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
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7.1 | Watch Videos

12 Step Training Lesson 7 | Scheduling and Dispatching 7.1 | Watch Videos

This lesson could be self-directed if needed. Since this is a critical go live topic, we will cover it with you live. Students will learn the basics of scheduling activities and using the schedule board to organize and keep track of all activities.

Videos to Watch Prior to Lesson

Schedule Management–Videos 1 to 12 (about 25 minutes)

Lesson Time: 60 minutes

Topics Covered in This Lesson

  1. Entering Appointments
  2. Entering Work Orders
  3. Using the Schedule Board
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