COURSE DESCRIPTIONS

VISUAL ESTITRACK 101: "INTRODUCTION TO VISUAL ESTITRACK"

This comprehensive 3 day course covers all the basics for a successful implementation of Visual EstiTrack™. We explain the fundamentals of the program logic and layout. You will first learn how to set up your company, and various tables with information such as customers, inventory items, employee lists, departments, etc. These "tables" are actually user-maintained database files, which enable the entire program to operate.

From there, we demonstrate the various menu systems and subsystems contained in the program. You will be taken though all the major features of the program such as Customer Management, Quotations & Estimating, Orders & Releases, Shop Orders, Operation Scheduling, Production Management, Material Management, Purchasing, Vendor Maintenance and so on.

At the end of 3 days, new users should come away with a solid working knowledge of Visual EstiTrack™. They can then go back to the company and start implementing and using the program.

VISUAL BOOKS 101: "INTRODUCTION TO VISUAL BOOKS"

This is a 2 day program designed to teach the fundamentals and foundations of this Integrated Accounting Package. Because Visual Books™ is an add-on to Visual EstiTrack™, you will see how these two programs seamlessly work together 
(i.e. "integrated").

You will be instructed in all the major features of the program: Accounts Payable, Accounts Receivable, Banking, General Ledger, Payroll, etc. Whether you're a one-person operation, the company Controller, or the Accounts Payable clerk, you will quickly learn to use this accounting package effectively.

ADVANCED COURSES

After completing either of the "Introduction" courses listed above, we recommend implementing and using the programs to get more familiar with them. Once you have a solid working understanding, consider taking one these advanced courses, which will further enhance your productivity. These are all 1 day courses:

ESTIMATING 404: "ADVANCED CONCEPTS IN ESTIMATING"

MATERIALS MANAGEMENT 404: "ADVANCED CONCEPTS IN MATERIALS MANAGEMENT"

SCHEDULING 404: "ADVANCED CONCEPTS IN SCHEDULING"

ORDER ENTRY 404: "ADVANCED CONCEPTS IN ORDER ENTRY"

For more information on training options, click HERE.

SCHEDULING

Please contact our sales department for scheduling of training sessions.