |
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How to return and track material for new product & same product |
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How to return materials to attic stock when needed |
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How to make sure costs are accurate on the job |
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How to create vendor credits for returned material when needed |
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PS-209: Using Pocket PC & Socket Scanner (2 hour class) |
Cycle count and adjust inventory with ease! This class is designed to maximize your time in the warehouse by scanning inventory and electronically making cycle count adjustments.
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By the end of this class you will have learned the following: |
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Docking the pocket pc & Exporting inventory |
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Scanning inventory tags and adjusting inventory counts |
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Importing inventory & reviewing the adjustments |
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Processing the inventory adjustments |
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PS-212: Pricing Credits (1 hour class) |
Cost a pricing credit directly back to the job and inventory! This class is designed to take you through the process of crediting inventory and jobs for a vendor issued pricing credit on incorrect billing.
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By the end of this class you will have learned the following: |
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Creating a payable credit for the existing purchase order |
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Entering the pricing credit information & distributing taxes |
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Reviewing the changes on jobs and the inventory record |
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PS-213: Installer Supplies (2 hour class) |
Accurately track sales to installers for supplies used in installation! This class is designed to sell, track and deduct supplies to installers.
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By the end of this class you will have learned the following: |
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Setting up installers as customers & setting up installer suspense accounts |
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Sell installers supplies from inventory |
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Creating payables to deduct from installer check print runs |
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PS-214: Showroom Management (2 hour class) |
Reduce the costs spent on samples! This class is designed to give you the tools to manage your showroom samples and showroom inventory to reduce the costs of replacements.
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By the end of this class you will have learned the following: |
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Tracking the timely return of samples & inventory with sample checkout features |
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How to run the sample & inventory late report |
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Managing cash & carry sales |
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Identifying sample location in the product catalog |
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PS-215: Reports (2 hour class) |
Understand your business activity and manage your jobs in progress more efficiently! This class is designed to expose the power of our management reports and give you valuable information regarding the progress of your business. |
By the end of this class you will have learned the following: |
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Products sold by type and custom reports |
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Job progress status custom reports |
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Inventory to order and on hand inventory reports |
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Contract detail reports |
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PS-217: Adjusting Inventory (1 hour class) |
Keep your inventory clear of fractional units of measure! This class is designed to save time in the warehouse during cycle counts by clearing overages and backorder quantities to the appropriate jobs and/or purging.
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By the end of this class you will have learned the following: |
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Clearing a backorder & an overage to jobs |
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Adjusting inventory costs & quantities |
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Purging inventory quantities |
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Modifying the inventory record information |
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PS-218: Navigation & Keystroke Tricks (1 hour class) |
Make your navigational experience one to remember! This class is designed to give you tricks and tips into the world of shortcuts and navigational hints.
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By the end of this class you will have learned the following: |
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General navigational tips |
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Inventory search short cuts |
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Performing wild card searches |
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Extra finds & requests |
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PS-300: Template Basics (1 hour class) |
Work with proposals and quotes quickly and efficiently for builders and insurance jobs! This class is designed to give you quick ways to work with the quoting and proposal process while maintaining standards for builders and insurance jobs.
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By the end of this class you will have learned the following: |
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The basics of the status “template” |
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The template button & its functions |
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Setting standards & using the upgrade tab |
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Creating a range in standards |
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Copying a template for multiple bid procedures |
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PS-301: Templates Advanced (1 hour class) |
Advance your skills in templates! This class is designed to round out your skills in working with templates and the split billing process.
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By the end of this class you will have learned the following: |
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Switch allotment procedures in the standards area |
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Using builder allowances |
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Processing insurance deductibles |
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Split bill the invoice between primary & secondary customers |
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FR-100: FloorRight New User Online Training (2 hour class) |
Become familiar with the basics of FloorRight! This class is designed to introduce you to the capabilities of FloorRight and covers why FloorRight is a good fit for your company.
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By the end of this class you will have learned the following: |
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Overview of FloorRight Commercial & Professional |
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Review examples of key features |
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Why FloorRight is a good fit for your company |
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FR-102: Basics of SiteDraw for Pocket PC (2 hour class) |
Learn the basics of SiteDraw using the Pocket PC! This class is designed as a beginner’s instruction to the operation of SiteDraw.
