Successware Training Dates Get the Most Out of Successware

Online Training Classes for

January & February

We are pleased to offer exclusive online training classes to our customers to provide you with the opportunity to learn valuable skills, tips and tricks, and information regarding Successware. To access our training videos, click here and log into the User Portal.

Attendance is limited, and spots are awarded on a first-come, first-served basis.

Register today

Customer Service Essentials

Date: Tuesday, January 18 – Wednesday, January 19

Time: Time: 2 – 3:30 p.m. EST

Cost: $249

This class includes everything you need to know about call taking and dispatch in Successware. The first day of class covers call taking and job creating, while the second day encompasses the call center and its functionality. This class is perfect for a new customer service representative (CSR) or an experienced user who wants to improve their skills. Click HERE to register.

The Successware Pricebook

Date: Wednesday, January 26 – Thursday, January 27

Time: Time: 2 – 3:30 p.m. EST

Cost: $249

The Pricebook is a list of EVERYTHING your company sells, purchases, and pays for. In it, you will organize items based on how you want to search for them and how they should affect the general ledger. In this two-session class, you will learn about the role played by the Pricebook in controlling accounting flow, as well as in the creation of customer invoices, purchasing, accounts payable, and more! We will begin with an overview of Sale and Expense types and the “pointers,” which tell Successware where the items you buy and sell should post as revenue and expense in the general ledger. You will then learn to attach these “pointers” to the items in your Pricebook.

You will learn to add part, labor, and miscellaneous items which can be used in time and material billings, as well as serve as the detail when building flat rate tasks. You will learn to build and modify flat rate tasks in the Pricebook and learn how the detail in your tasks is used when job costing and running reports. You will learn to add overhead items, which will serve as detail on AP invoices and allow you to run detailed reports on where your company is spending its “overhead” funds. Finally, you will learn to search for and use the Pricebook items created as a line item on Customer and Vendor Invoices as well as Purchase Orders. A review of the resulting general ledger audit trail will follow each example. Click HERE to register.

Accounts Receivable Overview & Processing

Date: Tuesday, February 8 – Wednesday, February 9

Time: 2 – 3:30 p.m. EST

Cost: $249

This class is ideal for those relatively new to Accounts Receivable (AR) processing in Successware, as well as those experiences users looking for methods of handling those “one-off” situations that arise. We will cover everything from the basics of AR, such as using Receivables Manager and recording and allocating payments, to more in-depth topics like customer refunds, recording NSF checks, and much more. Click HERE to register.

Accounts Receivable Invoice Processing

Date: Thursday, February 10

Time: 2 – 3:30 p.m. EST

Cost: $149

This one-session class is ideal for both those relatively new to Invoicing as well as those experienced users looking for alternate methods to handle other situations that may arise. This session will cover the basics of Invoicing, including Job Invoicing and Counter Sales using Pricebook task items and parts and material detail billing. We will also discuss managing the Invoice Tracking features of Successware and options for entering cash receipts. This class will also address features included on invoices that affect other areas of Successware, such as pay bases for piece rate payroll and “line types” for scorecard reporting. Click HERE to register.

Managing Equipment & Warranties

Date: Thursday, February 24

Time: 2 – 3:30 p.m. EST

Cost: $149

This one-day session will provide instruction on the creation and maintenance of equipment and warranty records. The class will also include attachment of equipment to invoices in order to maintain equipment history, and charging to both inhouse and third party warranties. We will also review several reports concerning equipment and warranties. Click HERE to register.

Click HERE to register

We will contact you via email after receiving your registration information, generally within one business day. To access our training videos, please click here and log into the User Portal.

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