ClientCentral
Your property management software of choice
864.297.7661 | help@propertyboss.com

Web-Based Training Course Catalog

Thank you for your interest in our one-on-one web-based training courses. Each one-hour session is available for $125. All scheduled times are shown in Eastern Standard Time (EST). In a few short steps, you will be on your way to a more efficient and profitable future!

Enrollment Code - Sent after purchase as part of the product fulfillment e-mail. Codes are valid for the number of hours purchased or for a one time orientation session.

Orientation
PropertyBoss New Client Orientation

 Introduction to the basic functionality of PropertyBoss

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PropertyBoss Portal Orientation

 Walkthrough of functionality the portals

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Basic
Setting up PropertyBoss

 Overview of core PropertyBoss concepts and features.

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Managing Transactions

 Learn how to setup, post and record transactions.

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Managing Daily Activities

 Manage activities related to tenants, owners and properties.

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Web Content Management

 Manage activities related to your PropertyBoss hosted website.

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Intermediate
Work Orders and Work Processes

 Create and manage work orders and custom work processes.

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Creating User-Defined Reports and Letters

 Create interactive navigators and industry reports.

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Advanced
PropertyBoss Add-On Module Training

 Customized training on various PropertyBoss Add-On Modules.

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PropertyBoss Customized Advanced Training

 Develop training specifically for your needs.

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Accounting
Setting Up Your QuickBooks Database

 Setup and define your QuickBooks files. (QuickBooks only)

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Integrating PropertyBoss and QuickBooks

 Map and manage the QuickBooks interface with PropertyBoss.

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QuickBooks Daily Activities

 Daily use of QuickBooks. (QuickBooks only)

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QuickBooks Advanced Training

 Advanced customized training on use of QuickBooks. (QuickBooks only)

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Basic General Ledger

 Basic setup of the PropertyBoss Internal General Ledger.

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Advanced General Ledger

 Advanced use and activities after the setup has been completed.

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