Training
All the information your users need to make the most of your ERP software tailored for remote field services!
Construction, Service Management, Rental Management and Mobile Technician Training
Sentrien Systems offers a comprehensive set of end-user training programs that will help your organization to be more efficient and more productive – immediately.
The programs are delivered based on the unique roles and responsibilities in a service organization and can be delivered via web-based self-study, live instructor web-based sessions, or a custom training curriculum provided by an on-site instructor.
Predefined training packages include:
System Administrators
Course Duration: 1/2 Day
Topics covered include:
- Security/User Access – How to set and control access to sensitive data.
- Setting Roles/Responsibilities – How to tailor your system to your users’ needs and requirements.
- Forms and Report Modifications – How to print, edit and modify reports that provide actionable data.
- System Maintenance – Eliminate costly upgrades and learn how to plan for twice annual automatic updates that keep your system at peak performance.
Field Operations
Course Duration: Summary – 1 Day / Detailed – 2 Days
Topics covered include:
- Customer Service – How to manage an inbound call center
- Scheduling and Dispatch – How to assign the right tech to the right job
- Team Management – How to assign single or multiple crews to jobs
- Field Based Asset Management – How to track equipment service history
- Preventative Maintenance – How to create service contracts
- Billing Methods – How to created Fixed Fee vs. Time and Materials tickets
- Contract Management – How to track, assign, and report on contracts
Billing and A/R Managers
Course Duration: 1/2 Day
Topics covered include:
- Sales Order Processing – How to manage sales within service operations
- Invoicing – How to convert Sales Orders/Work Tickets to invoices
- Recurring Billing – How to manage recurring billing and revenue recognition
- Returns Management – How to manage customer and vendor returns
Field Technicians
Course Duration: 2 hours
Topics covered include:
- Mobile Platform – How to log in and receive jobs
- Time Management – How to Start, Pause, and Complete jobs
- Photo Capture – How to capture before and after work images
- Approval – How to capture pre- and post-job approvals
Warehouse and Procurement
Course Duration: 1/2 Day
Topics covered include:
- Inventory Management – How to track parts usage and control costs
- Truck Stock – How to manage and reserve inventory for open jobs
- Purchase Order Management – Differentiate supply from inventory replenishment
