ALL INCLUSIVE PAID TRAINING – Only $139
Take ALL the paid training sessions you’d like for the low price of $139…that’s an $800 value! Paid training will ONLY be offered on Day 1 and 3. Each training class will be offered twice during the conference. Space is limited, so please register for your training classes below.
Note: Lunch will be provided for Paid Training attendees on Day 1 of the conference.
Paid Training Session Descriptions:
The golden rule of addresses: Less Is More. This is the key to helping maintain clean and accurate addresses within your database. This session will cover all aspects of addresses and the processes involved in cleaning up bad records. Tools, such as Address Auto-Assigned Values and E911 Automation will also be used. If you think your addresses need help, then this hands-on session is for you.
AM/CM Custom Designer
Do you feel your Delinquent Notices don’t have enough POP? Are your Accounts Receivable invoices getting thrown away by your customers without a second glance? Come on down to Big Tim’s Designer Junction and we’ll show you how to customize these to get more attention!
CPRs (Continuing Property Records)
Learn how to manage your CPRs in Accounting Master, discuss how to track your CPRs, and review the recent enhancements that will allow you to manage your CPRs more efficiently!
e-Notifications in Customer Master
Learn about all the options available with E-notifications within Customer Master, for both internal employees and end-users of your services. Whether you’re wanting to send a new customer welcome packet, a payment confirmation email or an appointment change notification, this course will show you the growing list of system-generated electronic notifications and how to utilize them to maximize efficiency within your office.
Do you have a mess on your hands in regards to plant data and records management? Plant Cleanup Options will show you how to identify problems with plant, how to fix them, and how to keep them in great shape after they’ve been cleaned up.
Secrets & Shortcuts for CM Users
This session won’t put you on Bourbon Street, but it will put you on Easy Street. We’ll implement tools, tips and shortcuts including Installment OCCs, Inquiry and Payment Notes, Templates, Zip Codes on the fly and more.
Short Jump Start – 4 hours
Do you need a refresher of basic Customer Master functions? Are you new to your company? Are you a new user of Customer Master? In any of these scenarios, our Short Jump Start class is for YOU! Join Mark for a Jump Start à court terme as he covers the basics of Service Orders, Trouble Tickets, Payments, and more!