| Sub-Forums | Topics | Posts | Last Post |
|---|---|---|---|
| 2019 Projects Master Class | |||
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Topics: 3
Posts: 3
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3 | 3 |
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Topics: 3
Posts: 3
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3 | 3 |
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Topics: 3
Posts: 3
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3 | 3 |
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Topics: 3
Posts: 3
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3 | 3 |
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| 2019 Mobile & Portals Master Class | |||
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Session 1: The True Power of Tigerpaw Mobile
In this 2-hour session, users will learn how Tigerpaw Mobile can be used as a focused work space for your technicians, both inside and outside the office.
Topics: 2
Posts: 2
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2 | 2 |
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Session 2: Make the Customer Portal Work For You
This 2-hour session we will discuss, in-depth, the settings of the Customer Portal. Participants will learn what can be edited and changed to customize the portal for their organization. We will also discuss strategies for directing clients into the portal for quote approve and invoice payments!
Topics: 1
Posts: 1
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1 | 1 |
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| 2019 Customer Relationships Master Class | |||
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Session 1: Establishing Customer Rapport
In this 2-hour session, users will learn how to engage with their clients through standardized onboarding and ongoing communication processes. Jump in here to chat with your fellow classmates about the first session of this special Master Class on building solid customer relationships
Topics: 2
Posts: 2
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2 | 2 |
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Session 2: Managing Customers Through Data
In the final 2-hour session, participants will learn how to effectively use Tigerpaw to better manage their customer’s
experience. Welcome to Session 2 of our special Master Class on building solid customer relationships.
Topics: 1
Posts: 1
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1 | 1 |
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Topics: 0
Posts: 0
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0 | 0 |
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| 2019 Accounting Master Class | |||
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Session 1: Data Procurement
In this 2-hour session, users will learn and practice how to procure data from QuickBooks and properly import that information into the Tigerpaw Business Suite.
Topics: 1
Posts: 1
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1 | 1 |
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Session 2: Accounting and Price Book Configuration
This 2-hour session will continue from the previous session. With the data now in Tigerpaw, users will learn the basic configuration necessary to ensure a successful integration.
Topics: 1
Posts: 1
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1 | 1 |
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Session 3: Finalize Settings and Testing the Accounting Integration
In this 2-hour session, users will learn how to finalize accounting settings and set up test environments to test their integration. The discussion includes verifying the QuickBooks and Tigerpaw settings are correct and best practices to test the integration.
Topics: 1
Posts: 1
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1 | 1 |
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Session 4: Handling Batch Issues and Maintaining the Integration
In the final 2-hour session, users will learn about common integration issues and how to fix them. Trainers will address any additional issues that occurred during user testing in the test environments. The final topic will cover maintaining the integration.
Topics: 1
Posts: 1
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1 | 1 |
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| 2018 Projects Master Class encore | |||
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Session 1: Project Fundamentals
In this 2-hour session, users will learn about the core functionality of Tigerpaw’s project management feature. The discussion will then move to best practices in configuring a price book to take advantage of automation when creating projects in Tigerpaw.
Topics: 4
Posts: 5
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4 | 5 |
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Session 2: It Starts With Quoting
This 2-hour session will continue from the previous session. Users will learn how to take quotes and convert them to service orders and projects. Many of the settings from Session 1 will play a part in automating this procedure.
Topics: 3
Posts: 4
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3 | 4 |
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Session 3: Managing Products and Labor
In this 2-hour session, users will learn how to track work being completed on a project, order and receive parts for a project and stay up to date on a project’s timeline.
Topics: 3
Posts: 5
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3 | 5 |
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Session 4: Invoicing A Project
In the final 2-hour session, users will learn about the different methods of invoicing a project. We will leave adequate time during this session to address participants’ specific project- and process-related questions.
Topics: 3
Posts: 3
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3 | 3 |
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| 2018 Inventory Master Class | |||
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Session 1: The inventory flow
In this 2-hour session, participants will learn how inventory flows into and out of Tigerpaw, and what needs to be configured in the Master Tables and System Options to unlock the full potential of these features.
Topics: 3
Posts: 3
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3 | 3 |
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Session 2: Remaining accurate: the physical inventory process
This 2-hour session will continue from the previous session. No matter how hard you try, inventory will get lost. In this session, we will discuss the process of running an efficient physical inventory.
Topics: 3
Posts: 5
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3 | 5 |
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| 2018 Contracts & Agreements Master Class | |||
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Session 1: The difference between contracts and agreements
In this 2-hour session, participants will learn the difference between contracts and agreements in Tigerpaw. We’ll cover what needs to be configured in the Master Tables and System Options to unlock the full potential of these features.
Topics: 2
Posts: 6
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2 | 6 |
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Session 2: Creating contracts in Tigerpaw
This 2-hour session will continue from the previous session. Now that participants have an understanding of the differences in functionality between Contracts and Agreements, we will dive into Contracts in-depth.
