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®.