Dates TBD
A1A Software Headquarters
1557 South 8th Street
Fernandina Beach, FL
$200 per day
Class size is limited to the first 18 people who sign up.
Agenda
Continental breakfast will be served each morning.
The morning sessions will start at 8:30 am.
We will have a break in the morning and afternoon.
Lunch will be served each day at 12:00 pm.
There will be a Q&A session after each training session.
The course will be broken up into six sessions over three days...
- Overview of iCraneTrax
- Setup dealer users
- Finding cranes and editing info
- Setting up customers and assigning them to their cranes
- View all assets on a map
- View and interpret admin reports
- Temporarily add cranes to your dealer accounts
- Set up email reports
- Access individual telematics data
- Interpret telematics data
- Diagnostic sessions and DM1 diagnostics
- Set up maintenance alerts
- Log maintenance in the alert system
- Upload documentation and set alerts
- Importing Link-Belt maintenance schedules
- Create work orders
- Setting up users, branches, employee classifications, quote rates
- Set up job options, custom fields, company logo
- Customize printed documentation: quotes, dispatch tickets, service agreements, T&C's
- How to use administrative tools: transfer sales data, merge duplicate customers, login report, and export to .csv
- Customize the calendars
- Create employees, customers, cranes, and equipment databases
- Create potential jobs
- Turn potential jobs into scheduled jobs
- Create scheduled jobs
- Time blocks
- Sub-jobs
- Run the scheduling conflict reports
- Create potential jobs
- Create quotes
- Setup appointments
- Run customer, appointment and sales reports
- Map customers