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
3.5 | Homework
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
4.7 | Homework
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
5.7 | Homework
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
6.5 | Homework
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
7.5 | Homework
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
8.9 | Homework
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
Previous Topic

12.4 | Homework

12 Step Training Lesson 12 | Managing Sales Leads and Tracking Marketing Campaigns 12.4 | Homework

Reread this section as needed. Enter several sales leads. Create appointments from those leads and view them on the schedule board.

Previous Topic
Back to Lesson