Experience 3 days of hands-on training from our Professional Services team at the Courtyard Austin University Area.
SI Training Topics We Will Cover
DAY 1 - Tues. Oct. 22nd
- Sales
- Initial Setup
- Core Catalog
- Project Creation
- Project Reporting
- Customer Portal
- Business Analytics
- Revisions and Change Orders
DAY 2 - Wed. Oct. 23rd
- Design & Documentation
- Advanced Catalog
- Visio Drawings (Line, Elevation, Plan and Schematics)
- AutoCAD Features and Overview
DAY 3 - Thurs. Oct. 24th
- Operations
- Workflow Rules
- Checklists
- Purchase Orders
- Scheduling & Managing Tasks
- Job Costing Reporting
- Service Orders