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.

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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
      

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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