12 Step Training

Lesson 1 | Basic Navigation and Contact Management

8 Topics | 1 Quiz

1.1 | Watch Videos

1.2 | How to Locate and Organize Contacts

1.3 | Using the Advanced Search to Locate Anything

1.4 | How to Enter A Customer

1.5 | Entering Job and Sub-Customers

1.6 | Viewing Customer History

1.7 | Recording Notes in the Contact Log

Lesson 1 Homework

Lesson 1 Test | Basic Navigation and Contact Management

Lesson 2 | Ordering & Receiving Inventory

4 Topics | 1 Quiz

2.1 | Watch Videos

2.2 | Introducing Invoice Item Types

2.3 | Create Purchase Orders (POs)

2. 4 | Receiving Items into Stock

Lesson 2 Test | Ordering & Receiving Inventory

Lesson 3 | Entering Bills, Credit Card Charges, and Paying Bills

5 Topics | 1 Quiz

3.1 | Watch Videos

3.2 | Entering Bills for Received Items

3.3 | Understanding Vendor Credits

3.4 | Paying Bills

Lesson 3 Test | Entering Bills, Credit Card Charges, and Paying Bills

Lesson 4 | Invoicing, Receiving Payments, and Making Deposits

7 Topics | 1 Quiz

4.1 | Watch Videos

4.2 | Quick Refresher on Invoice Items and Types

4.3 | The Basics on Sales Tax

4.4 | Entering Invoices

4.5 | How to Create and Apply Customer Credits

4.6 | Receiving Payments

Lesson 4 Test | Invoicing, Receiving Payments, and Making Deposits

Lesson 5 | Service Agreements

7 Topics | 1 Quiz

5.1 | Watch Videos

5.2 | Understanding the Service Agreement Item Type

5.3 | Selling a Service Agreement

5.4 | Planned Maintenance and Managing SA Work Orders

5.5 | How to Renew a Service Agreement

5.6 | Introduction to Service Agreement Escrow Accounting

Lesson 5 Test | Service Agreements

Lesson 6 | Estimating and Sales Proposals

5 Topics

6.1 | Watch Videos

6.2 | Review Invoice Items and Types

6.3 | Creating Estimates

6.4 | Printing and Emailing

Lesson 7 | Scheduling and Dispatching

5 Topics | 1 Quiz

7.1 | Watch Videos

7.2 | Entering Appointments

7.3 | Entering Work Orders

7.4 | Using the Schedule Board

Lesson 7 Test | Scheduling and Dispatching

Lesson 8 | Payroll Setup and Processing

9 Topics | 1 Quiz

8.1 | Watch Videos

8.2 | Entering Payroll Items

8.3 | Setting Up Payroll Templates and Employee Payroll

8.4 | Recap Lesson: Entering Timesheets

8.5 | Process Pay Group and Sales Commissions

8.6 | Process Pay Checks

8.7 | Editing, Printing Paychecks, and Direct Deposit

8.8 | Paying and Adjusting Payroll Liabilities

Lesson 8 Test | Payroll Setup and Processing

Lesson 9 | Aptora Mobile II

10 Topics

9.1 | Watch Videos

9.2 | Logging In

9.3 | Understanding the Dashboard

9.4 | Looking up Customer and Equipment History

9.5 | Work Orders

9.6 | Creating Invoices and Taking Payments

9.7 | Formatting, Previewing, and Emailing Work Orders and Invoices

9.8 | App vs. Browser Version

9.9 | Converting Mobile Invoices to Invoices in Total Office Manager

9.10 | Homework

Lesson 10 | Open Q&A

2 Topics

10.1 | Introduction

10.2 | Homework

Lesson 11 | Users, Security, and Preferences

4 Topics | 1 Quiz

11.1 | Watch Videos

11.2 | Security and Granting Permissions

11.3 | Understanding the Audit Trail

11.4 | Homework

Lesson 11 Test | Users, Security, and Preferences

Lesson 12 | Managing Sales Leads and Tracking Marketing Campaigns

4 Topics | 1 Quiz

12.1 | Introduction

12.2 | Entering and Managing Sales Opportunities (Leads)

12.3 | Introduction to the Marketing List Generator

12.4 | Homework

Lesson 12 Test | Managing Sales Leads and Tracking Marketing Campaigns

Lesson 12 Test | Managing Sales Leads and Tracking Marketing Campaigns

12 Step Training Lesson 12 | Managing Sales Leads and Tracking Marketing Campaigns Lesson 12 Test | Managing Sales Leads and Tracking Marketing Campaigns

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Question 1 of 5

1. Question
When setting up your SOM the _______ _______ and the _______ _______will need to be assigned to products that have been created.
- Probability Questions, Profile Questions
- Qualifying Questions, Profile Questions
- Stages List, Profile Questions
- Qualifying Questions, Probability Questions
- Probability Questions, Stages List
Correct

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Question 2 of 5

2. Question
Generate this report to view an analysis of sales generated from Direct Mail ads.
- Sales Opportunity Closing Report
- Sales Opportunity Analysis by Product Report
- Sales Opportunity Analysis by Source Report
- Sales Opportunity Analysis by Marketing Report
- Sales Opportunity by Source Report
Correct

Incorrect
Question 3 of 5

3. Question
Susie Q is one of your best sales people. To view her success at obtaining awarded estimates, you would generate which report?
- Sales Opportunity Closing Ratios Report
- Sales by Employee Report
- Sales Opportunity by Source Report
- Sales Manager Overview Report
- Sales Opportunity Status Report
Correct

Incorrect
Question 4 of 5

4. Question
To view how many products Susie Q has sold and on which stage is she with any outstanding leads, you would generate which report?
- Sales by Technician Report
- Sales Opportunity Analysis by Product Report
- Sales by Sales Rep Report
- Sales Manager Overview Report
- Sales Opportunity Closing Ratios Report
Correct

Incorrect
Question 5 of 5

5. Question
Use what feature to create a list of customers that have not done business with you over the last three months.
- Customer History Report
- Purchase History Report
- Customer Sales Report
- Marketing List Generator
- Invoiced List Generator
Correct

Incorrect

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