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Software Training

  • Learn Simple and efficient service writing
  • Master easy parts ordering and inventory management
  • Learn to use Smart Jobs and Smart Labor Pricing
  • Understand the tools for accounting and profitability
2 Day Bootcamps
1 Day Training Conference
Common Questions

2 Day Bootcamp

Our 2 Day Bootcamps are hands-on sessions for anyone needing to learn to navigate R.O. Writer (Basic) or become more proficient in using the different aspects of R.O. Writer (Advanced).

Basic Advanced Locations
July 14-15, 2014 July 16-17, 2014 R.O. Writer
823 Donald Ross Rd.
Juno Beach, FL 33408
Any 2 Day Bootcamp:
$249 per person regular price or $199 for Early Bird signup*
*Early Bird registration eligible if registered 30+ days before selected workshop date!

Basic

Day 1 Agenda

Session 1 - Morning

Introduction and Invoicing Basics

Session 2 - Afternoon

Advanced Invoicing and End of Day Procedures

Day 2 Agenda

Session 3 - Morning

Basics of Configuration
 

Session 4 - Afternoon

Other Shop Basic Essentials; includes introduction into Accounts Payable, Inventory, Reporting and Marketing

Advanced

Day 1 Agenda

Session 1 - Morning

Get Smart - Smart Pricing and Smart eCat

Session 2 - Afternoon

Advanced Inventory and Configuration

Day 2 Agenda

Session 3 - Morning

Communication is Key - Managing Shop Workflow and using R.O. Writer as a Hub of Communication

Session 4 - Afternoon

Tools for measuring and increasing Profitability; includes advanced Marketing


1 Day Training Conference

Our 1 Day Conference is designed for the more experienced R.O. Writer user, including shop owners and their management team. Our professional trainers provide their insight through lectures and demonstrations based on common shop scenarios (this is NOT a hands-on session).
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Advanced Locations
August 9, 2014 LSI of Texas
8703 Fallbrook Dr.
Houston, Tx 77064
Any 1 Day Bootcamp:
$199 per person regular price or $149 for Early Bird signup*
*Early Bird registration eligible if registered 30+ days before selected workshop date!

Advanced

1 Day Training Conference

For Shop Owners, Management Team & more experienced R.O. Writer Users

Agenda Discussion Points

  • Using R.O. Writer Profit Building Tools
  • Departmental Linear Matrix Pricing Strategies
  • Departmental Pricing
  • Parts Returns and Core Returns
  • Inventory Browse Screen Layouts
  • Measuring Lost Sales
  • Warranty Tracking Strategies
  • Advanced Marketing & Customer Retention
  • Mastering Smart eCat
  • Exporting Reports to MS Excel
  • Reports: That which is measured improves
  • Alternative Part Number strategy
  • Advanced Scheduling Techniques
  • Tracking Productivity & Efficiency
  • Integrating R.O Writer into your workflow
  • Tips & Tricks ... and Q&A

Common Questions

Will there be training classes available in any other locations throughout the United States?

The training conferences, workshops and bootcamps will be offered based on demand.
Let us know where you would like us to hold classes by completing our survey.

Are there any other training options available like Webinars or Online Training?

Online training and webinars are in development, but not offered at this time.

How do I decide which Training Class is right for me?

The 2 Day Bootcamps are hands-on sessions for anyone needing to learn to navigate R.O. Writer (Basic) or become more proficient in using the different aspects of R.O. Writer(Advanced). The 1 Day Conference is made up by lectures and demonstrations and is NOT a hands-on session. It is geared towards the more experienced R.O. Writer users, for shop owners and their management team.

Are there more detailed Agendas for the Bootcamps and Conferences?

Basic Workshop

Day 1 Session 1 – Morning
Introduction and Invoicing Basics:
This session will introduce the concepts behind the R.O. Writer Shop Management System and give you an opportunity to build your core knowledge of the R.O. Writer Point of Sale module. You will acquire hands on experience in pricing estimates and building invoices taking advantage of the R.O. writer Smart eCat tool.

Day 1 Session 2 – Afternoon
Advance Invoicing and End of Day procedures:
This session builds on the curriculum from the morning session covers more complex and variable estimating and invoicing. Smart eCat is still in primary use but other catalog integrations are also discussed. This session finishes by walking through a ‘best practices’ End of Day process.

