Sessions + Descriptions (by product)

Transcription

1 Sessions + s (by product) Product Page(s) GlobalEdge 1-5 GlobalEdge + RFS 6 S2K / Vision 7-9 S2K / Vision + RFS 10 Global One Fleet 11 Global Warranty 11 E2 11 Wintac 12

2 Session Accounting Forum Q & A - Part 1 Accounting Forum Q & A - Part 2 Accounting Tips & Tricks All About Researching Accounting Transactions Best Practice: Jobs with MSD Best Practice: Notifications Best Practice: Streamlining Service Work Flows - User Panel Best Practice: Time Slots Connecting with Davisware: User Groups, Knowledge Base, User Forums GE Behind the Scenes - Benefitting IT Personnel General Ledger Reconciliation, Research and Drill-Down Global Edge Round Table Discussions GlobalEdge Dashboards and Self-Service Analytics with Qlik Inquiring Minds Want to Know! We have solicited the most asked accounting questions from you and from our Connect database. These accounting scenarios and solutions will be presented: Month End, Customer Deposits, Taxes, WIP Reports and MORE! After reviewing the most common accounting questions in part 1, this open accounting forum encourages you to inquire and engage with Davisware Support and other accounting users on recommended processes, troubleshooting, and best practices. Do you know the most efficient way to reverse a journal entry? How about processing a customer refund? Or fixing a PO received at the wrong cost? This invaluable presentation of accounting tips and tricks will benefit you tremendously! Steps to research reports with out of balance transactions using the Problem Report. Learn how to reconcile accounting transactions using the Utilities Data Check Menu. Chances are, service is a very big part of your business. Designing an effective service order workflow is integral to success. Come ask the experts in your industry how they handle call creation and completion in their organization. Are you looking to participate in a Davisware Software Group? You are invited to attend this session to learn more about what is involved with participating and the numerous benefits that come to being an active member in a Davisware Software Group. Window services, downloader, patch releases, internal vs. external Let's dig deep into the General Ledger and trace accounting transactions back to the source. Bring your laptop and solve your own mysteries in this learn and lab session. Learn more about the flow of accounting transactions behind the scenes and monthly sub ledger reconciliation. User Panels are covering Inventory, Service and RFS Qlik Data by Solve is a preferred partner. Qlik can offer many tools to improve your view of data and the ability to analyze it for your business needs. Page 1

3 GlobalView Dashboard Import/Export/Update DATA faster than a speeding bullet! Inventory Basics Inventory Replenishment Investigating and Research Tools/Tips Job Setup and Job Processing for Beginners Jobs Making the Most of Activities and Notifications Managing Inventory - User Panel Discussion GlobalView is now integrated into the software! Come see the new additions and updates! Visually communicate metrics to your organization with GlobalView the dashboard solution brought to you by Davisware. GlobalView will provide you with a suite of graphics to present important financial and operational information to any user within your organization. How does data import affect my day to day world? Loading Data into GE & Making Updates to Item Price Lists, Customer Lists, and Vendor Lists, as well as exporting data. New to Inventory? Need a Refresher? Attend this session to review the fundamentals of the inventory module: - Product group creation - Star parts - Reorder methods - Kits - Physical Inventory - Item / Equipment Link If you aren t using the replenishment program to help replenish your warehouses, you re missing out! We ll take a closer look at replenishment including a brief overview of all the reorder methods GlobalEdge supports (Min/Max, Order Point, Class) along with a review of the replenishment process including: - Run through replenishment report creation - Generate replenishment action file - Create transfers and POs automatically Status Tab, Audit Trails, History Transactions, User Login History, User Utilities System Logs. This class will review the steps involved in setting up different job types, adding costs, billing, and revenue recognition. We will review the commonly asked questions and provide a Q & A session at the end to ensure the understanding of basic job setup and processing. Notifications continue to influence the future of GE! Join us as we review new features and functionality within activities and notifications. We will specifically look at: - Attaching notifications to system generated activities - Attaching notifications to crawler activities Inventory Issues? Come ask the panel. From physical count and maintaining stock levels to controlling access to parts and everything in between. Page 2

