Pc screen view over woman shoulder during group videocall elearning

Online Training Classes for May and June

Get the most out of Successware!

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. See below for the classes we will be offering in May and June.

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

Creating & Managing Agreements

  • Date: Wednesday, May 12 – Thursday, May 13
  • Time: 2 – 3:30 p.m. EST
  • Cost: $249

This two-day 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 Successware’s 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 customers in the system and are looking to streamline their processing.¬†Click HERE to register.

The Successware Pricebook

  • Date: Wednesday, May 19 – Thursday, May 20
  • 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 Invoice Processing

  • Date: Wednesday, May 26
  • 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.

Setting Up Inventory

  • Date: Tuesday, June 8
  • Time: 2 – 3:30 p.m. EST
  • Cost: $149

In this one-session class, we will examine the general ledger accounts, expense types and adjustment codes that are used for inventory processing. We will setup material and equipment items to be tracked via the inventory module. We will create warehouse locations for inventory, including setup of trucks as warehouses, and also create stock lists for the different warehouses. We will also examine the complete process for activation of inventory, including setting a count date, performing a physical count and activating the general ledger posting. Click HERE to register.

Processing Inventory

  • Date: Wednesday, June 9 – Thursday, June 10
  • Time: 2 – 3:30 p.m. EST
  • Cost: $249

This two-session class offers an extensive overview of processes related to the daily processing of Inventory in Successware. The class is intended for users who have already completed inventory setup and are looking for detailed instruction in its daily maintenance and use. The class will cover the processes involved with “moving” items around in the system, as well as a number of special situations such as error correction, vendor refunds, and automated purchasing and restocking. Click HERE to register.

Customer Service Essentials

  • Date: Wednesday, June 23 – Thursday, June 24
  • Time: 2 – 3:30 p.m. EST
  • Cost: $249

This two-session 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.

Categories