STANDARD TRAINING OUTLINE (Sessions 1,2,3)
This is a general game plan of the Arborgold essentials that everyone at your company should know prior to “going live.” Below is a list of tutorials and resources to help you prepare. If you have these core concepts mastered, we can move on to more advanced topics! ✔ = Link to a comprehensive checklist
☑ Set Up Your Resources | Tutorials
[ ] Have you set up your Employees with costs?
[ ] Have you set up your Crews and associated employees?
[ ] Have you set up your Services and organized them into Service Categories?
[ ] Have you set up your Inventory (if applicable, i.e. mulch, insecticides, fertilizer, etc) - Optional for Entrepreneur
[ ] Have you set up your Equipment (if applicable, i.e. bucket truck, skid steer, etc) - Optional for Entrepreneur
☑ Data Submission | Excel Template Formats: Customers | Services
[ ] Have you provided Arborgold’s Data Team with a formatted export? - Disregard if QBO/QBD
☑ Report Mock Up | Report Library
[ ] Have you provided your trainer with a copy of your current Proposal, Work Order, and Invoice or a mock-up?
TRAINING ONE
Prepare for this training by watching the Quick Start Videos linked in blue below.
Training One Game Plan | Are you proficient in the following?
[ ] Enter a new customer | ✔
[ ] Validate job sites and understand site notes
[ ] Enter a phone message and appointments
[ ] Create a new job & print a proposal | ✔
Essential Settings & Resources
[ ] Add a few Services to your database if you don't have any in there yet!
[ ] Tax & Account Terms Defaults
TRAINING TWO
Training Two Game Plan
[ ] Scheduling & printing work orders | ✔
[ ] Invoicing & creating payments | ✔
[ ] Exporting invoices to Quickbooks
Essential Settings & Resources
TRAINING THREE
Training Three Game Plan
[x] Mobile Estimator | ✔ Mobile Crew | ✔
[x] Finalize edits for Proposal, Work Order & Invoice