Web-Based Training FAQs

What if I do not need an hour for my session?

We will bill in increments of 15 minutes and bill you for the amount of time used. If you have prepaid training time, we will only deduct the amount of time used (in 15 minute increments), and you will have a prepaid training credit on file.

When do I call Client Care and when do I schedule training?

Client Care is intended for technical issues about installation or how your PropertyBoss is working. These are typically short (5-10 minute) questions. Training is intended for 15+ minute calls where you need to learn how particular features in the software work. Training sessions need to be scheduled in advance (typically with a 48 hour notice for the instructor).

When I schedule my training via the website, I do not see my topic listed in the Session Topics list. What should I select?

You can select the option labeled "Ask Questions." Be sure to list your questions in the text entry box to help the instructor prepare for your session.

What if I want more than 3 people to attend a training session?

This is up to the instructor's discretion and is typically allowed for one or two extra people. However, we highly recommend against it as the session is less likely to be effective.

Will I receive training documentation that covers the same topics as my online web session?

No, currently we do not deliver printed documentation with the web session. However, most of the topics can be found in the online help, Einstein Answers, delivered to every client with the software.

Classroom Training FAQs

Will we cover how to interface PropertyBoss to QuickBooks™?

No, we do not cover the PropertyBoss interface to QuickBooks during the class. If you are interested in the topic, you can stay after the class on day two for an hour long introduction. For additional help, you can schedule a one- hour web-based implementation session to complete your setup of the interface with hands-on help from a PropertyBoss trainer.

Will we cover how to use the portals and add-on modules like email?

While the portal and add-on module use is often referenced at a high-level during the class, we do not cover detailed instruction on their setup or use.

Will I receive a copy of the PropertyBoss User Guide?

No, you will not receive a copy of the PropertyBoss User Guide, but you will receive a training workbook that provides instructions for all of the topics that will be covered in class. You can make notes in this workbook and take it with you.

Do I need to bring anything with me to the class?

No, you do not need to bring a laptop or any other materials with you. You will be provided with a workstation at the training facility and a training workbook.

On-Site Training FAQs

Will I receive training documentation that covers the topics of my on-site session?

No, we typically do not develop documentation specific to on-site training. However, most of the topics can be found in the online help, Einstein Answers, delivered to every client with the software. Clients that choose to do a classroom-style on-site with little variation from the agenda of our local classroom training can request a copy of the classroom training workbook to personally print and distribute to attendees.

How do we plan what will be covered for our on-site?

Clients typically want one of two styles: (1) implementation-style or (2) classroom style.

An implementation-style on-site lends itself to three or less people as the instructor will help the attendees work on their live PropertyBoss data to enter startup information, create custom fields, create custom reports, create user accounts, setup the interface to QuickBooks, and generally tweak the system preferences. The agenda is fairly loose and flexible, but still determined ahead of time through discussion of client needs and goals.

The classroom-style on-site is typically better for more than three attendees and has a structured agenda with topics on which to train numerous attendees over several days. The PropertyBoss classroom training agenda is used as a basis for which to create a customized agenda for the on-site.