Topics: 3
Posts: 4
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3 | 4 |
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Session 3: Creating agreements in Tigerpaw
In this 2-hour session, users will learn when they should create agreements to handle billing a contract and how to create an agreement in Tigerpaw. We’ll discuss why you would want to do both, and how to set them up.
Topics: 1
Posts: 1
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1 | 1 |
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Session 4: Unlock profitability: The big picture
In the final 2-hour session, users will learn how to properly track the work their organization provides to customers on a contract, enabling unparalleled profitability tracking within Tigerpaw. With this profitability knowledge, users will be better able to price their contracts and agreements going forward.
Topics: 1
Posts: 1
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1 | 1 |
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| 2018 Mobile & Portals Master Class | |||
|
Session 1: The True Power of Tigerpaw Mobile
In this 2-hour session, users will learn how Tigerpaw Mobile can be used as a focused work space for your technicians, both inside and outside the office.
Topics: 2
Posts: 2
|
2 | 2 |
|
|
Session 2: Make the Customer Portal Work For You
This 2-hour session we will discuss, in-depth, the settings of the Customer Portal. Participants will learn what can be edited and changed to customize the portal for their organization. We will also discuss strategies for directing clients into the portal for quote approve and invoice payments!
Topics: 1
Posts: 1
|
1 | 1 |
|
| 2018 Service Master Class | |||
|
Session 1: Configure settings that work for you
In this 2-hour session, users will learn about the different settings that can make servicing clients easier in Tigerpaw. We'll also cover best practices to solve specific problems.
Topics: 4
Posts: 14
|
4 | 14 |
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Session 2: Schedule work with ease
This 2-hour session will continue from the previous session. Now that users have an understanding of status and priority settings, it's time to streamline the process of scheduling work through the Dispatch Board.
Topics: 3
Posts: 9
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3 | 9 |
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Session 3: Manage service contracts
In this 2-hour session, users will learn about the difference between contracts and agreements and when to use each. We will also discuss the different billing options available with the two documents in Tigerpaw.
Topics: 3
Posts: 7
|
3 | 7 |
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Session 4: Simplify billing through agreements
In the final 2-hour session, users will learn how to create and manage agreements in Tigerpaw. We will end today's session with a summary of everything we've learned and give the attendees a chance to ask any outstanding questions about managing service workload in Tigerpaw.
Topics: 3
Posts: 3
|
3 | 3 |
|
| 2018 Projects Master Class | |||
|
Session 1: Project Fundamentals
In this 2-hour session, users will learn about the core functionality of Tigerpaw’s project management feature. The discussion will then move to best practices in configuring a price book to take advantage of automation when creating projects in Tigerpaw.
Topics: 4
Posts: 7
|
4 | 7 |
|
|
Session 2: It Starts With Quoting
This 2-hour session will continue from the previous session. Users will learn how to take quotes and convert them to service orders and projects. Many of the settings from Session 1 will play a part in automating this procedure.
Topics: 4
Posts: 4
|
4 | 4 |
|
|
Session 3: Managing Products and Labor
In this 2-hour session, users will learn how to track work being completed on a project, order and receive parts for a project and stay up to date on a project’s timeline.
Topics: 3
Posts: 3
|
3 | 3 |
|
|
Session 4: Invoicing a Project
In the final 2-hour session, users will learn about the different methods of invoicing a project. We will leave adequate time during this session to address participants’ specific project- and process-related questions.
Topics: 4
Posts: 4
|
4 | 4 |
|
| 2018 Accounting Master Class | |||
|
Session 1: Data Procurement
In this 2-hour session, users will learn and practice how to procure data from QuickBooks and properly import that information into the Tigerpaw Business Suite.
Topics: 3
Posts: 6
|
3 | 6 |
|
|
Session 2: Accounting and Price Book Configuration
This 2-hour session will continue from the previous session. With the data now in Tigerpaw, users will learn the basic configuration necessary to ensure a successful integration.
Topics: 1
Posts: 1
|
1 | 1 |
|
|
Session 3: Finalize Settings and Testing the Accounting Integration
In this 2-hour session, users will learn how to finalize accounting settings and set up test environments to test their integration. The discussion includes verifying the QuickBooks and Tigerpaw settings are correct and best practices to test the integration.
Topics: 2
Posts: 2
|
2 | 2 |
|
|
Session 4: Handling Batch Issues and Maintaining the Integration
In the final 2-hour session, users will learn about common integration issues and how to fix them. Trainers will address any additional issues that occurred during user testing in the test environments. The final topic will cover maintaining the integration.
