FP Expert Webinars
Learn how to use Function Point to manage the most important aspects of your agency’s operations. This series consists of 4 webinars covering the most commonly asked about topics in Function Point: CRM, project and task management, CRM, accounting integration, and retainers.
CRM and Managing Estimates
Covers the basics of fp.’s CRM
Learn about managing companies/contacts, notes, custom fields, skills.
Review the basics of managing estimate statuses so that useful sales and opportunity reports can be produced.
Project and Task Management
Covers the basics of managing your agency’s work in the FP system.
Learn about job/project management, schedule/task creation, and task management.
Invoicing—Fixed Price, Time & Materials, Retainers
Covers the methods for creating invoices in the FP system.
Review the basics of each type of invoice.
Learn about methods to create batches of invoices to speed up the process.
FP Accountant—FP’s QuickBooks integration
Covers the process for setting up FP Accountant.
Offers a high-level review of its use to sync fp. and QuickBooks®.