Trimble - Transforming the way the world works.

Trimble US Support Services will be closed on Thursday and Friday, November 23rd & 24th to observe US Thankgiving holiday. We will resume normal business hours on Monday, November 27th. Please note that Canadian Support Services will not be affected.

close

This training course is best suited for those looking to learn the basic features and functions of Trimble Time and Material Billing software. The learning objectives are geared towards providing participants with the knowledge and skills to improve their use of this application in their workplaces.

Course Details

Class Setting: Web-based

Course Prerequisites: Experience working in a Microsoft Windows environment.

Who Should Attend: Estimators, Journeymen, Management

The mode of instruction features an instructor-led web-based learning experience that effectively combines demonstrations with hands-on practical exercises to reinforce learning.

The class is delivered through 4 (3 hour) consecutive sessions.

Learning Objectives

Upon successful completion of training, participants will be able to:

  • Effectively navigate the application
  • Configure Time and Material Billing
  • Create and modify default jobs
  • Create and complete new estimate job files
  • Effectually navigate the item and common assembly databases
  • Create new jobs types: work order, invoices, quotation
  • Perform takeoff of items, common assemblies, temporary items and assemblies, quick takeoff codes
  • Describe the functions within the Extension screen
  • Re-extend pricing and labor unit values
  • Effectively close a work orders and create invoices

Training Modules

Module 1 - Setting up Time and Material BillingHide

Module 1 - Setting up Time and Material Billing

  • Schedule screen
  • Navigating the application environment
  • Setting up Company Info, Tax Regions, Global client defaults, Client list, Reports
Module 2 – Working with the DatabaseShow

Module 2 – Working with the Database

  • Navigating the Item and Common Assembly databases
  • Structure of the Item Database
  • Database item fields
  • Common Assembly structure
Module 3 - Generating Work Orders and InvoicesShow

Module 3 - Generating Work Orders and Invoices

  • Creating a new job type
  • Job types explained
  • Creating, saving and modifying a work order
  • Creating, saving and modifying a quotation
  • Creating, saving and modifying an invoice
  • Takeoff using items, common assemblies, temporary items and assemblies, using quick takeoff codes
Module 4 – Audit TrailShow

Module 4 – Audit Trail

  • Understand the functions of the Audit Trail
  • Demonstrate the ability to filter the audit trail
  • Demonstrate the ability to modify and rename takeoffs with proficiency
  • Demonstrate the deletion of takeoffs
  • Effectively change breakdowns of takeoffs
  • Demonstrate the ability to copy and paste takeoffs
  • Demonstrate ability to substitute items and assemblies
Module 5 - Extension ScreenShow

Module 5 - Extension Screen

  • Consolidated item view explained
  • Review all columns
  • Re-extending pricing and labor unit values
  • The six columns of labor units
  • Flagged items in the extensions
  • Grouping and filtering items
  • Pricing Method
  • Material adjustment defaults
Module 6 - Closing a Work Order and Producing and InvoiceShow

Module 6 - Closing a Work Order and Producing and Invoice

  • Allocation resources (labor costs)
  • Allocation of general expenses
  • Allocation of subcontractors
  • Creating and use of unit prices (flat pricing)
  • Examining the Totals Screen - Examining calculated values of material: labor, expenses and subcontractors.
  • Multiple approaches to markup and overhead allocations