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| Class Title |
Class ID |
Class Description |
| New Customer Training | Back to Top |
| Learning Basics - Anytime Learning | NCT01W
View | This course provides resources to help you learn to use Sage Master Builder. You will learn to create your online training account, register for online classes, and install the Sample Company. Other topics in this course include:
• How online classes are organized
• How to select the right classes
• Requirements for participating in online classes
• Where to go for help
• Other resources to help you learn the software
|
| Program Basics | NCT02
Register | This class is an introduction to Sage Master Builder. In this class you will learn how to:
Open a company
Identify the parts of the main Sage Master Builder window
Identify the parts of a typical Sage Master Builder window
Locate and view an existing record
Open and view the other parts of the program that hold information included within a record
Search for onscreen Help |
| Program Basics - Anytime Learning | NCT02W
View | NCT02W has the same content as the NCT02 live online class, but in an Anytime Learning, on-demand format; participate at your convenience based on your schedule. |
| Setup Basics 1 | NCT03
Register | This class is the first of two classes that cover setting up a new company in Sage Master Builder. In this class you will learn how to:
Create a new company
Set up a general ledger and chart of accounts
Create departments and subsidiary accounts
Set up workers' compensation codes
Set up cost codes and divisions
Set up users |
| Setup Basics 1 - Anytime Learning | NCT03W
View | NCT03W has the same content as the NCT03 live online class, but in an Anytime Learning, on-demand format; participate at your convenience based on your schedule. |
| Setup Basics 2 | NCT04
Register | This is the second of two classes that cover setting up a new company in Sage Master Builder. In this class you will learn how to:
Select the best method for entering starting accounting balances
Enter starting accounting balances
Set up jobs quickly
Set up vendors quickly |
| Setup Basics 2 - Anytime Learning | NCT04W
View | NCT04W has the same content as the NCT04 live online class, but in an Anytime Learning, on demand format; participate at your convenience based on your schedule. |
| Enter Bills (Accounts Payable) | NCT05
Register | Create a new vendor record and complete basic accounts payable invoices and credits.
Set up a vendor with all necessary and optional information
Enter a bill for a vendor
Enter a credit two different ways
Void an invoice |
| Accounts Payable 1: Enter Bills - Anytime Learning | NCT05W
View | NCT05W has the same content as the NCT05 live online class, but in an Anytime Learning, on-demand format; participate at your convenience based on your schedule. |
| Pay Bills (Invoices) | NCT06
Register | This class covers all the steps involved in processing invoice payments. Topics include:
Select invoices for payment
Print Set to Pay Report
Print checks
Print vouchers
Void and make corrections
View available reports |
| Accounts Payable 2: Pay Bills - Anytime Learning | NCT06W
View | NCT06W has the same content as the NCT06 live online class, but in an Anytime Learning, on-demand format; participate at your convenience based on your schedule. |
| Clients & Jobs (Accounts Receivable) | NCT07
Register | Participants will learn how to:
Enter a client record with necessary and optional information
Enter a job record with necessary and optional information |
| AR Clients and Jobs - Anytime Learning | NCT07W
View | NCT07W has the same content as the NCT07 live online class, but in an Anytime Learning, on-demand format; participate at your convenience based on your schedule. |
| Invoices & Cash Receipts (Accounts Receivable) | NCT08
Register | Learn how to record invoices, credits and cash receipts in Accounts Receivable. You will:
Create an invoice
Create a credit two different ways
Apply payments and credits to an invoice
Reverse cash receipts
Print a variety of reports |
| AR Invoices and Cash Receipts - Anytime Learning | NCT08W
View | NCT08W has the same content as the NCT08 live online class, but in an Anytime Learning, on-demand format; participate at your convenience based on your schedule. |
| Payroll Setup 1 | NCT09
Register | Begin to set up basic payroll:
Set up employee positions for proper posting of payroll into the general ledger
Set up workers' compensation rates to speed data entry
Set up payroll calculations (employee deductions and employer costs)
Understand the role these functions play in payroll processing |
| Payroll Setup 1 - Anytime Learning | NCT09W
View | NCT09W has the same content as the NCT09 live online class, but in an Anytime Learning, on-demand format; participate at your convenience based on your schedule. |
