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Gold Support "How to" Webinar Series
Our Gold Support "How-to" Webinar series will cover the basics of working with SI5. The goal for these sessions is to get you up and running on the three basics of using SI5: Sell the Job, Design the Job, and Manage the Job. All sessions are approximately 60 minutes in length each. Offered exclusively to our Gold Support customers, this Webinar series is ideal for New users as well as experienced users who may be looking to expand the use of SI5 throughout their business. If you are not currently a Gold Support customer and would like to purchase Gold Support, please call: (866) 386-6571 - Option 2 Gold Support "How To" Webinar Sessions
Every Tuesday & Thursday @ 3:00PM ET Sell the Job:
Database Optimization (60min)
This session will focus on editing your database to make you more efficient. Focus will be on Accessories and Packages.
Working with the SI 5 Text Interface (60min)
This session will detail the functions within the Text interface while creating a proposal.
Design the Job:
Working with the SI 5 Visio Interface I (60min)
This session will begin with an overview of Visio basics and then move onto the creation of Line and Elevation pages.
Working with the SI 5 Visio Interface II (60min)
This session will cover the creation of Plan and Schematic pages. Manage and Deliver the Job:
SI 5 Reports and the Reporting Center (60min)
This session will explain the multitude of reports available in SI 5. Some time will be spent explaining how you can customize reports.
LinkTools-QuickBooks (60min)
This session will demonstrate how to create an Estimate, Invoice, and Purchase order for export to QuickBooks.
Work Orders (60min)
This session will demonstrate the creation of a Work Order and explain the additional reports available to you in the Business Manager module.
Working with Project Revisions (60min)
This session will demonstrate how project revisions can be used to create Change Orders.
Gold Support "How To" Webinar Schedule- Click Here All events are scheduled for 3:00PM US Eastern (-5 GMT)
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