Summary | Training Modules

The Accubid Time & Material Billing software product training lab is designed to equip new users with the knowledge and skills they need to begin using the program productively in their workplaces. Instruction takes place in a classroom setting using a method that combines demonstrations with a high degree of hands-on practical exercises to reinforce learning. Class sizes are kept small to ensure a rich and rewarding learning experience.

Learning Objectives

Upon successful completion of training, participants will be able to:

• Effectively navigate the Time & Material Billing system
• Navigate through the Item and Common Assembly databases
• Understand and demonstrate procedures to setting up the system for use
• Create and modify global client defaults
• Create and modify clients in the client list
• Accurately perform takeoff using available modes
• Understand the functions and features in the Extension screen
• Understand the closing screens and their functions (Direct Labor through Quoted Material)
• Understand the Totals screen
• Demonstrate the ability to create, review, and modify reports

Summary | Training Modules

Module 1 - Introduction to Time and Material Billing

• Schedule screen
• Navigating the Time & Material Billing System

Module 2 - Understanding the Database

• Item and common assembly database
• Item database structure
• Database item fields
• Common assembly structure

Module 3 - Setting up Time & Material Billing

• Create and modify companies
• Create and modify tax regions
• Global client defaults
• Client list and client defaults

Module 4 - Creating Work Orders and Invoices

• Workflow and job types in Time & Material Billing
• Creating and saving work orders
• Job info
• Job notes

Module 5 - Takeoff Screen

• Takeoff workflow explained
• The breakdown area and selecting the takeoff breakdown
• Performing takeoff with available modes - item database, common assemblies, temporary assemblies, and temporary items
• Quick takeoff codes

Module 6 - Audit Trail

• Filtering the audit trail
• Modifying takeoffs in the audit trail
• Copying, pasting, and deleting takeoffs
• Reassigning takeoff breakdowns
• Substituting items and assemblies

Module 7 - Extension

• Exploring the Extension screen
• Consolidated item view
• Re-extending the job
• Labor columns
• Locking values at extension
• Grouping and filtering the extension
• Adding items at extension

Module 8 - Completing Work Orders and Invoices

• Accounting for labor costs
• Adding and modifying subcontractor quotes
• Adding and modifying general expenses
• Adding and modifying unit prices
• Totals screen

Module 9 - Reports

• Report types - client and office
• Global default reports
• Creating, modifying, and deleting report styles
• Setting up reports

Module 10 - Service Management Techniques

• Managing service technicians
• Managing client profiles
• Managing sales