| Day 1 | |
| Introduction | 9:00am – 9:30am CST |
| Basic Set Up – Clients, Services, and Resources | 9:30am – 12:00am CST |
| Lunch | 12:00pm – 1:00pm CST |
| Setting Up and Scheduling Jobs | 1:00pm – 2:30pm CST |
| Scheduling Operations – Waiting List, Dispatch Board, Team App, Close Out Day | 2:30pm – 4:00pm CST |
| Invoicing and Payments | 4:00pm – 5:00pm CST |
| Day 2 | |
| CRM Tools – Calls, To Dos, Emails, Texting, etc. | 9:00am – 12:00pm CST |
| Lunch & Company Tour | 12:00pm – 1:00pm CST |
| Set Up Document Templates | 1:00pm – 2:00pm CST |
| Creating and Sending Estimates | 2:00pm – 5:00pm CST |
| Day 3 | |
| Set up for Job Costing and Payroll | 9:00am – 10:00am CST |
| Payroll Report, Job Costing Report, and Overview of the Report Center | 10:00am – 12:00pm CST |
| Lunch | 12:00pm – 1:00pm CST |
| Wrap Up Reports and Q&A | 1:00pm – 2:00pm CST |
| Implementation Workshop – Use this time to implement what you learned. Trainers will be available for questions. | 2:00pm – 5:00pm CST |
| Day 1 | |
| Introduction | 9:00am – 9:30am CST |
| Forms | 9:30am – 11:00am CST |
| Smart Maps | 11:00pm – 12:00pm CST |
| Lunch | 12:00pm – 1:00pm CST |
| Advanced Estimates | 1:00pm – 4:00pm CST |
| Q+A and/or Estimates Workshop | 4:00pm – 5:00pm CST |
| Day 2 | |
| Dispatch Calendar | 9:00am – 10:00am CST |
| Payroll and Timesheets | 10:00am – 11:00am CST |
| Job Costing and Canned SA Reports | 11:00am – 12:00pm CST |
| Lunch | 12:00pm – 1:00pm CST |
| Report Center Custom Reports/Dashboard | 1:00pm – 3:00pm CST |
| Reports Center Workshop | 3:00pm – 5:00pm CST |
| Day 3 | |
| Automations Implementation/Training OR Chemical Tracking | 9:00am – 12:00pm CST |
| Lunch | 12:00pm – 1:00pm CST |
| Wrap Up Automations Training | 1:00pm – 2:00pm CST |
| Automations Implementation Workshop – Use this time to implement what you learned. Trainers will be available for questions. | 2:00pm – 5:00pm CST |
Tim Gramstorff
Essential LandscapesDavid Isbell
Twelve Oaks Landscape Co. LLC