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Courses Available

On site PSMS (PVO) Training

  • Full understanding of how to use T-card (e.g. booking/pre-booking jobs/editing jobs/cancelling jobs/passing details/call out requests to other centres & monitoring jobs).
  • Checking/authorising work orders.
  • Faxing & E-mailing quotations, work orders and invoice copies direct from virtual office for order number chasing (including bulk faxing, E-mailing & printing)
  • Effective use of P.V.O. reports (covering response times, turnover, profit, M.S.S.T. available time & sales calls etc.)
  • Use of new contact/company wizard
  • Monitoring & editing customer’s special terms, discounts & procedures
  • Full use of the search function to gather information such as number of jobs per month, trends/patterns for customer spend, amount of labour/sales calls sold per month, number of sales calls per month, monitoring quotations etc.
  • Generating new orders/credit notes
  • Preparing quotations in P.V.O.
  • X.D.A. training, covering how to complete on-site jobs, performing sales calls, generating quotations & orders from sales calls & manual entry functions.
  • A full demonstration of the C.R.M. function including data cleanse & setup/configuration.
  • Use of the diary & group diary including recording holidays/sick days.
  • Creating new parts in virtual office (including correct nominal code, pricing etc).

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