| Payroll Setup 2 | NCT10
Register | This class builds on what you learned in Payroll Setup 1. Learn how to:
Set up an employee
Get startup records into payroll
|
| Payroll Setup 2 - Anytime Learning | NCT10W
View | NCT10W has the same content as the NCT10 live online class, but in an Anytime Learning, on-demand format; participate at your convenience based on your schedule. |
| Timecards and Paychecks | NCT11
Register | Learn the essentials of entering timecards for employees working on jobs, for overhead employees, and for management. You will also learn how to print payroll checks and post in detail to the general ledger. |
| Timecards and Paychecks - Anytime Learning | NCT11W
View | NCT11W has the same content as the NCT11 live online class, but in an Anytime Learning, on-demand format; participate at your convenience based on your schedule. |
| Basic System | Back to Top |
| System Overview | FRM01
Register | Find your way around Sage Master Builder menu items and understand how they relate to each other. |
| Security and F7 Options | FRM11
Register | Set up security at different levels in your Sage Master Builder system, including security groups and assigning users to those groups. You will also learn how to set up security at the menu and fields levels, and use F7 to set default options. |
| Construction Accounting | Back to Top |
| Construction Accounting I - Business | ATG01
Register | Types of fiscal entities
The chart of accounts
Completed contract and percent complete accounting
Accrual and cash accounting
Book and tax depreciation |
| Construction Accounting II - Financial | ATG02
Register | Budgeting
Adjustment for work in progress
Trends & ratios
Internal controls Tax planning |
| Construction Accounting III - Construction Issues | ATG03
Register | Payroll issues
Employees and their compensation
Workers' Compensation Insurance
Prevailing Wage rules and regulations
The importance of contract language in prime contracts, subcontracts and change orders
Mechanics lien laws
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| Construction Accounting IV - Management Issues | ATG04
Register | The types of bonds contractors may require, how to obtain the bonds and how they work
The types of insurance contractors may require
How long certain records need to be retained
|
| Bookkeeping I | BKP01
Register | Understand some basic general accounting, and see examples of these basic concepts in various Sage Master Builder windows.
Journals and Ledgers
Cash versus Accrual Accounting
Completed Contract vs. % Completion
Batch versus Real Time Posting
|
| Construction and Job Costing Bookkeeping Specifics | BKP02
Register | Understand and use bookkeeping terminology specific to construction.
Job Costing
Retention - for both Accounts Receivable and Accounts Payable
Lien Waivers
Vouchers
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| Payroll, Matching Principle, and Information Retrieval | BKP03
Register | Understand additional basic general accounting, and see examples of these basic concepts in various Sage Master Builder windows.
Income and expense Matching Principle
Payroll concepts such as net, gross, burdened
How to review and reconcile your work
How to track/retrieve data |
| Organization, Paper Flow, and Records Retention | BKP04
Register | Develop standard operating procedures to help organize your office. |
| Construction Management | Back to Top |
| Building a Sales and Marketing Machine | MGM01
Register | Understand the concept of "marketing"
Ability to describe what product their organization is selling
Identify their target client
Importance of creating customer satisfaction
Financial impact of better sales and marketing |
| Benefits Of Scheduling | MGM02
Register | How schedules can make your business more profitable
Faster schedules means greater profits
Quantify the dollar benefit of faster production
Calculate the cost of making the implementing scheduling
Realize the net benefit of making the improvement |
| Improving the Estimating Process | MGM03
Register | Getting a higher percentage of jobs you bid
Avoiding wasting time on unproductive estimates
Increasing the accuracy of your estimates
Decreasing the time it takes to complete an estimate (faster estimates means greater profits) |
| Project Management for Profitability | MGM04
Register | How good management methods can increase profits
Reports to review
An Implementation plan |
| Accurate Timecards | MGM05
Register | What messages are sent to employees in the collection of job and time information
The two benefits of daily timecards
The layout of an effective timecard
The financial impact of more accurate timecards |
| Payroll Processing to Avoid Unnecessary Costs | MGM06
Register | Discuss the effectiveness of payroll processing to avoid unnecessary costs and increase efficiency.
