Education Segment 1
Summary of Foundation Education
1. Onboarding
a. Orientation to the online Foundation Education experience
b. Customer creation and navigation
c. Vendor creation and navigation
d. General navigation
2. Sales
a. Order Entry
i. Basics of proposal entry and printing the proposal
ii. Establishing job budgets and manual line entry
iii. Selecting tax types
iv. Using box quantities
v.. Setting GPM
vi. Navigating and locating proposals
b. Order Entry Efficiencies (Tools)
i. Using Kits
ii. Bundling and printing summarized bids
c. Awarded Jobs
i. Client deposits
ii. Creating complete and phased pending purchase orders
iii. Using the Status Tab
iv. Creating complete and phased work orders
v. Printing purchase and work orders
vii. Report for sales written
3. Production
a. Installation
i. Creating complete and phased work orders
ii. Printing work order options
iii. Submitting sub trade work orders to accounts payable
iv. Scheduling and modifying work orders on core system calendar (enterprise scheduler is trained separately)
v. Reserving and modifying stock materials to jobs
vi. Reports for material not assigned and not scheduled
b. Purchasing
i. Locating and printing purchase orders
ii. Ordering and modifying purchase orders
iii. Creating stock material purchase orders
iv. Voiding cancelled purchase orders
v. Report for late purchase orders
c. Warehouse (not electronic warehouse management)
i. Locating and receiving materials for jobs and stock
ii. Receiving multiple rolls/pallets
iii. Staging and delivering pick tickets
iv. Reports for received, not received, and not delivered materials
4. Accounting (Enterprise Financials are trained separately)
a. Receivables
i. Client deposits
ii. Invoicing the job and printing the invoice
iii. Progress invoicing and bundling the invoice
iv. Posting payment to invoices
v. Voiding and refunding payments
vi. Reports for invoiced sales, receivables aging and client payments
b. Payables
i. Approving, modifying, and posting labor costs
ii. Processing hourly labor costs
iii. Printing work orders
iv. Reports for unapproved work orders and hourly labor
v. Cost verification of material bills to purchase order
vi. Posting general expense bills into accounts payable
vii. Viewing and modifying the GL posting of accounts payable
viii. Reversing a bill
ix. Reports for payables aging and unverified bills
c. General Financials
i. Paying bills, printing, and voiding checks
ii. Navigating bills due and check register
iii. Processing bank deposits and bank reconciliations
iv. Creating ledger accounts
v. Creating and printing general journal entries
vi. Viewing job profits at the job level
vii. Closing jobs
viii. Reports for account inquiries, income statement, balance sheet and trial balance
a. Orientation to the online Foundation Education experience
b. Customer creation and navigation
c. Vendor creation and navigation
d. General navigation
2. Sales
a. Order Entry
i. Basics of proposal entry and printing the proposal
ii. Establishing job budgets and manual line entry
iii. Selecting tax types
iv. Using box quantities
v.. Setting GPM
vi. Navigating and locating proposals
b. Order Entry Efficiencies (Tools)
i. Using Kits
ii. Bundling and printing summarized bids
c. Awarded Jobs
i. Client deposits
ii. Creating complete and phased pending purchase orders
iii. Using the Status Tab
iv. Creating complete and phased work orders
v. Printing purchase and work orders
vii. Report for sales written
3. Production
a. Installation
i. Creating complete and phased work orders
ii. Printing work order options
iii. Submitting sub trade work orders to accounts payable
iv. Scheduling and modifying work orders on core system calendar (enterprise scheduler is trained separately)
v. Reserving and modifying stock materials to jobs
vi. Reports for material not assigned and not scheduled
b. Purchasing
i. Locating and printing purchase orders
ii. Ordering and modifying purchase orders
iii. Creating stock material purchase orders
iv. Voiding cancelled purchase orders
v. Report for late purchase orders
c. Warehouse (not electronic warehouse management)
i. Locating and receiving materials for jobs and stock
ii. Receiving multiple rolls/pallets
iii. Staging and delivering pick tickets
iv. Reports for received, not received, and not delivered materials
4. Accounting (Enterprise Financials are trained separately)
a. Receivables
i. Client deposits
ii. Invoicing the job and printing the invoice
iii. Progress invoicing and bundling the invoice
iv. Posting payment to invoices
v. Voiding and refunding payments
vi. Reports for invoiced sales, receivables aging and client payments
b. Payables
i. Approving, modifying, and posting labor costs
ii. Processing hourly labor costs
iii. Printing work orders
iv. Reports for unapproved work orders and hourly labor
v. Cost verification of material bills to purchase order
vi. Posting general expense bills into accounts payable
vii. Viewing and modifying the GL posting of accounts payable
viii. Reversing a bill
ix. Reports for payables aging and unverified bills
c. General Financials
i. Paying bills, printing, and voiding checks
ii. Navigating bills due and check register
iii. Processing bank deposits and bank reconciliations
iv. Creating ledger accounts
v. Creating and printing general journal entries
vi. Viewing job profits at the job level
vii. Closing jobs
viii. Reports for account inquiries, income statement, balance sheet and trial balance
Modules not included in Foundations that are available in self-paced videos:
- Opportunities (Video and Whitepaper in Zoho)
- QuickSale (Video in Zoho)
- Revenue Recognition (Flooring Financial Fee based. Outside of the scope of PS)
- Month End Closing Checklist (Video and Whitepaper in Zoho) – put in foundations
- Bar Code Scanning (video)
- Warehouse Management (Video series in Zoho)
- Change Orders (video series) – JR only
- Alternates (video series)
- Upgrades (video series)
- DocuSign Integration
- JotForm Integration
- Tableau
- Estimation Imports
- Print Options Brochure
- Emailing from the system
- Work Order splitting and matching what was installed
- Enterprise Financials
- Enterprise Scheduler
- Enterprise Job Costs/ WIP JR only
- AIA billing