4 Managing Your Fleet MapView Scheduling Notifications & Activities Overview of User Security Options Physical Inventory Count: How to make the most of it! Sales Management Module: Are You Using This Module to its Fullest Potential? Security: Setting up Menu and Field Roles Fleet Maintenance: Learn how to use the Vehicle Fleet Manager - Creating a vehicle service order vs. regular service order - Referencing vehicles in AP entry - Use of the crawler -Scheduling routine maintenance MapView dispatching is quickly becoming the preferred method of dispatching for GlobalEdge customers! MapView plots your unassigned Service Orders visually in conjunction with your technician vehicles to determine optimum scheduling. We will review: - Basic use of MapView dispatch boards and best practices - Creative use of MapView dispatch boards to assist in a variety of scenarios Come share your thoughts and tricks in using notifications within GE. What ideas would you provide to make these more robust and useful? System security is woven through many aspects of GE. In this session, we'll discuss the differences between security options at a high level: - Menu role security - Field role security - Authorization Maintenance - User Maintenance security - Employee Maintenance security Conducting a physical inventory can be a grueling task. Let us take you through the process of taking a full physical count. We will: - Generate count sheets - Review options for count sheet entry: Scan Gun vs. Global Warehouse vs. Manual Entry - Run physical inventory and variance reports - Review cycle count process - Changes to the Look of Physical Inventory Count - Exploring new Authorization features Come learn from the best! Do you really use the Sales Management Module to its fullest potential? Are you managing your sales leads and prospects properly? Have you used the Marketing application within Sales Management Module? Do you know your ratings from turning your opportunities into true paying customers? Sit in this session and learn how to use this module even if you are not a full-blown sales person! We also want to hear from you on your best practices. Security is very important and is often overlooked. In this class, we will take you through: - The creation of menu roles for users - The creation of field roles for users Page 3

5 Service Invoicing: Do you know all the options? Spreadsheet Server: A closer look at General Ledger Reporting Spreadsheet Server: A closer look at Query Designer Thinking Outside of the Box with Service Agreements Time Slot Scheduling Timesheet Approval Top Recommended Accounting Reports User Input Session-GlobalEdge and GE RFS There are many ways to invoice your customers. Come to this session to review several invoicing features in the Service Module: - Split SO Billing - Linked SO (Parent/Child) - Reopening SO's - SO Auto Billing Our latest reporting partner, Global Software, provides a seamless integration to your General Ledger data within GlobalEdge. Build your financial statements in Excel with ease. Connect to multiple data sources, and create beautiful financial reports that can also be distributed to internal and external stakeholders using a built in Distribution Manager. Service Agreements from A to Z, come learn about the different ways to utilize the Service Agreement Module to its fullest potential: - Different revenue recognition options - Call scheduling - Billing and invoicing options - Task lists and SA Items Timeslots can bring structure to your dispatching operations and provide clarity on technician availability throughout your organization. This session will show you the set up procedure, explore the uses of time slot scheduling, and how it relates to other aspects of your service needs. Tech Time Sheet Approval is an RFS process that will warn technicians that they have payroll hours to approve, or require that they approve them before they can go to their next call. Find out how to set up and implement this electronic technician time card feature. Join us in this exploration of recommended accounting reports check list. Which should be run daily, weekly, and monthly? What is the purpose of each report? What tips and tricks do other accounting users recommend? All of these questions and more will be answered in this session! We want your input and ideas on how to make the GlobalEdge Software better! Please come and attend our annual User Input Session for our GlobalEdge and GlobalEdge Remote Field Service Software. This is where all of your bright ideas are turned into results. Page 4