The efficiency of utilizing an automated payroll system
The importance of accurate timecards and the impact of accurate payroll reports
Recording of proper workers' compensation codes |
| Motivating Employees To Increase Productivity | MGM07
Register | The success of money as a motivator and how it can be used to motivate employees.
Giving an employee control and responsibility for their production.
The importance of a team culture within their organization.
How increased productivity enhances a company's profits each year.
An example implementation to incorporate within their organization. |
| Preventing Fraud and Embezzlement | MGM08
Register | Discuss the theory of internal controls to prevent fraud and embezzlement.
Determine how to improve your company's Internal Control System.
Be aware of signs that fraud may be happening in your company
Become aware of some of the many ways that employees steal from their employers. |
| Improving Profitability by Managing Accounts Payable | MGM09
Register | Discuss ways to manage your Accounts Payable to maximize your cash flow and increase earning potential |
| Increasing Profit by Controlling Inventory | MGM10
Register | The theory of inventory from an accounting perspective
Comparing benefits of carrying inventory with additional costs of carrying inventory.
Just-in-Time Inventory
The Theory of the Economic Order Quantity Model
Virtual Warehousing
Ways to manage inventory to increase profits |
| Managing Accounts Receivable | MGM11
Register | Maximize cash flow and increase profitability through better management of your company's accounts receivable. |
| Managing Service Receivables for Increased Profitability | MGM12
Register | Maximize your company's cash flow and profitability by managing service receivables.
Understand ways to increase the profitability of service work
Know the difference between fixed and variable costs
Discern the nuances of customer service
Understand different marketing ideas, pricing structures, and employee incentive options
Manage each step of the service call |
| Equipment | Back to Top |
| Equipment Setup and Entry | EQP01
Register | Determine which portions of the Equipment Management module are appropriate for your company. Then, you will learn how begin managing your equipment by setting up equipment ledger accounts, cost codes, and equipment vendor information. Finally, you will learn how to enter equipment information in the 8-3 Equipment window. |
| Equipment Cost Recovery and Allocation | EQP02
Register | Create cost recovery rates.
Define Cost Recovery
Calculate resource consumption values
Enter costs of ownership
Set up estimated use
Enter costs of operation
Analyze cost recovery rates
Set billing rates
Enter equipment usage for cost allocation to jobs
Analyze equipment usage reports |
| Equipment Payments and Depreciation | EQP03
Register | Set up a piece of equipment to facilitate loan processing and depreciation posting
Process equipment loan payments
Post period depreciation
Understand journal entries made by the loan payments system and the depreciation posting |
| Estimating | Back to Top |
| Importing and Maintaining the Parts Database | EST41
Register | Incorporate and manipulate existing vendors' parts databases for use in Sage Master Builder.
Identify what types of files may be imported
Check a file for problems and consistency prior to importing
Use 9-6 Add Parts/Update Prices to import and update vendors' files into your parts database
Add more part information after importing from a vendor's file using 9-7 Update Database
Delete unneeded parts
|
| Entering a Simple Takeoff | EST51
Register | Use the Sage Master Builder Takeoff to create and print a basic job estimate.
