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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.
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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.
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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.
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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.
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