Technisoft Service Manager | Training Courses

Technisoft conducts a number of training seminars in several continents throughout the year. Normally these are held prior to a Sage 300 Trade Show and end users are welcome to attend.

We continue to include with every product sold (free of charge), Digital Training Videos outlining Setup and Process functions. Installation, Setup and User Guides are provided with our products and we often produce “Quick Guides” that cover specific areas of the product.

We also offer the service of online training which is available upon request. Please email us if you have a specific training request.

Service Manager Training September 2022 at tpac

Technisoft will be conducting training over three days from 8th to 10th September 2022 prior to the lead up to TPAC in Vancouver.

The course will examine the Service Manager document system in detail; covering all aspects of quotes, budgets, job ticketing, job costing, POs, requisitions, service agreements, invoicing, and "all things Document Entry". You will also learn how the document system flows through to our Advanced Scheduling and Field Portal add-on modules for quick and effective resource planning and field management.

You will also see first hand our new flagship product Technisoft Discover, which is a simple to use Dashboard and Query tool for all Sage 300 modules.

You will see how easy it is to sort, filter and graph results to create exciting looking dashboards which will enable you to monitor real-time KPI’s and identify business bottlenecks and then drill down to see detail.

Whether you wish to re-certify or learn the product for the first time, please join us this September in learning and seeing the exciting new features in Service Manager 2022, including the newly released and re-vamped Customer Portal.  We will also provide a “live” sneak-peak of the Technisoft Service Manager web-screens for the Sage 300 cloud platform which are nearing completion with an estimated release date of late Q4 2022.

Course Dates

Thursday 8th – Saturday 10th September 2022 (3 days) 

8:30am – 5:00pm each day

Hyatt Regency Vancouver
655 Burrard Street
British Columbia
Canada V6C 2R7
Cypress room (34th floor)

Click here to enrol NOW!


Please note that the cut-off date for enrolment is Thursday 1st September 2022 and all payments must be finalised by that time. Course agendas and links will be emailed to registered participants upon confirmed registration.

Course Agenda

Day 1

Introduction (Session 1)

  • Welcome / Housekeeping
  • Product Suite Overview
  • Sage 300 Integration
  • The Document System explained
  • Student Setup Confirmation – VM, AS & FP
  • Available online training resources – help and videos
  • Reports and Financial Statistics
  • Web screens
  • Set Up Program Essentials (Session 2)

  • Company Options and G/L Integration
  • Service Centers
  • Employees and Contractors
  • Services and Pricing
  • Document Types and Phases
  • Document Statuses
  • Class Types and File Paths setup
  • Tasks and Activities
  • Sites and Sage 300 A/R integration
  • Models, Equipment and Sage 300 I/C integration
  • Document Entry I (Sessions 3 & 4)

  • Discussion of the UI – menus, tree, tabs
  • Discussion of Document Types – Jobs, Sales, Quotes, etc.
  • Exploring the Document Tree
  • Creating a Job
  • Notations
  • Phases, Billing Groups, Items and Services
  • Creating a Template
  • Copying Documents
  • Day 2

    Document Entry II (Sessions 1 & 2)

  • Equipment
  • Task Billing Groups
  • Serialized Inventory
  • Purchase Requisitions / Orders
  • Recurring Jobs / Schedules
  • Document Query
  • Agreements (Session 3)

  • Agreement Plans
  • Agreement Setup – Billing vs Cover
  • Document Item and Services Cover
  • Document Reporting and the Time System (Session 4)

  • Agreement Plans
  • Agreement Setup
  • Document Item and Services Cover
  • Time Entry Estimates vs Actuals
  • Day 3

    Advanced Scheduling (Session 1)

  • Introduction to Advanced Scheduling
  • User Interface features
  • Creating, Editing, Moving Appointments / Estimates
  • Dispatch
  • Job Querying
  • Field Portal (Session 2)

  • Introduction to Field Portal
  • Online vs Offline
  • Field Portal Configurator/s
  • Dispatch and Daily Schedule
  • Working with Jobs and Appointments
  • VM – AS- FP workflow
  • Other features
  • Technisoft Discover (Session 3)

  • Introduction to Technisoft Discover
  • Creating dashboard and adding queries
  • Designer query sections and finders
  • Section criteria
  • Building a new section criterion
  • Customer Portal and Other Technisoft Programs (Session 4)

  • Introduction to Customer Portal
  • Sites, Contacts, and Customer Logins
  • Customer Portal / Requests
  • Adjust Pricing / Price Escalation
  • Projects
  • Event Manager
  • Utilities
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