Web Learning Request

Use this form to request and schedule a web learning session.  During an interactive session, the learning specialist will access your copy of PropertyBoss using the Internet and communicate with you via telephone.  Sessions are billed in one-half hour increments at the rate of $65.

Please indicate the session type, date, and time you would like to schedule your interactive web learning session(s) below.  The number in [brackets] after each session type indicates the estimated time in hours for the session.  You will be contacted by e-mail and/or phone within one business day to confirm or reschedule your requested session(s).

Requester Information
Company/Organization/Entity		Primary Business - - select one - - Residential MultiFamily/Apartment Student Housing HomeOwner Association other
First Name		Last Name
E-mail		Phone
PropertyBoss Configuration - - select one - - Standalone Network PropertyHost not sure Software Experience - - select one - - Beginner Proficient Advanced Power User		Payment - - select one - - Prepaid Bank Draft (on file) Credit Card (on file) Bank Draft (to provide) Credit Card (to provide)
Scheduling Information
Session	Session Type	Date	Time
1	- - select one - -   --------------- Quick Start --------------- Apartment Management [2] Residential - Third Party [2] HomeOwner Association [2] Student Housing [2] Affordable Housing [2] PropertyBanking [1] PropertyLoan [1] PropertyProspect [1] PropertyEmail [1.0]   --------------- Guided Detail --------------- Enter Startup Data via User [1.5] Enter Startup Data via Import [1.5] Update Startup Data [1.5] Record Rents & Payments [0.5] Record Payments to Owners [0.5] Setup QuickBooks Communication [1.5] Send Transactions to QuickBooks [0.5]   ----------------- Learn More ----------------- Use Reporting [1] Manage Leases [1] Manage Registers and Transactions [1] Use Work Orders [0.5] Use Letters [0.5] Use Merlin [0.5] Balance with QuickBooks [varies] Ask Questions [list below]	- - select one - - Mon November 24 Tue November 25 Wed November 26 - - - - + - - - - Mon December 1 Tue December 2 Wed December 3 Thu December 4 Fri December 5 - - - - + - - - - Mon December 8 Tue December 9 Wed December 10 Thu December 11 Fri December 12 - - - - + - - - - Mon December 15 Tue December 16	9:00 EST 9:30 EST 10:00 EST 10:30 EST 11:00 EST 11:30 EST 1:00 EST 1:30 EST 2:00 EST 2:30 EST 3:00 EST 3:30 EST 4:00 EST
2	- - select one - -   --------------- Quick Start --------------- Apartment Management [2] Residential - Third Party [2] HomeOwner Association [2] Student Housing [2] Affordable Housing [2] PropertyBanking [1] PropertyLoan [1] PropertyProspect [1] PropertyEmail [1.0]   --------------- Guided Detail --------------- Enter Startup Data via User [1.5] Enter Startup Data via Import [1.5] Update Startup Data [1.5] Record Rents & Payments [0.5] Record Payments to Owners [0.5] Setup QuickBooks Communication [1.5] Send Transactions to QuickBooks [0.5]   ----------------- Learn More ----------------- Use Reporting [1] Manage Leases [1] Manage Registers and Transactions [1] Use Work Orders [0.5] Use Letters [0.5] Use Merlin [0.5] Balance with QuickBooks [varies] Ask Questions [list below]	- - select one - - Mon November 24 Tue November 25 Wed November 26 - - - - + - - - - Mon December 1 Tue December 2 Wed December 3 Thu December 4 Fri December 5 - - - - + - - - - Mon December 8 Tue December 9 Wed December 10 Thu December 11 Fri December 12 - - - - + - - - - Mon December 15 Tue December 16	9:00 EST 9:30 EST 10:00 EST 10:30 EST 11:00 EST 11:30 EST 1:00 EST 1:30 EST 2:00 EST 2:30 EST 3:00 EST 3:30 EST 4:00 EST
3	- - select one - -   --------------- Quick Start --------------- Apartment Management [2] Residential - Third Party [2] HomeOwner Association [2] Student Housing [2] Affordable Housing [2] PropertyBanking [1] PropertyLoan [1] PropertyProspect [1] PropertyEmail [1.0]   --------------- Guided Detail --------------- Enter Startup Data via User [1.5] Enter Startup Data via Import [1.5] Update Startup Data [1.5] Record Rents & Payments [0.5] Record Payments to Owners [0.5] Setup QuickBooks Communication [1.5] Send Transactions to QuickBooks [0.5]   ----------------- Learn More ----------------- Use Reporting [1] Manage Leases [1] Manage Registers and Transactions [1] Use Work Orders [0.5] Use Letters [0.5] Use Merlin [0.5] Balance with QuickBooks [varies] Ask Questions [list below]	- - select one - - Mon November 24 Tue November 25 Wed November 26 - - - - + - - - - Mon December 1 Tue December 2 Wed December 3 Thu December 4 Fri December 5 - - - - + - - - - Mon December 8 Tue December 9 Wed December 10 Thu December 11 Fri December 12 - - - - + - - - - Mon December 15 Tue December 16	9:00 EST 9:30 EST 10:00 EST 10:30 EST 11:00 EST 11:30 EST 1:00 EST 1:30 EST 2:00 EST 2:30 EST 3:00 EST 3:30 EST 4:00 EST
Number of QuickBooks Company Files ← Describe use of each below if more than one →		Number of Separate Bank Accounts
Accounting Setup - - select one - - Cash Accrual		Accounting Experience - - select one - - Beginner Proficient Advanced Power User
Comments
Click on the Request Session button to send your request to a web learning specialist.