6 User Generated Activities and Notifications Using System Tools for Effective Cash Management What's New In GE: Job Cost Features and Improvements What's New in GE-Part 1 What's New in GE-Part 2 Activities offer a great way to document just about any aspect of your business. Keep track of sales activities, collection activities, service complaints and kudos all in a matter of mouse clicks. In this session we will: - Review the creation of activity codes - Demonstrate the creation of activities - Add notifications and events to these activities - Sample reporting opportunities Learn how to streamline your Accounts Payable Process with: recurring AP, Voucher Adjustments and Corrections, Accounts Receivable Dashboard, and amaze your boss with daily cash flows and projections. These functions will help you automate your cash management procedures. Come see the new Job Management Module and how it applies to your work flow. So much can change in a year! In this session, we will conduct a general review of the GE application and bring your attention to new features that may have been missed in the following areas of the system: Service Management, Order Entry, Inventory & Warehousing, System Utilities, Sales Management, and Payroll Management. Page 5

7 Session Best Practice: Remote Field Service User Panel Changing from Paper Forms to Digital Forms for RFS Taking Remote Field Service to the Next Level GE Behind the Scenes - Benefitting IT Personnel Current or New Users: Is your RFS lacking? We'll provide a forum to address any questions you've had regarding RFS and how to use the application effectively. Note: this session is led by GE RFS users and not Davisware employees. Are you sick of all the paper forms? Do you want to go to a paperless version? Well, we have the key to this! We will teach you the steps of how to change your old forms to a digital form. You've mastered the fundamentals, now explore some of the more advanced features in RFS. We will review workflows and processes outside of the standard call completion including: - Quote creation - Working on multiple service orders - Creating a customer - Creating and scheduling service orders - Creating indirect schedules (tasks) - Equipment task lists / forms - Introduction to Jobs in RFS Window services, downloader, patch releases, internal vs. external. Page 6

8 Session Best Practices: How to utilize the most of the Inventory Module Customer Experience: Sales & Marketing Module - S2K / Vision Customer Experience: Using Agreements - S2K / Vision Customer Experience: Using the Job Module - S2K / Vision Customer Experience: Work Queues, Dboard in S2K / Vision Customer Web Portal Data Mining and Data Extraction Financial Statements with S2K Vision Accounting - S2K / Vision Discover how you can benefit from using serialized parts with your tracking of high dollar inventory. Learn how to complete your inventory reconciliation. Verify usage and availability of your inventory by using different S2K / Vision Reports. Come see how one of your fellow S2K / Vision users has used the Marketing Module to continuously communicate and market to their existing database. In this session, you will learn how a User of S2K / Vision approaches Service Agreements, making them a profitable part of their fiscal year. See how selling agreements and maintenance packages can help grow your business and provide value to your customers. This is a session for you to share and learn from others. Best practices for using the Job and Quoting Module. Some of the best ideas come from other users thinking outside of the box. Join us on this discussion. Come see how customers utilize the Dashboard different ways (Time Based vs. Classic). There are various methods and options of using the Dashboard. Find out when it is sensible to use the Time Based vs. Classic forms. Check out tips on short cuts while using the Dashboard: Right Clicks, Areas, Zip Codes, and Technician Statuses and Skill Levels. This best practice session will also focus on how Work Queues can speed up the follow-up procedures that your company practices with customers, vendors, and employees. There will also be highlights as to how the Remote Field Service solution can be incorporated into your follow up work procedures. Have you seen the customer web portal? There are menus, views, and customized abilities that can be accessed and implemented for your customers' needs. Come see how your customer can view details on their account by accessing a website that draws information from your S2K / Vision database. Investigate the benefits to you and your customers. Harnessing the power of data is the reason we are all here. Sit in on this session and learn how to extract and report data from the S2K database. This session will demonstrate how to create financial statements with S2K / Vision Accounting. You will learn how to create and properly define your Profit and Loss Reports, Balance Sheet Statements, and how to maintain your financials using the S2K / Vision Accounting Module. Page 7

