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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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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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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-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-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-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-213: Installer Supplies (1 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-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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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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16990 Via Tazon, Suite 122, San Diego, CA 92127 - Phone: 800.400.4927 - Fax: 858.675.9377
© 2009 - Pacific Solutions, All Rights Reserved. |
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