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®.