Day 2 Session 3 – Morning
Basics of Configuration:
This session is designed to enhance what was learned on day 1 through working exercises geared toward providing a deeper knowledge of functionality and capability. Learning more about how something works and not just what it does will grow your understanding and appreciation of the vast uses of the R.O. Writer Shop Management System.

Day 2 Session 4 – Afternoon
Other shop basic essentials, includes introductions into Accounts Payable, Inventory, Reporting and Marketing:
This session goes beyond the point of sale module to explore other modules that facilitate everyday tasks. Learn more about managing inventory and how to handle payables and receivables at the front counter. Review vital reports and get a better understanding of how to incorporate basics of the Marketing and Followup module.


Advanced Workshop

Day 1 Session 1 – Morning
Get Smart - Smart Pricing and Smart eCat:
This session delves ‘behind the scenes’ of Smart eCat and Smart Pricing, two of the most powerful tools available in the R. O Writer shop management system. Understand the full capabilities of each of each of these aspects and learn how to apply them in your business. In addition, this session transitions into the afternoon Configuration session by finishing up with a comprehensive look at Smart Jobs.

Day 1 Session 2 – Afternoon
Advanced Inventory and Configuration:
This session starts with a look ‘under the hood’ of the R.O. Writer shop management system. Understand more about what configurable options are available to you and how they will impact your business, both at the front counter and in the back office. The latter half of the afternoon session is devoted to understanding the Inventory module and using it to help efficiencies and productivity.

Day 2 Session 3 – Morning
Communication is Key – Managing Shop workflow and using R. O. Writer as a Hub of Communication:
This session looks at how you can use the various tools available to help manage your shop workflow and use R. O. Writer as a hub of communication. Whether it’s communication between the service writer and the customer, the front counter and the shop, or helping the office staff tie everything together, communication is the key. Various segments of Reporting, Marketing, Scheduler and Configuration come into play in order to keep everything running together.

Day 2 Session 4 – Afternoon
Tools for measuring and increasing profitability (includes advanced Marketing):
This session deals with the most important piece of all, profitability by discussing various tools in both reporting and Marketing that that can be used to measure and improve profitability. In addition, this session will use data from your shop in order to add familiarity to the tools, allow you to assess performance using your actual data and assist in building a roadmap for the future.

Are there recommended Hotels near the Training Locations?

Memphis, TN

Marriott Courtyard
6015 Park Avenue
Memphis, TN 38119
Phone: (901) 761-0330

Juno Beach, FL

Holiday Inn Express
13950 U.S. Highway 1
Juno Beach, FL 33408
Phone: (561) 622-4366

How long is one training day?

One training day consists of two training sessions.
The first is in the morning from 8am to 12pm.
The second is in the afternoon from 1pm to 5pm.
A 1hr lunch break is scheduled from 12pm to 1pm.

How big are the Bootcamps and Conferences?

Bootcamps are limited to 15 participants.
Conferences are limited to 30 participants.

Is there a chance a Bootcamp or Conference may be cancelled or postponed?

A minimum participation per class is required. Classes may be cancelled or postponed if the total number of attendees does not meet the required minimum two weeks before the scheduled start date, therefore it is advised to not make your travel and lodging arrangements until the class and your reservation is confirmed.

Bootcamp minimum: 8 participants
Conference minimum: 15 participants

Are there any discounts available for the advertised Bootcamps and Conferences?

Currently we are offering an Early Bird signup special, giving you a discounted rate, if you book the Bootcamp or Conference 30+ days before the selected training start date.

Do I have to bring anything to the training?

No, but you are welcome to bring a notepad and pen if you want.

When should I go ahead and book my travel and lodging?

It is advised to not make your travel and lodging arrangements until the class and your reservation is confirmed.

Who are the training instructors?

Our training instructors are specialists when it comes to R.O. Writer. They have worked with our software for years, know it inside and out and are sure to be the best advisors in answering your questions about working with R.O. Writer in your shop.

What are your accepted forms of payment?

We currently accept all credit and debit cards and are also able to process payments via ACH Draft.


Please do not make your travel and lodging arrangements until the class and your reservation is confirmed.