9 Job Module - S2K / Vision Journal Entries from Start to Finish - S2K / Vision Life of a Work Order - S2K / Vision Month End & Year End Reconciliations - S2K / Vision New Features and Functions of Service Agreements: Do you know it all? - S2K / Vision Parts Order Module - S2K / Vision Processing Credit Cards through Vision and Vision RFS S2K Vision Integration with RFS, Customer Web Portal, MapView S2K / Vision Purchasing - Tips & Tricks S2K / Vision Round Table Discussion: Topics covered in this session will vary by day. The Job Module has many features that can be applied to your daily procedures. Have you learned about all of the features that this module offers? This session will include: how to use the upload tool, the import function, how to establish the auto creation of Purchase Orders, and when it is appropriate to keep the job open. We will discuss progress billings and analyzing job reports. This session will help the user understand how Product Codes work within S2K / Vision and how the system & system options work from start to finish creating journal entries. Do you know about all the moving parts that go into a Work Order? Do you know that there are different types of Work Orders that can be used and applied to Simple, Service, and Jobs? Come explore the benefits of each Work Order type and know how to switch from one type to another if needed. How should I close the month? What Reports should I run? Which General Ledger account number and reports go together? These questions will all be answered in this session. We will also review the importance and best method of completing the Jobs Reconciliation, GL Reconciliation, and Period-End Process. Come learn how to create service agreements in S2K / Vision. Find out what's new to the Service Agreement Module. Explore new ways to manage tax control and split income options. Learn to define billing dates and amounts. Have you fully embraced the Parts Order Module in S2K / Vision? Is selling parts beneficial for your company? Let's learn the proper methods of using the Parts Order Module for selling parts over the counter or shipping them to your customers. Compare the differences between Point of Sale vs. Parts Order. Learn how to utilize the credit card processing feature built in to Vision and RFS. There will no longer be a need to run your customer's credit cards through a different website and then enter the data into Vision! Are you ready to see how Vision is integrated with RFS, Customer Web Portal, and MapView? Come see the integration of our solutions that you are looking for in making your company's needs successful. Are you responsible for your company's purchasing? Learn how to create Purchase Orders using different methods. Review payment terms and handling Accounts Payable. Please come and join our S2K / Vision and S2K-RFS Users in Customer Forum Table discussions. Several areas of focus to benefit everyone. Get to know how other Users are handling their daily activities and business practices with the S2K/Vision and S2K-RFS Software. Page 8

10 Sales & Marketing Module S2K Vision Integration with RFS, Customer Web Portal, MapView User Input Session-S2K / Vision and S2K-RFS Using New Technologies in Vision to Communicate with Customers and your Technicians The S2K / Vision Sales & Marketing Module is a wonderful tool to use in helping to manage your customers and prospects. Do you know how to track your salesmen and their progress for new business? Are you using this module to help with customer retention? Come learn about the new enhancements of the S2K / Vision Sales & Marketing Module in regards to & SMS notifications. Are you ready to see how Vision is integrated with RFS, Customer Web Portal, and MapView? Come see the integration of our solutions that you are looking for in making your company's needs successful. Come and join the discussion about what new features and functionality you would like to see in Vision and RFS. This session will allow you to have input for the next development of these applications. We will have support staff, training staff and development staff ready to discuss any and all of your ideas. Having multiple ways of reaching your customers and technicians is the best solution to communicating effectively and efficiently. Using the new technologies in Vision to achieve effective and efficient communication with your customers and Techs can be time-saving and cost efficient. These methods include using SMS messaging and/or for scheduling notifications and submitting invoices. Come learn how to use these options in your company. Page 9