Create a new job "on the fly" Customize the Takeoff grid
Enter a simple "yellow pad" type of estimate
Calculate, save, delete and import a Takeoff
Use the Find and Notes functions of the takeoff screen
Print the Takeoff Worksheet report |
| Estimating: Parts & Classes | EST52
Register | Organize parts, and the basics of assemblies and classes. |
| Estimating: Assemblies | EST53
Register | Create and modify assemblies using Sage Master Builder's 9-3 Assemblies window. |
| Parts & Assemblies in Takeoffs, Markup | EST54
Register | Bring parts and assemblies into your takeoff, markup your estimate, manage sales tax, and add insurance and bonding to your takeoff. |
| Bid Items & Phases; Recaps, Add-ons, and Summary Tab | EST55
Register | Create and use Bid Items, Phases, and Recaps as part of your estimate; and how to add special amounts to the takeoff bid. |
| Updating Parts, Vendor Bid Requests and Exporting | EST56
Register | Update takeoff parts and round up extended quantities by minimum order quantities. Produce documents requesting prices from vendors. Manage estimates by creating bid request letters to vendors and then revising your takeoff with the updated prices. You will learn to export project budgets, change orders, proposals in different formats, purchase orders. Create subcontracts for specific vendors. |
| Formula Basics | EST57
Register | Use formulas to alter the quantity and price of components of your Takeoff.
Explain the differences between variables and constants
Use math functions, including parenthesis
The math and other rules governing formulas
Enter basic formulas
Create workable variable names
Enter project values
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| Advanced Formulas | EST58
Register | Use advanced formulas to make complicated calculations in your Takeoff.
Build a roofing estimating system
Create safe factoring for waste
Create safe factoring for productivity
Use formulas to switch between subcontracting and not subcontracting a portion of the work
|
| General Ledger | Back to Top |
| General Ledger: Monthly Audit, Reports, and Close Month | GNL05
Register | Gain an understanding of General Ledger month-end processing. Learn how to:
Audit accounting books
Close accounting books for the month
Post to a prior period
Print month-end reports |
| General Ledger: Close Fiscal Year | GNL06
Register | Anyone involved in year-end reporting and closing will benefit from this thorough presentation of how to prepare for year-end, reports to review, audits to complete, how to close the books for the fiscal year, and how to make adjustments to the prior year after closing. This discussion includes:
• When to make backup
• How to audit your books
• What tasks are performed by Close Books
• Contents of the archive folder
• Closing and removing completed jobs
• Removing paid invoices
• Voiding entries from the prior year
• Modifying general ledger accounts
• Considerations for Enterprise users
|
| General Ledger Year-End Procedures -- Anytime Learning | GNL06-W
View | NEW
Anyone involved in year-end reporting and closing will benefit from this thorough presentation of how to prepare for year-end, reports to review, audits to complete, how to close the books for the fiscal year, and how to make adjustments to the prior year after closing.
This online, recorded course includes several modules designed to prepare you for year-end general ledger closing. You will learn how to create an archive folder for reporting purposes, update the chart of accounts for the new year, make adjusting journal entries, and void prior year transactions. This course provides a checklist for year-end general ledger processing, and explains when to use the Audit/Close Books command instead of Close Payroll Year. Specific topics also covered in this course include:
• Importance and timing of backup
• The difference between payroll year-end close and general ledger year-end close
• Available resources
• Audit general ledger process
• How to correct common general ledger audit errors
• What tasks are performed by Audit/Close Books
• How to close the general ledger and create an archive company
• What the archive company contains
• Closing and removing completed jobs
• Voiding entries from the prior year
• Modifying general ledger accounts
• How to close the general ledger using Sage Master Builder Enterprise
|
| Checks and Deposits, Reconciliation and General Ledger Work | GNL10
Register | Learn how to enter and print a check, enter a deposit, transfer funds between checking accounts; and enter, locate, correct, and void journal transactions. |
| Inventory | Back to Top |
| Inventory Setup | INV01
Register | Particpate in this class to learn how to set up Sage Master Builder Inventory and how to enter beginning inventory balances. Topics include:
The purpose, benefits, and costs of inventory
Selecting an inventory valuation method
Setting up inventory locations
Setting up inventory parts
Entering beginning balances of inventory |
| Inventory Allocation | INV11
Register | Students will learn about the Inventory Allocation window, and how to enter inventory allocations to record changes in inventory. After participating in this class, students will be able to:
Move Inventory from one location to another
Expense inventory used on a job
Expense inventory used for internal purposes
Adjust for inventory shrinkage quantity
Adjust for inventory value
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| Inventory Reports, Ordering & Receiving | INV12
Register | This class is designed to help you use Sage Master Builder's Inventory module to maintain your company's inventory. Learn how to order parts, record the receipt of parts, and track your inventory using reports. |
| Job Costing | Back to Top |
| Over/Under Billings and Bonding Reports | CST02
Register | Find out how to utilize the Over/Under Billings and Bonding reports. Learn how to make adjustments that affect these reports. |
| Budgets, Proposals, Job Cost Reports and Project Work Center | CST21
Register | In this class, you will learn how to set up budgets and proposals, and how budgets affect job cost reports. Find out what job cost reports are most helpful for various company members. Additionally, you will learn how to benefit from the project work center's features. |
| Upgrade | Back to Top |
| Sage Master Builder Upgrade to Version 12 -- Anytime Replay | SMBV12-W
View | This Sage Master Builder Upgrade class is a recording of a live, online class designed to orient customers to Version 12 enhancements. If you missed the live classes, no worries! View this Anytime Replay session on your schedule.
