One-On-One training by certified training professionals
Our certified trainers will help with the setup and configuration of EngineerOffice to fit your specific needs.
This training course focuses on how to setup EngineerOffice for your firm. This includes understanding all default settings and options in EngineerOffice including general system preferences (Company, Logos and Formats), user accounts and workgroups (Formats, Details, Time/Expense, Security, Sync, and Reports), contacts, projects (Submittals, Teams, Phases, Job Codes, Tasks, Milestones, RFPs, etc.), document management (Paths, Types and Templates), billing (Defaults, Integration and Tax), customization (reports and invoices) and web access.
This training course focuses on how to create projects from the Contacts or Projects screen (both internal and new projects from existing projects and template projects). It covers adding phases, job codes, team members, rates, contacts and other details such as different billing methods, establishing budgets for each phase, budget comparisons and profitability analysis. In addition, this course includes a detailed look at the project-related reports.
This training course focuses on how to enter time and expense slips in EngineerOffice. It covers important settings related to time and expense entry, different entry methods, filters, time/expense review and analysis within the project profile. In addition, the course includes a detailed look at the available time and expense reports.
This training course focuses on how to setup invoice options and perform billing functions in ArchiOffice. It covers billing methods, invoice format, payment terms, interest options, tax models, invoice generation, draft and final invoices, time and expense slips, transactions involving retainer deposits/payments/refunds/credits, etc. The training also includes some post-billing tasks such as actual vs. budgeted comparisons, project performance analysis and reporting.
This training course focuses on how to setup EngineerOffice accounting preferences and sync settings to properly integrate with the QuickBooks application. It covers the sync options for sending and getting data, assignment of G/L accounts to ArchiOffice service/expense items, etc. The training also includes matching existing data between the two databases and then verifying the synced data.
This training course focuses on how to use EngineerOffice to manage your projects efficiently. It covers project setup (adding phases, job codes, team members, rates, and contacts), logs, documents, events, master checklists and tasks for all phases, milestones, billing options, budget comparisons and profitability analysis.
This training course focuses on how to setup EngineerOffice document structure, preferences and templates. It includes creating, maintaining and modifying the EngineerOffice contact/project documents as well as your own templates in MS Word. The training also covers some reports related to documents.
For more information regarding training courses and administrative policies, please contact us.