11 Session RFS - Basics for Intermediate Users - S2K / Vision RFS - Beginner Basics for New Users - S2K / Vision RFS - Improve work flow for your entire team - S2K / Vision RFS - PM Task Creation and Field Accessibility RFS Preferences Page Overview - S2K & Vision RFS Roll Out and Implementation Process - S2K / Vision Once you are all set up on RFS, you need to know how to make it work in other ways to benefit your daily routines. Come learn how to assign Work Orders to another Technician. Do you know that you can create customers and Work Orders from the Tablet? This session is for an Intermediate User! Are you brand new to the S2K-Remote Field Service platform? This session is designed for the beginner user to become familiar with the processes behind creating work orders and processing work orders by using the tablet. Come learn how to utilize work queues to improve work flow efficiency within S2K / Vision and how to use RFS questions to create sales opportunities. Do you know that there is a difference in the Preference Page in S2K and Vision? You will learn the differences between each in this overview of the Preference Page. Come learn how to customize your technicians and work flow procedures. This session is geared towards a beginner; but, it is always a great refresher on the system options, where forms are saved and customized and how they are used. This session is for any person that will be in charge of the implementation plan for getting the Remote Field Service Application rolled efficiently. Do you know what is required for this to take place? There is so much that needs to be considered when rolling out RFS. We will discuss the differences between using RFS on your phone vs. tablet and suggestions on Data plans vs. Wi-Fi usage for best results. You will be introduced to the Version updates, TR, Live, and New WebServices. We will also go through the process of getting Master forms ready to go live. You will become the expert on what is needed for an effective roll out of RFS. Page 10

12 Session Automatic Alerts & Reports Scheduling MapView / GOF Integration with S2K / Vision NEW CUSTOMERS: Introduction to GOF - Basic Navigation and Setup How to setup and customize automatic alerts and schedule reports for your vehicles in GOF. Setting up S2K / Vision database for use with MapView / GOF. View service orders on real live map and dispatch from MapView based on technician location. Decrease windshield time and improve overall productivity. Come learn the basic navigation of GOF Web and how to setup vehicles, employees, groups and how to use reports. Session Added Features to Spreadsheet Server and Qlik Best Practices discussed with Manufacturers and Service Companies New features and functionality of Global Warranty Review of the various levels of reporting capabilities within Global Warranty and the resulting information produced that will support engineering, service, sales, and leadership. Open forum dialogue to discuss best practices and opportunities for improvement in the relationship between Manufacturer and Service Company specifically related to the processing of a claim, sharing of information, and integrations between various software combinations. Deep dive into the substantial number of new features that have been developed over the past year for Global Warranty. Session E2 for GE customers - Give your customers direct access to useful information How to use E2 to most effectively engage customers? User Input Session: data, analytics, future of E2 Discussion centered on how to effectively utilize E2 to make GE more powerful by giving your customers direct access to information pulled from GE, allowing them the opportunity to schedule service calls without a phone call, and become the go to place for industry information. New design, launch of the app, overview, and best practices. Open dialogue discussion for input on the future of E2 what needs to be done to continue to provide you with the information you need to better serve your customers? Page 11

13 Session Wintac Add-Ons Managing Workflow Dispatching 101 PO's and Inventory Control Equipment Tracking & Maintenance Wintac Accounting Overview 2018 with RFS AIA Progress Billing GPS, RFS, CC Integration Overview of Wintac: Customer, WIP & Inventory. What can Wintac do? Accessing the Job Control Center. Creating a job from the board. Job Costing Tech Hours. Creating purchase orders from vendors, increasing and decreasing stock at multiple locations and Inventory Management. Entering new equipment & tracking for previously installed equipment. Setting up maintenance agreements. What you need to know about Balance sheets, Chart of Accounts, Registers and Reporting. A walkthrough of updating jobs from the field. What the techs see in the field and how to manage jobs efficiently. Create Progress / AIA invoice's for large scale projects with Wintac software. Learn the process of incrementally invoicing clients for a large-scale project based on the percentage of work already completed. Page 12