We’ll cover new installation and activation procedures, the new Executive Dashboard, and where to locate descriptions of software changes in release documentation. After participating in this session, you will be able to:
Recognize the new Sage “look” for Sage Master Builder software.
Install Sage Master Builder on a server and/or workstation.
Use the new Executive Dashboard for at-a- glance financial status information.
Locate the Copy Company feature.
Locate release notes that describe software changes. |
| Sage Master Builder Upgrade to Version 13 -- Anytime Replay | SMBV13-W
View | This Sage Master Builder Upgrade class is a recording of a live, online class designed to orient customers to Version 13 enhancements. If you missed the live classes, no worries! View this Anytime Replay session on your schedule.
During this session, we will highlight the various enhancements in the latest version 13 of Sage Master Builder. In addition to discussing Vista compatibility, we’ll cover report drill downs, logging on to the Sample Company, and several product enhancements including in-product Help. After participating in this course, you will be able to:
Plan your workstation upgrades with Vista compatibility.
View supporting details for more than 1000 pre-built reports.
Use the new logon hint to easily access the Sample Company.
Improve communications using new e-mail options.
Associate Requests for Information and Submittals with clients.
Save the final bank reconciliation as a PDF report.
Quickly and easily delete subaccounts.
Take advantage of in-product Help features to access additional instructions.
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| Payroll | Back to Top |
| Payroll Setup for Union / Certified Jobs | PYR02
Register | Learn how to set up Payroll for union jobs and certified jobs. This course covers:
Union and prevailing wage calculations
Paygroups
Benefit packages
Job designations |
| Multi-State & Local Setup | PYR03
Register | Learn how to set up Payroll for multi-state processing and local taxes. Topics include:
Basic multi-state setup
Advanced multi-state setup - using local payroll tax table
Local payroll tax setup |
| Union and Certified Reports | PYR04
Register | This class covers what you need to know to produce accurate union and certified payroll reports. Topics include:
Timecard entry using Paygroups and Certified fields
Union reporting
Certified reporting |
| Advanced Timecards | PYR13
Register | Use Sage Master Builder to perform advanced timecard and employee entry procedures.
