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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

​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
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Inventors of great flooring software


Hours

M-F: 7am - 5pm Pacific
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Telephone

800.400.4927
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Email

sales@pacificsolutions.com
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ADDRESS
Mailing Address: 810 Oak Meadow Drive #682927
Franklin TN 37068
TN Office: 3011 Harrah Dr #B, Spring Hill, TN 37174
  • Home
  • Products
    • Management Software >
      • Commercial: JobRunner
      • Residential: FloorManager
      • Warehouse Management Module
      • DocuSign
      • Tableau
      • JotForm
      • PS Mobile
      • Spec-Intel
      • Enterprise Financials
      • Enterprise Scheduler
    • Estimation Software >
      • FloorRight
    • Measuring Software >
      • SiteDraw
    • Data Backup
  • Education
    • Management >
      • E-Learning
      • On-Site
      • Consulting
    • FloorRight >
      • On-Site
      • Classroom
      • E-Learning
  • Support
    • Server Hosting
    • FloorRight Support
    • System Requirements
    • Upgrade Request
    • Pacific Connect
  • Webstore
  • Clients
    • User's Education Seminar
    • Help Center | Client Zone
  • About Us
    • Our Team
    • Contact
  • Pacific Connect