Course Catalog

We want our clients to be successful in their business and our software is a key component to that success.  PropertyBoss offers a variety of training courses to meet our clients’  needs.  These courses are grouped to help ensure you schedule the appropriate course for your needs and skill level.

Based on our experience, we have learned new clients need a minimum of 6 hours of training in order to successfully implement the software.  The courses marked with an asterisk* denotes the suggested minimum courses for Implementation.    Please make note that some courses have prerequisites.

PB 100 Series

PB101: Understanding the PropertyBoss Structure

Shape 164  1 Training Hour

This course gives you a tour of the basic areas of PropertyBoss and shows you how Properties, Units, Leases, and Tenants are associated.

Contact your Implementation Specialist to schedule this session.

PB102: Setting Up PropertyBoss *

Shape 164  1 Training Hour, Prerequisite: PB101

This course is designed to assist clients with creating their users and setting up system-wide preferences.

Click here to schedule the PB102 course.

PB103: Getting Started with PropertyBoss *

Shape 164  1 Training Hour, Prerequisite: PB102

This course is designed to enable you to enter all your properties and units, create owners (as necessary), tenants, and leases, and finalize your “Go-Live” date.

Click here to schedule the PB103 course.

PB104: Defining & Understanding Transactions

Shape 164  1 Training Hour, Prerequisite: PB103

This course will review the different transaction types and how to define them.   It will also give you an understanding of the transaction flow within PropertyBoss.

Click here to schedule the PB104 course.

PB105: Transactions – Practical Application *

 

Shape 164  1 Training Hour, Prerequisite: PB104

This course will show you how to enter transactions in PropertyBoss and the practical application of transactions as it applies to your business.

Click here to schedule the PB105 course.

PB106: Managing Your Leases *

Shape 164  1 Training Hour, Prerequisite: PB103

This course will show you how to properly execute Move-Ins and Move-Outs, Transfers, and Renewals.  It will also review Lease Statements and how to make properties inactive.

Click here to schedule the PB106 course.

PB 300 Series

PB301: Reports

Shape 164  1 Training hour

This course will cover the following report topics: Merlins, Advanced Merlins, Tax Reports, Report Grouping and Security

Click here to schedule the PB301 course.

PB302: Letters

Shape 164  1 Training hour

This course will guide you through letter templates, using merge fields, and printing/emailing letters.

Click here to schedule the PB302 course.

PB303: Reports and Letters – Custom

 

Shape 164  1 Training hour, Prerequisites: PB301 and PB302

This course will show you how to create interactive navigators and industry reports.  It will also review the top recommended reports for the client’s industry and which reports are best used together.

Click here to schedule the PB303 course.

PB304: Work Orders and Work Processes

Shape 164  1 Training hour

This course will show you how to create and manage work orders and custom work processes.

Click here to schedule the PB304 course.

PB305: Best Practices

Shape 164  1 Training hour, Prerequisite: minimum 6 hours of completed training,  *additional cost

This course is customized to your business and will walk you through your industry’s best practices.

Click here to schedule the PB305 course.

PB 200 Series (Financials)

* At least one of the General Ledger/QuickBooks courses should be included in New Client Implementation.

GL201: PropertyBoss General Ledger

Shape 164  1 Training Hour, Prerequisite: PB104 and PB105

This course will demonstrate how transactions flow into your General Ledger(s), editing and organizing your Chart of Accounts, paying bills and printing checks, as well as customizing settings within the General Ledger.

Click here to schedule the GL201 course.

GL202: PropertyBoss General Ledger – Advanced

Shape 164  1 Training Hour

This course is designed to answer the client’s specific General Ledger questions, typically after implementation has been completed.  This course can also be used to assist the client with troubleshooting a reconciliation issue.

Click here to schedule the GL202 course.

QB201: QuickBooks/PropertyBoss Setup

Shape 164  1 Training Hour

This course will show you to setup QuickBooks in PropertyBoss, how to create and map the accounting files, and provide an understanding of how QuickBooks interfaces with PropertyBoss.

Click here to schedule the QB201 course.

QB202: QuickBooks/PropertyBoss Integration

 

Shape 164  1 Training Hour, Prerequisite: QB201

This course will focus on using QuickBooks with PropertyBoss, queuing up transactions to be sent to QuickBooks, the required actions within QuickBooks, and running reports.

Click here to schedule the QB202 course.

QB203: QuickBooks – Custom

Shape 164  1 Training Hour

This course is designed to utilize our trainer’s expertise to assist the client with reconciling PropertyBoss to QuickBooks.

Click here to schedule the QB203 course.

FIN201: Starting Balances *

Shape 164  1 Training Hour, Prerequisite: PB General Ledger or QuickBooks/PropertyBoss Setup

This course will show you how to enter starting balances and security deposits and how to reconcile bank balances to reports in PropertyBoss.  If the client used a previous accounting system, the instructor will walk you through how to enter the beginning bank balances.

Click here to schedule the FIN201 course.

PB 400 Series

PB401: Portals

Shape 164  1 Training hour, Prerequisite: PB103 & PB105

This course walks you through how to utilize and manage your portals.

Click here to schedule the PB401 course.

PB402: Inspections

Shape 164  1 Training hour

This course will review the core concepts and features related to Inspections.  You will also learn how to create inspections templates, how to manage inspections, and how to utilize the PBInspector app.

Click here to schedule the PB402 course.

PB403: Refresher

Shape 164  1 Training hour

This course is designed to assist a client who has found themselves in a situation where they need to learn what’s different and new between an older version of PropertyBoss and the current version.

Click here to schedule the PB403 course.

PB404: Custom Module Review

Shape 164  1 Training hour per module

This course will walk you through one of our Modules.  During registration, you will identify the module and then a Trainer will contact you to develop the custom agenda.

Click here to schedule the PB404 course.