Engage Agenda

JobBOSS

JB101

JobBOSS Product Strategy and Direction

Keeping you informed is a priority for us. This must-attend session for all JobBOSS customers will provide you with an update on our current initiatives and releases as well as give you insight into our product direction, plans, and roadmap for the next 12-18 months. This knowledge will help you plan for and continue to maximize the value and power of Exact JobBOSS in your shop.
JB201

Welcome to the Real World!

Your company is changing--fewer people, more hats, more work. You need visibility across the organization that keeps your staff working effectively. How can the Exact JobBOSS Suite of products make that happen? Join us to see real-world examples of what JobBOSS can do to help your business run like a well-oiled machine.
JB401

Database Administration Essentials

Maintaining your Exact system is critical. This course is designed to provide you with the information you need to successfully manage your Exact data. You will learn the essentials of SQL DB administration, disaster recovery best practices and vital tools for ongoing database maintenance and cleanup.
JB402

Streamline supply chain management using EDI with JobBOSS

Electronic Data Interchange [EDI] with your customers has become a requirement for many of you. Attend this session to learn how you can automate your incoming orders, outgoing Advanced Shipping Notices, and Invoices using either of our EDI Solution Partners, 1EDISource and SPS Commerce. These solutions integrate directly with your existing JobBOSS application.
JB301

Intro to Scheduling

The adoption and execution of basic scheduling is key to successful shop management. Identify core scheduling functions within JobBOSS that lead to more accurate, on-time delivery and planning.  Leave the session with an action plan to begin effective scheduling.
JB501

Order Processing Made Easy

Processing orders is the first step when collecting the cash. What blend of orders does your shop have? One off, make to stock, make to order, engineer to order, blanket orders, EDI, or a combination of these? Let us help you to effectively enter your orders to maximize the tools of the JobBOSS system for your company.
JB502

Scheduling by Exception

Advanced scheduling will take your shop to the next level. In this session, you will learn how to interpret the indicators and codes in ShopBOSS and how to best manage them. Also, understand how to use the ShopBOSS dashboard to proactively manage potential problem areas in the shop.
JB601

Tips and Tricks to Get the Most from JobBOSS

All of us can use a little nugget of information to be more efficient. In this interactive session, we will gather the greatest JobBOSS minds to share simple and time-saving tricks to help you be more productive. Come share some tips of your own.
JB701

Beyond Basic Reporting: How to Query with Excel

Often times you want to see data in your own way. In this session, you will go beyond the standard JobBOSS reports and learn how to query the database using Excel. It’s more than just exporting--users will learn how to formulate queries, basic reports, graphs, pivot tables and create impressive charts all that refresh live data.
JB702

Are You Making Money?

Cost and financial analysis of your business can seem overwhelming at times. We will help break down the process to understand the full lifecycle of your jobs, including the profit/loss analysis and the impact to your financial statements, regardless of the accounting system used.