Topics: 1
Posts: 1
|
1 | 1 |
|
| 2017 Projects Master Class | |||
|
Session 1: Project Fundamentals
In this 2-hour session, users will learn about the core functionality of Tigerpaw’s project management feature. The discussion will then move to best practices in configuring a price book to take advantage of automation when creating projects in Tigerpaw.
Topics: 4
Posts: 7
|
4 | 7 |
|
|
Session 2: It Starts With Quoting
This 2-hour session will continue from the previous session. Users will learn how to take quotes and convert them to service orders and projects. Many of the settings from Session 1 will play a part in automating this procedure.
Topics: 3
Posts: 6
|
3 | 6 |
|
|
Session 3: Managing Products and Labor
In this 2-hour session, users will learn how to track work being completed on a project, order and receive parts for a project and stay up to date on a project’s timeline.
Topics: 1
Posts: 1
|
1 | 1 |
|
|
Session 4: Invoicing A Project
In the final 2-hour session, users will learn about the different methods of invoicing a project. We will leave adequate time during this session to address participants’ specific project- and process-related questions.
Topics: 3
Posts: 3
|
3 | 3 |
|
| 2017 Sales Master Class | |||
|
Session 1: Data Procurement
In this 2-hour session, users will learn and practice how to properly enter prospects into the system. The discussion will then move to best practices in tracking conversations with potential clients.
Topics: 4
Posts: 15
|
4 | 15 |
|
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Session 2: Interacting and Qualifying Prospects
This 2-hour session will continue from the previous session. With accounts and contacts in the database, and a basic understanding of tasks and journal notes, we will start focusing on establishing and following a sales cycle.
Topics: 3
Posts: 6
|
3 | 6 |
|
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Session 3: Quoting Products and Services in Tigerpaw
In this 2-hour session, users will learn about the quote approval process and how to easily send quotes and proposals to prospective clients.
Topics: 3
Posts: 7
|
3 | 7 |
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Session 4: Tracking the Completion of the Sale
In the final 2-hour session, users will learn how to create a service order from a quote. We will also discuss handling order adjustments through change orders and wrap up with a discussion on reporting.
Topics: 2
Posts: 2
|
2 | 2 |
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| 2017 Service Master Class | |||
|
Session 1: Configure Settings That Work For You
In this 2-hour session, users will learn about the different settings that can make servicing clients easier in Tigerpaw. The discussion will then move to best practices to solve specific problems.
In this forum, you will be asked to respond to one of a few questions. You will also be asked to issue at least one reply to another members comment.
Topics: 3
Posts: 15
|
3 | 15 |
|
|
Session 2: Schedule Work With Ease
This 2-hour session will continue from the previous session. Now that users have an understanding of status and priority settings, it’s time to streamline the process of scheduling work through the dispatch board.
In this forum, you will be asked to respond to one of a few questions. You will also be asked to issue at least one reply to another members comment.
Topics: 3
Posts: 14
|
3 | 14 |
|
|
Session 3: Manage Service Contracts
In this 2-hour session, users will learn about the difference between contracts and agreements, and when you should use each. We will also discuss the different billing options available between the two documents in Tigerpaw.
In this forum, you will be asked to respond to one of a few questions. You will also be asked to issue at least one reply to another members comment.
Topics: 3
Posts: 7
|
3 | 7 |
|
|
Session 4: Simplify Billing Through Agreements
In the final 2-hour session, users will learn how to create and manage and agreements in Tigerpaw. We will end today’s session with a summary of everything we’ve learned and will provide the attendee with a chance to ask any outstanding questions regarding managing service workload in Tigerpaw. In this forum, you will be asked to respond to one of a few questions. You will also be asked to issue at least one reply to another members comment.
Topics: 3
Posts: 4
|
3 | 4 |
|
| 2017 Accounting Master Class | |||
|
Session 1: Data Procurement
In this 2-hour session, users will learn and practice how to procure data from QuickBooks and properly import that information into the Tigerpaw Business Suite.
Topics: 1
Posts: 1
|
1 | 1 |
|
|
Session 2: Accounting & Price Book Configuration
This 2-hour session will continue from the previous session. With the data now in Tigerpaw, users will learn the basic configuration necessary to ensure a successful integration.
Topics: 1
Posts: 3
|
1 | 3 |
|
|
Session 3: Finalize Settings & Test the Accounting Integration
In this 2-hour session, users will learn how to finalize accounting settings and set up test environments to test their integration. The discussion includes verifying the QuickBooks and Tigerpaw settings are correct and best practices to test the integration.
Topics: 1
Posts: 1
|
1 | 1 |
|
|
Session 4: Handling Batch Issues & Maintaining the Integration
In the final 2-hour session, users will learn about common integration issues and how to fix them. Trainers will address any additional issues that occurred during user testing in the test environments. The final topic will cover maintaining the integration.
Topics: 1
Posts: 8
|
1 | 8 |
|
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