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Users - Self Guided Learning Programs
Users - Learn by Role
Learn by Role: Account Manager/ Client Manager
3 Ways to Create Tasks - Printable Cheat Sheet
3 Ways to Create Tasks - Printable Cheat Sheet
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The Joy of Tasks Cheat Sheet
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3 Steps to an Open Job - Printable Cheat Sheet
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Business Intelligence Visuals for your Dashboard
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Topics
Learn by Role: Owner/ Operator
7
Administrator & Agency Principal Training
What Rate Structure is Best for You?
The Job Financials Tab
Profit Analysis Report
Reports to check out
Business Intelligence Visuals for your Dashboard
Connect Your Company, Contact & Job Related Emails into the Notes Area(s) of Your FP System
Learn by Role: Traffic/ Project Manager
8
Traffic & Project Manager Workbook
Best Practice - Review the Workflow Options
Best Practice - Managing Staff Holidays & Sick Days
Best Practice - Handling Freelancer Time
Best Practice - Managing Scope Creep
Alternate Task "Sharing" Options in fp.
Reports to check out
Introduction to Shared Tasks
Learn by Role: Sales/ Account Exec/ New Biz Development
6
Sales/ AE/ Business Development Workbook
Best Practice - Adding an Estimate & Job
Best Practice - Managing a Sales Pipeline in fp.
How to be a Better AE - Printable Cheat Sheet
Reports to check out
Find Routines
Learn by Role: Accounting & Finance
8
Finance & Accountant Workbook
Setting Individual Staff Costs & Creating a Cost Rate Card
Staff Expenses
Easy Invoicing - Printable Cheat Sheet
Mark an Invoice as Paid/ Payment Received
Editing Invoices
Profit Analysis Report
Reports to check out
Learn by Role: Designer
5
Designer Workbook
The fp. Calendar & Filter Building
Time Tracking to Tasks - Printable Cheat Sheet
3 Ways to Create Tasks - Printable Cheat Sheet
Reports to check out
Learn by Role: Account Manager/ Client Manager
4
Account/ Client Manager Workbook
3 Steps to an Open Job - Printable Cheat Sheet
3 Ways to Create Tasks - Printable Cheat Sheet
Business Intelligence Visuals for your Dashboard
Learn How-To: Create & Manage Work
7
Job Statuses
Estimate Templates
Revenue Schedule
The Job Summary Tab
3 Steps to Open a Job - Printable Cheat Sheet
Connect Your Company, Contact & Job Related Emails into the Notes Area(s) of Your FP System
Creating an Estimate and Job
Learn How-To: Create & Manage Schedules & Tasks
7
Create an Estimate & Job from a Schedule
The Gantt View - Using & Sharing
Creating & Using Schedule Templates
Create & Manage Task Dependencies
Creating a Schedule from the Estimate or Job
Resource Allocation & the Work Calendar
Ways to Create Tasks in FP
Learn How-To: Track Time
7
Tracking Time: Duration vs. Start/ Stop Method
Tracking Time to a Task
Time Tracking for Internal and Client Meetings
Timetracking to the Task - Printable Cheat Sheet
iPhone & Apple Watch Timetracking App
Android Timetracking App
Tracking Time to a Job
Learn How-To: Build Invoices, Expenses & POs
6
Staff Expenses
Creating Interim & Final Invoices - Basic Steps
Filling Out External Expenses
Printing POs and RFQs
Mark an Invoice as Paid/ Payment Received
Easy Invoicing - Printable Cheat Sheet
Learn How-To: Make Staff or System Changes
8
Manage Permissions/ Permission Sets
Branding Your System
Setting up Taxes
List Maintenance
Best Practices for Staff Changes at your Agency
How To: Update a Staff Name Change
Making an fp. User Inactive
Adding New Staff Members
Learn How-To: By Video
19
How to Login to fp. - Training Video
Basic Navigation - New UI (June 2015)
Navigation Basics - Training Video
How to Add a Staff Member - Training Video
How to Add Notes to a Client Account - Training Video
Review of the fp. CRM System - Training Video
Sales Pipeline Management - Training Video
Creating an Estimate & Adding a Job - Training Video
Adding a Detailed Estimate/Job - Training Video
Adding Quick Jobs - Training Video
The Job Details Page & Financials Tab - Training Video
Using the Projects Module - Training Video
Creating Schedules for Templates & Real Work - Training Video
Adding Schedules to Existing Jobs & Estimates - Training Video
Using the fp. Portal (Clients) - Training Video
Setting Up & Using the fp. Portal (Agency) - Training Video
Setting up fp. Accountant - Training Video
Syncing with QuickBooks: Using fp. Accountant - Training Video
Submitting a Timesheet - Training Video
Accounting
5
Accounting software options
General Accounting Processes
Exporting Invoices & Expenses to Simply
Setting Up Your Chart of Accounts
Generate & Export Invoices and Expenses Without a Selected Accounting Program
Last Updated
Feb 19, 2015
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Other Resources
Primes - Onboarding Consulting Program
System Set Up Resources
Users - Self Guided Learning Programs
Users - Learn by Role
Library - The Mothership of How-Tos
Library
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