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By the end of this class you will have learned the following: |
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Drawing rectangular, curved and angled rooms |
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Placement of doors |
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Color coding, naming and voice annotation of rooms |
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Saving and exporting files |
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FR-104: Job Estimate Building (2 hour class) |
Make estimating blue prints easier or train new employees in FloorRight! This class is designed to pave the way for a proper understanding of job estimating with FloorRight.
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By the end of this class you will have learned the following: |
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Building a material catalog |
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Assigning product to job estimate items |
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Assigning tags to products |
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Creating multiple products in the same room |
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Printing formats and set up |
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FR-105: FloorRight 3D Online Training (1 hour class) |
Create visuals for 3D spaces including shower areas! This class is designed to introduce you to the basic function of the 3D feature in FloorRight.
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By the end of this class you will have learned the following: |
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The functions of the toolbars |
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How to create tags |
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Importing and modifying basic rooms |
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The 3D library |
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FR-200: Electronic Files (1 hour class) |
Use FloorRight without paper prints! This class is designed to make estimating even easier by scaling electronic files without paper prints.
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By the end of this class you will have learned the following: |
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How to import and export electronic files |
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Scaling electronic files |
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Working with PDF, Bitmap, Jpeg, Tiff images & more |
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The relationship of files with SiteDraw |
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FR-201: Management Integration (1 hour class) |
The most powerful combination a business can have! This class is designed to unleash the power of FloorRight and Pacific Solutions’ management systems by integrating the communication of product catalog and estimate quantities.
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By the end of this class you will have learned the following: |
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Communicating FloorRight estimate information with JobRunner & FloorManager |
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Communicating JobRunner & FloorManager product catalog with FloorRight |
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Integrating FloorManager & JobRunner customer information with FloorRight job information |
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Creating a Quote in FloorManager & JobRunner with job estimate information from FloorRight |
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FR-202: Roll Allocation (1 hour class) |
Easily manage material allocation and dye lot assignment! This class is designed to make assigning material information and viewing stock information easier.
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By the end of this class you will have learned the following: |
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Allocating roll material information to specific rooms |
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Assigning dye lot information to specific rooms |
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Analyze material information in the stock view |
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FR-203: Generating Reports (1 hour class) |
Get more out of FloorRight Commercial! This class is designed to maximize the power of FloorRight Commercial through report generation.
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By the end of this class you will have learned the following: |
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How to generate reports |
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Accessing the proper report to get more information |
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FR-204: Digitizer Shortcuts & Setting Defaults (1 hour class) |
Control FloorRight to perform the way YOU want! This class is designed to minimize the learning curve and put you in control of how FloorRight performs.
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By the end of this class you will have learned the following: |
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Setting general defaults for drawing & layout creation |
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Correlating points / fixed & manual scales / Digitizer shortcuts |
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Features of the defaults/options box |
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FR-205: Tile Patterns In 2D (1 hour class) |
Visualize tile patterns in two dimensional views! This class is designed to differentiate tile product rooms from other product rooms.
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By the end of this class you will have learned the following: |
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How to access the tile pattern feature |
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Create symmetrical tile patterns |
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FR-206: Tool Bar Features – Advanced (1 hour class) |
What are all these buttons for on the tool bar? This class is designed to dive deeper into FloorRight’s tool bar button functions.
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By the end of this class you will have learned the following: |
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Explanations of multiple tool bar buttons |
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Positioning patterned carpet relative to doors and/or walls |
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Voice annotations |
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Advanced tool bar button features |
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FR-207: FloorRight Advanced User Online Training (1 hour class) |
Discover more FloorRight power with this advanced class! This class is designed to expand the knowledge base of FloorRight's powerful options, settings and tools.
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By the end of this class you will have learned the following: |
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Customizing layouts and angles |
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Creating materials with advanced option settings |
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Importing multiple format drawing files |
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Advanced option settings for layouts |
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Pacific Solutions' education programs are eligible for WFCA scholarship funds. For more information, call, email, or visit WFCA's website: |
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800.624.6880 |
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www.wfca-pro.org |
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wfca@wfca.org |
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