Enter hand-computed payroll records, bonus pay, and payroll advances
Enter time to jobs for salaried employees and sole proprietors
Accrue sick and vacation time on employees |
| Advanced Payroll Processing | PYR14
Register | This class focuses on the following processing features:
Direct deposit
Posting payroll to the general ledger
Calculating your federal and state payroll tax liabilities
Voiding payroll records
Using a payroll processing checklist |
| Payroll Quarterly Reports | PYR21
Register | Learn how to prepare required federal and state quarterly reports. Topics include:
Running and proofing a payroll audit
Proofing general ledger balances
Error correction
Printing reports |
| Payroll Year-end Closing | PYR22
Register | This course is designed to prepare you for year-end payroll closing. You will learn how to create an archive folder for reporting purposes, reconcile quarterly payroll reports to year-end figures, close payroll files for the calendar year, and produce W-2s and other year-end payroll forms. This course provides a checklist for year-end payroll processing, and explains when to use the Audit/Close Books command instead of Close Payroll Year. Specific topics also covered in this course include:
• How to perform a payroll audit and repair errors
• Reviewing and updating employee status
• Importance and timing of backup
• Payroll record count
• Reports to review and compare before closing
• Proofing W-2 totals against other reports
• How Close Payroll Year affects your payroll records
• What the archive folder contains
• How to produce printed W-2s and a magnetic media file from the archive folder
|
| Payroll Year-End Procedures -- Anytime Learning | PYR22-W
View | NEW
This online, recorded course includes several modules designed to prepare you for year-end payroll closing. This course is designed to prepare you for year-end payroll closing. You will learn how to create an archive folder for reporting purposes, reconcile quarterly payroll reports to year-end figures, close payroll files for the calendar year, and produce W-2s and other year-end payroll forms. This course provides a checklist for year-end payroll processing, and explains when to use the Audit/Close Books command instead of Close Payroll Year. Specific topics also covered in this course include:
• Importance and timing of backup
• The difference between payroll year-end close and general ledger year-end close
• Available resources
• Audit payroll process
• How to correct common payroll audit errors
• Proofing W-2 totals against other reports
• How to close payroll and create an archive company
• What the archive company contains
• How to produce printed W-2s and a magnetic media file from the archive folder
• How to verify vendor balances and create 1099 forms
• When and how to update payroll calculations for the new year
• How to close payroll using Sage Master Builder Enterprise
|
| Daily Payroll | PYR51
Register | Learn how to enter your daily payroll and review daily payroll postings in preparation for processing. |
| Project Management | Back to Top |
| Change Orders | CHG01
Register | Create prime and subcontract change orders, and use the change order to create accounts receivable invoices. |
| Reconciling Job Costs & Project Review | CST22
Register | Use Sage Master Builder to maintain balance between direct expense accounts in the general ledger and expenses recorded in job cost. Learn how to compare job costs with general ledger data, and how to make corrections. |
| Cost to Complete | CTC01
Register | Utilize 6-8-1 Cost to Complete to calculate costs necessary to complete a project. |
| Document Control I | DMG01
Register | Manage written communication from your company using Sage Master Builder's Requests for Proposal, Requests for Information, Transmittals, Submittals, and Correspondence. |
| Document Control II | DMG02
Register | Learn how to enter and utilize document-tracking information, including:
Plan Distribution
Daily Field Reports
Punch Lists
Hot Lists |
| Purchase Orders and Committed Costs Report | PCH01
Register | Use Sage Master Builder to manage your purchase orders. In this class you will:
Create purchase orders manually, from takeoffs, and from requests for proposal
Apply Accounts Payable invoices to purchase orders
Cancel quantities from an open purchase order
Close completed purchase orders
Review various purchase order reports
Create a purchase order for inventory
|
| Subcontracts | SUB01
Register | Use Sage Master Builder to enter and track subcontracts. Learn how to:
Enter and print subcontracts
Create accounts payable invoices that are related to subcontracts
Print subcontract reports |
| Reporting | Back to Top |
| Advanced Report Printing and Queries | FRM30
Register | This course covers advanced report printing and query techniques, including how to:
E-mail, fax, and schedule reports
Create, format, and print queries |
| Report Writer 1: Simple Custom Reports | FRM31
Register | Use Sage Master Builder Report Writer and the Report Writer Wizard to create, format, save, and print simple custom reports. |
