1

Welcome to Systems Training

• Course Objectives

2

MS Basics

• Skype Basics
• MS Word Basics
• MS Excel Basics

3

Zoho Mail

• The New Zoho Mail - Folder Sharing
• The New Zoho Mail - Conversation View
• The New Zoho Mail - Attachment Viewer
• The New Zoho Mail - Task Notes Calendar Integration
• Setting Up Folders
• Zoho Mail Other Features
• The New Zoho Mail - Streams and Email Sharing
• Zoho Mail - Streams

4

Phone Systems

• Making A Call-VICI Dial

5

Zoho Apps

• Zoho Docs

6

simPRO

• Before you Start!
• Getting Started with simPRO
• Create a Job in Connect
• Create a site
• Create a supplier Service
• Import and Export Sites
• Invoice and Apply Payment in Connect
• Modify Table View
• Saved Searches
• Setup and Navigate Connect
• Test and Maintain Customer Assets
• Administration Procedures Draft
• How to Convert a Quote to a Job
• How to Create a Quote
• How to Price a Quote
• PROCEDURE_ NEW CUSTOMER AND SITE CARD SET UP IN SIMPRO
• Simpro Connect ADJUST APP SETTINGS
• Simpro Connect VIEW DASHBOARD AND RUNSHEET
• simPRO Navigation
• Tasking Process_Updating Pricing or Cost of Clients and Sites in Simpro
• Timesheet Procedure
• Updating Pricing or Cost of Clients and Sites in Simpro
• Advanced Searches
• Complete a Job Without Materials Assigned
• Create a customer

7

End of Course Assessment

• Learning Check