Service Software is committed to helping all of our clients learn how to use our line of applications. This allows for our clients or customers to be as efficient as possible. When you have an application that does all that ours does, it is hard to know exactly how to utilize all the features so education is essential to ensure you get the most out of your investment.
We currently offer two types of training classes as well as our JumpStart Program:
This is done via the internet connecting up to your database through our secure connection. We conduct thorough one on one training and allow for questions and answers during the training via telephone. The training is broken down into normally three (3) sessions, with each session approximately 1½ to 2 hours. By the end of the first session we guarantee you’ll be able to create Service Requests/Work Orders so you can immediately start using Punchlist Manager. See sample Training Outline.
What, when, where; call us we’re there!
If you need to train your whole staff – literally – we’ll bring our professional training courses and staff right to your doorstep for a two (2) day on-site training. Whether it’s training on a specific feature or orientation for new staff covering several business disciplines, we’ll do it your way, at your location, on your time.
Contact us today to discuss what works for your organization and to receive pricing for each type of training.
Dawn has been employed in some aspect of Customer Service for the last 17 years. She has been recognized over the years for her abilities, such as:
Dawn was introduced to Service Software, LLC in 2005 while working in the Warranty Department for a local drywall company in her home state, which just shows the flexibility of the Punchlist Manager program. She worked “hands-on” with the Desktop Enterprise version of Punchlist Manager on a daily basis and incorporated its functionalities to work for the needs of the Drywall Industry. Dawn has been part of our Service Software Team since mid-2007 as our Training and Implementation Specialist. Since joining our Service Software, LLC team, Dawn has brought a new, fresh, objective view point to our on-going improvement of all our applications. We look forward to her future suggestions and wonderful customer service experience to aid in our continued growth as a leader in our industry.
Lisa has over 18 years’ experience in the customer service field, 15 of those years were with a large disaster restoration company in the Boston, MA area. Lisa chose Restoration Manager for the disaster restoration company (after searching and attending demo after demo of the other companies) to manage their projects, documents, budgets, etc. Implementation and trainings were provided to the employees by Lisa, from how to use Xactimate to how to track equipment with scanners.
Leena Trinidad is an Implementation and Training Specialist at Service Software LLC whose responsibilities include guiding new clients through the “Sold to Live” process. This process includes managing the set-up of data integrations and the training of the main users.
As a former teacher, Leena brings a backward planning approach-starting with the end results in mind- to each new client. She begins with getting to know the goals of the organization which allows for customizing the set-up and settings. Her Master’s in Business Administration, allows her to incorporate researched based strategies and techniques that focus on using data to make better business decisions.
Leena teaches Punchlist Manager training classes in the Littleton, Colorado office. She designs classes to meet the needs of the beginner and the advanced PLM user. She also conducts client onsite trainings-customizing the program for a specific organization.
Debra, who was employed as the Customer Service Manager for one of the largest builders in south-central Wisconsin originally became affiliated with Service Software in late 1995, when Debra reviewed and purchased the program to assist in the daily warranty service operation. At that time, the functionality was very limited and since we all know that improvements come from the end-users, Debra was influential in suggesting many of the features you see today.
Since joining the Service Software team in 2003 as the Training and Implementation Manager, Debra has been instrumental in supplying valuable ‘hands-on’ input for improvement in the daily functionality of the program. As an on-going improvement process, we encourage our end-users to supply feedback on all our applications and functionality to enhance the workability of the applications.
Debra has found over the years of working with our Punchlist Manager customers that only about 50-75% of the features are being utilized, so as a previous user of Punchlist Manager she knows how valuable training can be.
7991 Shaffer Parkway Suite 300
Littleton, CO 80127