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RentalWorks Configuration Meeting
Configuration of your RentalWorks system typicaly takes about 2 hours. This meeting can be broken up into to 2, 1-hour meetings if needed. This is a billable meeting.
Duration: 2 hours |
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Systems Conventions - Login, Navigation, Function Keys, Search, My Profile
Prerequisites: System Configuration -
After this course, you will be able to login, navigate, understand the use of function keys, searching in scrollers and the settings in my profile in RentalWorks.
This is a billable meeting.
Duration: 30 minutes |
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Agent 1 - Customers, Deals and Contacts
Prerequisites: System Configuration -
Explore creating and maintaining Customer, Deals and Contacts. After this course, you will be able to create new / manage existing Customers, Deals and contact in RentalWorks.
This is a billable meeting.
Duration: 1 hour |
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Agent 2 - Quotes, Orders and Availability
Prerequisites: Agent 1 -
Explore creating and maintaining Quotes, Orders and Availability. After this course, you will be able to create new / manage existing Quotes and Orders and check inventory Availabiity in RentalWorks.
This is a billable meeting.
Duration: 1 hour |
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Agent 3 - Sub-Rentals, Pick Lists, Order Status
Prerequisites: Agent 2 -
Explore creating and maintaining Sub-Rentals, Pick Lists and checking Order Status. After this course, you will be able to create new / manage existing Sub-Rentals, Pick Lists and check Order Status in RentalWorks.
This is a billable meeting.
Duration: 1 hour |
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Agent 4 - Quote Versions, Billing Schedule, Inventory PO's
Prerequisites: Agent 3 -
Explore creating and maintaining Quote Versions, Billing Cycles and Inventory PO's. After this course, you will be able to create new / manage Quote Versions, Billing Cycles for your Orders and create PO's for new Inventory in RentalWorks.
This is a billable meeting.
Duration: 1 hour |
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Warehouse 1 - Staging/CheckOut, Check In, Sub-Rental Receive
Prerequisites: System Configuration -
Explore Staging/Checking Out inventory items; Checking In inventory items and Sub-Rental receive from vendors. After this course, you will be able to stage and check out item to customers, check items back in to inventory from customers and receive sub-rented items from vendors in RentalWorks.
This is a billable meeting.
Duration: 1 hour |
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Warehouse 2 - Sub-Rental Return, Send to Repair, Complete Repair, Order Status
Prerequisites: Warehouse 1 -
Explore Sub-Rental Returns, Send items to Repair and Complet Repairs and check Order Status. After this course, you will be able to return your sub-rented items to your vendor, send broken item to repair, complete the repair to return item to inventory and check the order status in RentalWorks.
This is a billable meeting.
Duration: 1 hour |
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Warehouse 3 - Receive Inventory, Swap Items, Exchnage Items, QC (Option)
Prerequisites: Warehouse 2 -
Explore Receiving new inventory, Swapping or Exchanging Items and performing QC. After this course, you will be able to receive new inventory into the system, swap or exchange rental items and perform a QC inspection in RentalWorks.
This is a billable meeting.
Duration: 1 hour |
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Warehouse 4 - QuickScan (Option)
Prerequisites: Warehouse 1,2 & 3 -
Explore the RentalWorks QuikScan app. After this course, you will know how to use the RentalWorks QuikScan device and the all the feature in the RentalWorks IOS app.
This is a billable meeting.
Duration: 1 hour 30 minutes |
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Billing 1 - Billing Process, Charge Processing
Prerequisites: System Configuration -
Explore the Billing Process and Charge Processing. After this course, you will be able to understand the billing process from creating and approving customer invoices and charge processing in RentalWorks.
This is a billable meeting.
Duration: 1 hour |
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Billing 2 - Receipts, Vendor Invoice and Repair Order Billing (Option)
Prerequisites: Billing 1 -
Explore all of these optional modules. After this course, you will be able receive and poat payments from customers, input your vendor invoices against you PO's and bill andinventory repairs in RentalWorks.
This is a billable meeting.
Duration: 1 hour 30 minutes |
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Accounting - Chart of Accounts, Inventory Categories, Payment Types, Tax Options, G/L Distribution
Prerequisites: Billing 1 -
Explore the accounting side of RentalWorks. After this course, you will be able to input and manage your chart of accounts, maintain inventory category G/L distribution, maintain payment types and tax options and G/L distribution in RentalWorks.
This is a billable meeting.
Duration: 1 hour 30 minutes |
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Inventory 1 - Inventory Purchase, Receive from Vendor, Return to Vendor, Consignment (Option)
Prerequisites: System Configuration -
Explore the Inventory Purchase process, Receive items from Vendors, return Items To Vendors and the optional Consignment module. After this course, you will be able to purchase inventory items, receive item from vendors for inventory or orders, return sub-rented items to vendors and the entire consignment process in RentalWorks.
This is a billable meeting.
Duration: 1 hour |
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Inventory 2 - Retire Inventory, Physical Inventory
Prerequisites: System Configuration -
Explore retiring Inventory and performing a complete Physical Inventory After this course, you will be able to retire / unretire inventory items and learn the process to perorm a complete physical inventory in RentalWorks.
This is a billable meeting.
Duration: 1 hour |
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Admin 1 - I-Codes, Item/Accessory, Complete/Kit
Prerequisites: System Configuration -
Explore creating and maintaining Rental, Sales and Parts I-Codes, Item verses Accessory and Completes verses Kits. After this course, you will be able to create new / manage I-Codes, item and accessories and completes and kits in RentalWorks.
This is a billable meeting
Duration: 1 hour 30 minutes |
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Admin 2 - Groups, Users, Security
Prerequisites: System Configuration -
Explore creating and maintaining Users, user Groups and system Security. After this course, you will be able to create new / manage existing user and user groups and overal security in RentalWorks.
This is a billable meeting.
Duration: 1 hour 30 minutes |
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Misc. Questions and Answer Session, 30 Min.
Gather up all your questions and get them answered in this session. Min billed time is 1/2. Please provide a list of questions via email to RentalWorksTraining@dbworks.com 1 day prior to your meeting to ensure all material needed for you meeting is prepared.
This is a billable meeting.
Duration: 30 minutes |
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On-site Training - 1/2 day
Need somone on-site for training? New employee, about to go live with your system and just some extra help?
Any questions, please email RentalWorksTraining@dbworks.com prior to booking.
This is a billable meeting. Travel expenses may apply.
Duration: 4 hours |
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On-Site Training - Full Day
Need somone on-site for training? New employee, about to go live with your system and just want some extra help?
Any questions, please email RentalWorksTraining@dbworks.com prior to booking.
This is a billable meeting. Travel expenses may apply.
Duration: 8 hours |
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Self Training - Request Access to Our Available Training Guides
Request access to our training guide library in dropbox.
Duration: 30 minutes |
