What's in store?
Course curriculum
-
1
Welcome to Starter Training
- Course Objectives
-
2
Company Orientation
- The Redadair Group
-
3
Policies
- Internet Email Usage
- Return to Work Plan
- Smoking in the Workplace Policy
- Travel Policy
- Use of Equipment Vehicle
- Drugs and Alcohol Policy
- Environmental Policy
- Equal Employment Opportunity
- Injury Management
-
4
Introductory Training
- Business Phone Etiquette
- Business Email Etiquette
- Understanding and Meeting Client Expectations
- Attention to Detail
-
5
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
-
6
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
-
7
Company Specifics
- Understanding Routine Service Work Regulatory and Operational Requirements
- 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
-
8
End of Course Assessment
- Learning Check