Courses & Scheduling
Master Your Workflow: Comprehensive Training for Visual EstiTrack™ and Visual Books™
Learn the basics during Visual EstiTrack™ and Visual Books™ 101 courses, with advanced classes available.
Unlock the full potential of your shop management system with our expert-led training courses. Whether you are just beginning your implementation journey or looking to refine your operations with advanced scheduling and estimating techniques, our structured curriculum provides the hands-on knowledge you need to succeed. From foundational “101” sessions to deep-dives into materials management and integrated accounting, we empower your team to increase productivity, streamline communication, and get the most out of your software investment.
Course Descriptions
- Visual EstiTrack 101: Introduction to Visual EstiTrack
- Visual Books 101: Introduction to Visual Books
Visual EstiTrack 101: Introduction to Visual EstiTrack
This comprehensive three-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 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.
BY the end of the third day, 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 two-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.
Product Spotlight
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 these advanced, one-day courses, which will further enhance your productivity:
