May 6, 2016

Webinars

Mobile Resource Manager: Office App

Topics Covered:

  • Resources (Employees, Equipment & Subcontractors) with Skill Sets
  • Customers, Locations & Location Equipment
  • Proposals/Estimates/Quotes, Work Orders & Invoices
  • Service Calls & Quick Calls (Service Call & Appointment)
  • Single & Multiple Appointments
  • Accounting Interface

Mobile Resource Manager: Field App

Topics Covered:

  • Main Lists - My Appointments, All Appointments, Customers
  • Service Calls including Work Requested
  • Customers & Locations including mapping and downloading, History, and Location Equipment
  • Appointment info - Scheduled Date/Time, Resources required (Technicians, Trucks, etc.), Start Time, Stop Time, Work Performed, Phases, Status Codes including Follow-up
  • Charges (including Parts linked to Location Equipment)
  • Pictures & other external files (Excel or PDF checklist) Android only
  • Customer & Technician Signatures
  • Customer Email Receipts with attachments

Mobile Resource Manager: Office & Field Apps

Topics Covered:

Office App

  • Resources (Employees, Equipment & Subcontractors) with Skill Sets
  • Customers, Locations & Location Equipment
  • Proposals/Estimates/Quotes, Work Orders & Invoices
  • Service Calls & Quick Calls (Service Call & Appointment)
  • Single & Multiple Appointments
  • Accounting Interface

Field App

  • Main Lists - My Appointments, All Appointments, Customers
  • Service Calls including Work Requested
  • Customers & Locations including mapping and downloading, History, and Location Equipment
  • Appointment info - Scheduled Date/Time, Resources required (Technicians, Trucks, etc.), Start Time, Stop Time, Work Performed, Phases, Status Codes including Follow-up
  • Charges (including Parts linked to Location Equipment)
  • Pictures & other external files (Excel or PDF checklist) Android only
  • Customer & Technician Signatures
  • Customer Email Receipts with attachments

Accounts Payable

Topics Covered:

  • Vendor entry and maintenance
  • Invoice entry
  • Adjustment entry
  • Check selection and printing
  • Closing and posting payables

Accounts Payable with Purchase Order

Topics Covered:

  • Vendor entry and maintenance
  • Invoice entry
  • Adjustment entry
  • Check Selection and printing
  • Closing and posting payables
  • Agings
  • Purchase Order is integrated with the Accounts Payable system and can simplify the entry of accounts payable invoices
  • Purchase Orders can be emailed directly to the Vendor
  • Unreceived Purchase Orders can appear on Job Cost reports

Accounts Receivable

Topics Covered:

  • Customer entry and maintenance
  • Invoice entry
  • Adjustment entry
  • Receipt entry
  • Closing and posting receivables
  • Aging reports

Cash Management with General Ledger

Topics Covered:

Cash Management

  • Setup accounts
  • Journal Entries
  • Procedures to Re-open General Ledger
  • Standard and/or reversing entries during Close Month
  • Printing reports and Financial Statements

General Ledger

  • Bank Account Maintenance
  • Cash Transactions
    (e.g. service charges)
  • Bank Reconciliation
  • Reviewing your daily / current cash balance
  • Close Month

Job Cost

Topics Covered:

  • Job entry and maintenance
  • Phase entry and maintenance
  • Estimate and Change Order entry & tracking
  • Journal entry to jobs
  • Job Analysis and Job Balance reports

Payroll

Topics Covered:

  • Employee entry and maintenance including deductions and unions
  • Time-card entry
  • Computing and printing paychecks
  • Closing and posting payroll
  • Quarterly PR tax reports

Payroll Year End Review

Topics Covered:

  • Completing your last Payroll for the Calendar Year End
  • Completing your Calendar Year End Checklists
  • Updating Federal and State withholding tax tables
  • Beginning your first Payroll for the New Year

Purchase Order with Inventory

Topics Covered:

  • Purchase Order (PO) is used to track and print purchase orders (including subcontract orders)
  • Purchase Orders can be emailed directly to the Vendor
  • Unreceived Purchase Orders can appear on Job Cost reports
  • Purchase Order is integrated with Inventory and can create Inventory receipts as the purchase order items are received
  • Inventory items can be used to easily provide descriptions and/or prices when entering purchase orders
  • Purchase Order Receiving

Registration & Attendance

Follow links above to register. If you have trouble registering or have questions, contact John Albrecht at johnalbrecht@jobcost.com or call 630-355-8188.

Registrants will receive an email with details including a unique GoToMeeting link, dial-in conference number, and 9-digit meeting ID. The day of the webinar, attendees can join the webinar by clicking on the GoToMeeting link provided, or entering their 9-digit meeting ID on the GoToMeeting site.

NOTE: The conference line and the meeting ID change each webinar.

When using computer speakers and mic, check your computer's audio/visual settings.

When using the phone for audio, call the conference line provided in the invitation.

Webinars are recorded and published on this site.

Continuing Professional Education

Job Cost, Inc. is a Public Accountant CPE Sponsor registered by the IDFPR (Illinois Department of Financial & Professional Regulation).

Customers who are CPA's can obtain CPE credit for attending one of Job Cost Inc.'s training webinars. If you wish to receive a certificate, email John Albrecht or indicate it on the class evaluation form that will be sent after the webinar. We will email you a CPE certificate as a PDF.