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®.

Are You Making The Right Decisions for Your Agency? Free Guide Download

Learn how an all-in-one agency management tool takes away the guesswork and helps you make better decisions for a thriving team, happy clients, profitable agency growth.