WE MAKE GREAT COMPANIES ... EVEN BETTER!
At Change can be scary, which is why our local team will guide you through your setup, implementation, migration and traiing
GO LIVE IN JUST 8 WEEKS!
Business Process Meeting
When you join Premier Construction Software, we develop a custom plan for your business. We’ll sit down to get to know you, your company, and your goals. To help you get to know the software, we’ll build a fictitious business for testing that you and your team can work through, familiarizing yourselves with the system and key processes.
Group & Private One-On-One Training
Our training plan breaks down into two paths: accounting and project management. Each of these paths will take both you and your team through the common processes and most important reports in detail. These valuable trainings are group sessions held on-line twice a week. At the end of each week, our trainers provide private one-on-one training consultations to answer any questions, help your team sharpen its knowledge, and share best practices.
Live & Direct Support
When the 8 week training period ends and your software goes live, your fictitious test business will become fully operational. Your staff will seamlessly transition to working with real data and information. And, our trainers will meet with your administrators to ensure the process is going smoothly and meeting expectations. We’re here for you every step of the way.
GO LIVE IN JUST 8 WEEKS!
Premier provides a 6-week training track. The first meeting is known as the Business Process Mapping meeting where we introduce you to our team and learn about your requirements and goals. Together we build a test company so your team can work through key processes and run reports with familiar data. We start off by uploading your chart of accounts, customers, vendors and a sample job estimate.
The main training plan is broken down into Accounting and Project Management tracks that walk you through common processes and valuable reports. These are online group sessions scheduled on Tuesday and Thursday approx. 45-minutes in length. At the end of each week, our trainers provide private 1:1 consults to test your team, answer any questions and share best practices. This is a proven model that will turn your team into Premier experts.
At Go Live, your team will start using the software with live, real data. We will copy your test company into a live company. Our trainers will meet with your administrator to ensure you understand the process.
Easy to follow. Practical Examples. Live Webinar.
Private Consultation. Customize to your needs.
Manage. Analyze. Forecast.
ADMIN SESSIONS
Chart of Accounts Customers & Vendors
Customize Forms Subs, POs, Checks, etc.
Customize Folders Upload Any Documents
PROJECT SESSIONS
PROJECT MANAGEMENT- GET STARTED
- Introduction
- Navigation
- Job Dashboard
JOBS & ESTIMATES
- Terminology
- Add Jobs, Alerts & Defaults
- Upload Estimate & Documents
AUTOMATE COMMITMENTS
- Job Budget Control
- Post and Email Subs & POs
- Compliance Tracking
- Job Dashboard
PROJECT MANAGEMENT METRICS
- Key Performance Indicators
- Accounting Impact
- Payroll Impact
- Job Dashboard Review
SUB PAY APPLICATIONS
- Streamline Sub Pay App Process
- Auto Generate AP Invoice & Routing
- Collaborate Real-Time with Subs
- Accept, Modify, Reject % Complete
PROGRESS BILLING
- Customize Billing Applications
- Enter in % Complete
- Change Order Impact
- AR Invoice Process
CHANGE ORDER PROCESS
- Generate RFIs
- Internal Change Orders
- Budget Transfers
- Customer Change Orders
- Sub Change Orders
COST PLUS / TIME & MATERIAL BILLING
- Set up & Processing
- Set Mark Up Codes & Mgmt Fees
- Customize Customer Reports
- Merge AP Invoice Back up
TOP PROJECT MANAGEMENT REPORTS
- Understand Why We Built the Reports
- Deep Dive into Calculations
- Key Questions PMs should be asking
CONSTRUCTION DOCUMENTS
- Submittal Tracking
- Daily Job Logs
- Meeting Minutes
- Punch/ Deficiency Lists
PROJECT MANAGEMENT Q&A
- Top 5 Questions
- Open Q&A
- Best Practices Shared
JOB FORECASTING
- Calculate Job Final Profit Accurately
- Monthly Review Process
- Anticipated Cost Worksheet
- Transfer Budgets Easily
ACCOUNTING SESSIONS
ACCOUNTING – GET STARTED
-
- Introduction
- Navigation
- Top Accounting Reports
ACCOUNTS PAYABLE PROCESS
-
- AP Invoicing
- AP Payment
- Top AP reports
AP PAYMENT & CREDIT CARDS
-
- Types of Payment
- AP Payment Processing
- Generate Check Run
- Common Questions
AP ELECTRONIC APPROVAL
-
- Workflow Configuration
- Invoice Entry & Scanning
- Routing & Approval Process
- Approval Status Reports
AP RETENTION
-
- Default & Track Retention
- Release Holdback
- Key Reports
- Training
PAYROLL
-
- Mobile Timesheet Setup
- Automated Overtime & Allowances
- Approval Workflows
- Job Costing Model Setup
SUB PAY APPS
-
- Eliminate AP Data Entry & Scanning
- Sub Pay App Process
- Approval Status Tracking
- Approval Overrides
- Training
ACCOUNTS RECEIVABLE PROCESSING
-
- Customer Billing Process
- AR Invoice Generation
- Reverse AR Invoice & Billings
- Cash Receipts & Reports
AR CASH RECEIPTS AND RETAINAGE
-
- Cash Receipt Process
- Withhold & Release Retainage
- Top AR Reports & Job Dashboard
BANK & PAYROLL RECONCILIATION
-
- Process Overview
- Reconciliation
- Key Reports
- Common Questions
TOP FINANCIAL REPORTS
-
- 5 Must Have Reports & Why
- Monthly Review
- Common Questions
TOP ACCOUNTING Q&A
-
- Top 5 Questions
- Open Q&A
- Best Practices Shared
- Tips & Trick
what our clients are saying ...
Don't just take our word for it. See what our clients have to say.
