Education Segment 2

​Outline Summary of Onsite Preparation Consultation

  1. Staff is to finish Foundations Education during this time prior to the onsite event.
  2. Discovery Interview Call with trainer
    1. ​types of jobs your company engages and to set up examples of these in the live database for practice.
  3. System Check
    1. preview tax calculations and commission calculations.
  4. Data Import of practice stock inventory
  5. Purchased Add On Modules
    1. setup and configured on any devices or servers.

Education Segment 3

​Outline Summary of Tailored Onsite System Practice & Refinement

  1. Sales workflow and hand offs
    1. Q & A from Practice Proposal & Job Entry
    2. Opportunities & Dashboard
    3. Document & Correspondence Mgt
    4. Budgeting
    5. Change Orders
    6. Forms
    7. Mission Control
    8. Special Jobs to the business segments
  2. Operations workflow and hand offs
    1. Q & A from Practice Receiving & Delivering Materials
    2. PO and WO Management
    3. Scheduling Installations (Enterprise if purchased)
    4. Mission Control
    5. Q & A from Practice WO processing
    6. Cycle Counting & Inventory Adjustments
    7. Claims
  3. Accounting workflow and hand offs
    1. Q & A from Practice Invoicing Jobs
    2. Vendor Deposits
    3. Installer Retention
    4. JobRunner: Invoicing Projects, Retention
    5. AR Payments & Corrections
    6. General Banking, Modifications & Corrections
    7. Q & A from Costing Labor (sub & hourly) & Materials to Jobs
    8. Vendor Pricing Credits & Returns
    9. Processing Commissions
    10. Mission Control
    11. JobRunner: Budget & Contract Adjustments
    12. Journal Entries (job related & payroll) & Corrections
    13. General Accounting & Month end preparation
    14. Closing Jobs (en masse & establishing their process)
    15. Reporting
    16. Enterprise Financials
    17. JobRunner: Enterprise Job Costs
  4. Purchased Add On Modules
    1. Warehouse Management Module
    2. Enterprise Scheduler (if purchased)
    3. PS Mobile (if purchased)
    4. PS Mobile for Installers (if purchased)
    5. Property Mgt Online Ordering Module (if purchased)
    6. DocuSign (if purchased)
    7. JotForm (if purchased)
    8. Tableau (if purchased)
    9. Labels - Showroom / Inventory (if purchased)
  5. Client has system cleared for go live the following Monday
    1. Guide client to put beginning balance in the new checking account

Typical Segment 3 Onsite Schedule

A typical onsite schedule is displayed below. Your trainer will work with you and your staffing needs to schedule sessions by groups. Based on a "who does what" evaluation, group sessions and times can be modified to accommodate the best flow of training.
Day 1 Sales: 9am - 4pm
Sales practice & refinement:
Sales Staff
Project Managers
Receptionists
​Front of House
Day 2 Operations: 9am - 4pm
Operations practice & refinement:
Purchasing Staff
Installation & Scheduling Staff
Warehouse Staff
Day 3 Accounting: 9am - 4pm
Accounting practice & refinement:
Receivables Staff
Payables Staff
Bookkeeping Staff
​General Accounting Staff