Successware Training Dates Get the Most Out of Successware

Online Training Classes for Successware Classic

April to June 2023

We are pleased to offer exclusive online training classes to our customers for Successware Classic. These classes will provide you with the opportunity to learn valuable skills, tips and tricks, and information regarding Successware Classic.

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

Creating & Managing Agreements

Date: Wednesday, April 5 – Thursday, May 6

Time: 2 – 3:30 p.m. EST

Cost: $249

This two-day Creating & Managing Agreements class will cover the creation and administration of agreements in Successware. On the first day, we cover the options available in building an agreement, as well as building templates for agreements to help you to build consistency in their sale. Additionally, we will review the sale and activation of agreements, as well as the performance of maintenance visits. On day two, we will cover the numerous useful functions available to you in the Successware Agreement Manager. We will review the numerous filters and searches available and the automated functions used to process periodic billings, as well as process agreement renewals. We will also look at using the Agreement Manager to find upcoming Visits Due and print mailing labels for postcards that can be sent as reminders to those customers. This class is essential for users who have agreement with customers in the system and are looking to streamline their processing. Click HERE to register.

Accounts Receivable Overview & Processing

Date: Wednesday, May 10 – Thursday, May 11

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.

Customer Service Essentials

Date: Wednesday, June 7 – Thursday, June 8

Time: 2 – 3:30 p.m. EST

Cost: $249

Our Customer Service Essentials class is meant to cover the ins and outs of Call Taking and Dispatch in Successware. The course is intended for beginner to intermediate users and will include a detailed overview of the call-taking/job creation on Day 1. The second session will cover “everything dispatch” as we review the Call Center and all its functions, including tech dispatching, job continuing and rescheduling, and more. This class also includes the setup of key reference library tables used in Call Taking and the Call Center and is the perfect class for a new CSR or an experienced user who wants to hone their skills. Click HERE to register.

NOTE: We will contact you via email after receiving your registration information, generally within one business day.

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