| Report Writer 2: Multi-Level Custom Reports | FRM32
Register | Learn how to create more sophisticated custom reports. Topics include:
Grouping and subtotaling reports
Working with band lines
Resetting forms and pages
Printing reports from Sage Master Builder System report menus |
| Report Writer 3: Modifying System Reports | FRM33
Register | This course teaches you how to modify Sage Master Builder system reports. You will also learn how to export reports to Microsoft Excel and Word, and to PDF. |
| Report Writer 4: Calculated Fields | FRM34
Register | Learn when and how to use calculated fields. After completing this class you will be able to:
Create new calculated fields
Use operators and functions within calculated fields
Use calculated fields in reports and form designs
|
| Form/Report Page Design 1: Basics | FRM71
Register | Use Form/Report Page Design to customize existing forms. |
| Form/Report Page Design 2: Page Options and Graphics | FRM72
Register | Incorporate more sophisticated features into your forms and reports. Learn how to:
Work with fields on your forms
Import graphics into your form designs
Create multiple-form designs
Create multiple-page form designs |
| Scheduling | Back to Top |
| Scheduling Basics | SCH01
Register | Learn the essentials of Scheduling, including how to:
Create a task list
Create a basic schedule
View the Gantt chart in different scales
Print a Gantt chart |
| Scheduling - Relationships & Critical Path | SCH02
Register | When you complete this class you will be able to:
Draw relationships on the Gantt Chart
Set up non-work days
Review the schedule
Establish the Original Schedule dates. |
| Scheduling - Constraints & Resources | SCH03
Register | Utilize some of Sage Master Builder's advanced scheduling features to more accurately plan a job. Learn how to:
Use constraints in your schedule
Assign resources
Review the schedule
Print subcontract Project Notices
Export/import schedules |
| Scheduling - Phases & Reports | SCH04
Register | Utilize some of Sage Master Builder's advanced scheduling features to better manage your job's schedule. Topics include:
Schedule Recap
Scheduling Job Phases
Managing the Schedule
Acceleration
Scheduling Reports |
| Service Receivables | Back to Top |
| Service Receivables - Setup | SRV20
Register | Learn how to set up clients specifically for use within the Service Receivable module. At completion of this class, you will be able to:
Distinguish between Accounts Receivable and Service Receivables
Determine your needs for lists, user defined fields, and specific setup features
Fully create a new client
Create a location, equipment, and service contract for this new client
Answer specific questions about the sample data |
| Service Receivables - Quotes and Work Orders | SRV21
Register | Learn how to create quotes and work orders using menu option 11-2 Work Orders/Invoices/Credits. Students will experience each step of the work order process including:
Recording the incoming phone call
Locating the client's record
Completing the work order or quote
Saving and printing the work order or quote |
| Service Receivables - Dispatching | SRV22
Register | Participate in this class so that you can:
Setup and customize the Dispatch Board for your company
Dispatch work orders onto the Dispatch Board
Manipulate appointments, including moving, copying, and adjusting times
Review the Calendar setup, view appointment types, and block out time for technicians who are unavailable |
| Service Receivables - Flat Rate Billing | SRV23
Register | Complete this class to learn how to set up a flat rate billing system and print the flat rate book. |
| Invoices, Receipts, and Reports | SRV24
Register | Gain experience in working with invoices and cash receipts in Service Receivables. Students will learn how to:
Create an invoice either from an existing work order or from scratch.
Add markups to an invoice.
Set the billing amount to a fixed value.
Follow each step of invoice processing, from posting invoices to recording payments.
Print an invoice.
Enter cash receipts against invoices.
Work with underpayments and overpayments.
Create multiple work orders and invoices. |
| Special Billing | Back to Top |
| Loan Draw Request | LDR01
Register | This class covers the fundamentals of creating, processing, updating, and managing loan draw requests. |
| Progress Billing | PRB01
Register | Learn how to set up, process, and manage progress billing. Upon class completion, students will be able to:
Import a schedule of values from a budget or proposal
Create a progress bill manually
Update from job costs
Update from change orders
Enter/alter current amounts
Print a progress bill
Update to accounts receivable |
| Time & Materials Billing | TIM01
Register | This class covers the set up and processing for time and material billing. Topics include:
Fundamental T&M billing setup
Wage and equipment rate tables
How to compute and print billing
Reviewing and editing job costs
Posting and voiding a T&M invoice |
| Unitary Billing | UNB01
Register | This class offers students the opportunity to learn how to set up, process, and manage unitary billing. |
