What's in store?
Course curriculum
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1
Welcome to Starter Training
- Course Objectives
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2
Company Orientation
- The Redadair Group
-
3
Systems Training: Zoho
- Setting Up Folders
- The New Zoho Mail - Folder Sharing
- The New Zoho Mail - Task Notes Calendar Integration
- The New Zoho Mail - Attachment Viewer
- The New Zoho Mail - Conversation View
- The New Zoho Mail - Streams and Email Sharing
- Zoho Mail - Streams
- Zoho Mail Other Features
-
4
Systems Training: simPRO
- Before you Start!
- Getting Started with simPRO
- simPRO Navigation
- Create a customer
- Create a site
- PROCEDURE_ NEW CUSTOMER AND SITE CARD SET UP IN SIMPRO
- Create a supplier Service
- Import and Export Sites
- Invoice and Apply Payment in Connect
- Modify Table View
- Advanced Searches
- Saved Searches
- Test and Maintain Customer Assets
- Administration Procedures Draft
- How to Create a Quote
- How to Price a Quote
- How to Convert a Quote to a Job
- Timesheet Procedure
- Updating Pricing or Cost of Clients and Sites in Simpro
- Tasking Process_Updating Pricing or Cost of Clients and Sites in Simpro
- Complete a Job Without Materials Assigned
- Setup and Navigate Connect
- Simpro Connect ADJUST APP SETTINGS
- Simpro Connect VIEW DASHBOARD AND RUNSHEET
- Create a Job in Connect
-
5
Company Products, Services, and Specifics
- Redmen Products
- Redmen Services
- Adair Products
- Adair Services
- AFAC Services
- Safety Maps Products and Services
- ADAIR and Safety Maps
- Asset Registry
- Asset Registry
- DARN Report
- GoFormz Overview
- Adair Attendance Sheet in GoFormz
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6
RIDSA Specifics
- Part 1 of 12
- Part 2 of 12
- Part 3 of 12
- Part 4 of 12
- Part 5 of 12
- Part 6 of 12
- Part 7 of 12
- Part 8 of 12
- Part 9 of 12
- Part 10 of 12
- Part 11 of 12
- Part 12 of 12
-
7
End of Course Assessment
- Learning Check