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Online Training Classes for July & August

Get the most out of Successware!

We offer online training classes each month to ensure you can learn what you need to know – from anywhere.

We have helpful classes available in July and August that you can check out below. Remember, attendance is limited and spots are awarded on a first-come, first-served basis – so register now!

Customer Service Essentials

  • Dates: Wednesday & Thursday, July 1 & 2
  • Time: 2:00 to 3:30 PM EDT each day
  • 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 creation while the second encompasses the call center and all its functions. This class is perfect for a new customer service representative (CSR) or an experienced user who wants to hone their skills. Click HERE to register.

Setting Up Inventory

  • Date: Wednesday, July 14
  • Time: 2:00 to 3:30 PM EDT
  • Cost: $149

This 90-minute session examines general ledger accounts, expense types and adjustment codes that are used for inventory processing. Class activities include setting up material and equipment items to be tracked via the inventory module; creating warehouse locations for inventory; and creating stock lists for the different warehouses. If you are responsible for the setup and implementation of the inventory process in Successware, this class is for you. Click HERE to register.

Processing Inventory

  • Dates: Wednesday & Thursday, July 15 & 16
  • Time: 2:00 to 3:30 PM EDT each day
  • Cost: $249

If you are looking for an extensive overview of the methods related to the daily processing of Inventory in Successware, you should definitely consider signing-up for this course. We will cover how to move items around in the system as well as error correction, vendor refunds, and automated purchasing/restocking. The class is intended for users who have already completed the Inventory Setup session. Click HERE to register.


Sign-up for the Setting Up Inventory and Processing Inventory classes to receive a special discounted rate of just $299 for both - a savings of $99!

Setting Up & Processing Payroll

  • Dates: Tuesday, Wednesday, & Thursday, August 4, 5, & 6
  • Time: 2:00 to 3:30 PM EDT each day
  • Cost: $299

This three-session class offers extensive coverage of the standard setup and basic processing steps of Successware payroll for companies using a Payroll Service. We will cover the payment of hourly and salaried employees as well as  recording of commissions and other wages (such as bonuses or on-call pay). Attendees should be familiar with the creation of timecard entries in Successware as well as their company’s methods of accumulating wages and paying employees. Click HERE to register.

Accounts Receivable Invoice Processing

  • Dates: Wednesday, August 12
  • Time: 2:00 to 3:30 PM EDT
  • Cost: $149

In this 90-minute session, we will cover job invoicing and counter-sales. We will also discuss managing the invoice tracking features of Successware and options for entering cash receipts. Additionally, we will 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. So, whether you are relatively new to invoicing or you're an experienced user looking for alternate invoicing methods, this class may be for you! Click HERE to register.

The Successware Account Register

  • Dates: Thursday, August 13
  • Time: 2:00 to 3:30 PM EDT
  • Cost: $149

Do you need help identifying the essentials of properly processing and maintaining your register accounts? Then you should consider taking this class! The 90-minute session reviews the process of reconciling your cash box, bank, and credit card accounts, as well as making deposits of reconciled funds into your bank accounts. We will also identify the procedures to follow when deposits or reconciliations need to be reversed and edited. Other topics to be covered include the recording of insufficient funds checks, the correction of incorrect check numbers, and recording miscellaneous payments made from bank and credit card accounts. Click HERE to register.

Creating & Managing Agreements

  • Dates: Wednesday & Thursday, August 19 & 20
  • Time: 2:00 to 3:30 PM EDT
  • Cost: $249

This two-day class is essential for users who have agreement customers iand are looking to streamline their processing. Day one covers options for building agreements and agreement templates. We will also review the sale and activation of agreements as well as the performance of maintenance visits. Day two covers the various functions of Successware’s Agreement Manager, including filters, searches, and automated functions for processing periodic billings and agreement renewals. Click HERE to register.


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