Chart of Accounts
Customers & Vendors

FORMS

DOCUMENT MANAGEMENT

GO LIVE ON PREMIER

LEARN TO MANAGE YOUR BUSINESS WITH PREMIER

Construction Business Management Software You Can Trust

About the Training Process

Premier provides a 6-week training track. The first meeting is known as the Business Process Mapping meeting where we introduce you to our team and learn about your requirements and goals. Together we build a test company so your team can work through key processes and run reports with familiar data. We start off by uploading your chart of accounts, customers, vendors and a sample job estimate.

The main training plan is broken down into Accounting and Project Management tracks that walk you through common processes and valuable reports. These are online group sessions scheduled on Tuesday and Thursday approx. 45-minutes in length.  At the end of each week, our trainers provide private 1:1 consults to test your team, answer any questions and share best practices. This is a proven model that will turn your team into Premier experts.

At Go Live, your team will start using the software with live, real data. We will copy your test company into a live company. Our trainers will meet with your administrator to ensure you understand the process.

ADMIN SESSIONS

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Easy to follow. Practical Examples. Live Webinar.

Private Consultation. Customize to your needs.

Manage. Analyze. 
Forecast.

UPLOADS

Customize Forms
Subs, POs, Checks, etc.

Customize Folders
Upload Any Documents

PROJECT SESSIONS

ACCOUNTING SESSIONS

PROJECT MANAGEMENT- GET STARTED

JOBS & ESTIMATES

ACCOUNTING - GET STARTED

• Introduction
• Navigation
• Top Accounting Reports

• Terminology
• Add Jobs, Alerts & Defaults
• Upload Estimate & Documents

• Introduction
• Navigation
• Job Dashboard

GROUP TRAINING SESSIONS

ACCOUNTS PAYABLE PROCESS

• AP Invoicing
• AP Payment
• Top AP reports

AUTOMATE COMMITMENTS

• Job Budget Control
• Post and Email Subs & POs
• Compliance Tracking
• Job Dashboard
  

AP PAYMENT & CREDIT CARDS

• Types of Payment
• AP Payment Processing
• Generate Check Run
• Common Questions
  

AP ELECTRONIC APPROVAL

• Workflow Configuration
• Invoice Entry & Scanning
• Routing & Approval Process
• Approval Status Reports

PROJECT MANAGEMENT METRICS

• Key Performance Indicators
• Accounting Impact
• Payroll Impact
• Job Dashboard Review

AP HOLDBACK / RETAINAGE

• Default & Track Holdback
• Release Holdback
• Key Reports

SUB PAY APPLICATIONS

• Streamline Sub Pay App Process
• Auto Generate AP Invoice & Routing
• Collaborate Real-Time with Subs
• Accept, Modify, Reject % Complete

TIME ENTRY

• Payroll Set up
• Time Entry Process
• Calculate Fringes
• Impact on Job Costing

PROGRESS BILLING

• Customize Billing Applications
• Enter in % Complete
• Change Order Impact
• AR Invoice Process

CHANGE ORDER PROCESS

• Generate RFIs
• Internal Change Orders
• Budget Transfers
• Customer Change Orders
• Sub Change Orders

• Eliminate AP Data Entry & Scanning
• Sub Pay App Process
• Approval Status Tracking
• Approval Overrides

SUB PAY APPS

COST PLUS / TIME & MATERIAL BILLING

• Set up & Processing
• Set Mark Up Codes & Mgmt Fees
• Customize Customer Reports
• Merge AP Invoice Back up

• Customer Billing Process
• AR Invoice Generation
• Reverse AR Invoice & Billings
• Cash Receipts & Reports

ACCOUNTS RECEIVABLE PROCESSING

TOP PROJECT MANAGEMENT REPORTS

• Understand Why We Built the Reports
• Deep Dive into Calculations
• Key Questions PMs should be asking
  
  

• Cash Receipt Process
• Withhold & Release Retainage
• Top AR Reports & Job Dashboard

AR CASH RECEIPTS AND RETAINAGE

CONSTRUCTION DOCUMENTS

• Submittal Tracking
• Daily Job Logs
• Meeting Minutes
• Punch/ Deficiency Lists

• Process Overview
• Reconciliation
• Key Reports
• Common Questions

BANK & PAYROLL RECONCILIATION

PROJECT MANAGEMENT Q&A

• Top 5 Questions
• Open Q&A
• Best Practices Shared

• 5 Must Have Reports & Way
• Monthly Review
• Common Questions

TOP FINANCIAL REPORTS

JOB FORECASTING

• Calculate Job Final Profit Accurately
• Monthly Review Process
• Anticipated Cost Worksheet
• Transfer Budgets Easily

• Top 5 Questions
• Open Q&A
• Best Practices Shared
• Tips & Tricks

TOP ACCOUNTING Q&A

PRIVATE 1:1 CONSULTS

ADMIN 1:1

PROJECT MANAGEMENT 1:1

ACCOUNTING 1:1

GO LIVE 1:1

ADMIN

JOB & ESTIMATE

1

COMMITMENTS

3

2

BILLINGS

4

CHANGE ORDERS

5

6

PM REPORTS / Q&A

7

ACCOUNTS PAYABLE

PAYROLL 

8

AP PAYMENTS & HOLDBACK

9

10

TIME ENTRY & SUB PAY APP

AR & RECONCILIATION

11

GO LIVE

12

• Data Uploads
• Electronic Workflow
• Document Folders

• Review - Job Structure, Defaults & Warnings
• Test - Add Job & Upload Estimate

• Review - Compliances & forms
• Test - Auto Generate Subs/POs

• Review - Billing Process & Forms
• Test - Billing Process in Depth

• Review - Process & Forms
• Test - ICO, PCO, CO, Sub CO

• Review - Top 5 Reports
• Test - Job Dashboard & Impact

• Review - AP Process
• Test - Enter & Post AP Invoice in Depth

• Review - Payroll Set up
• Test - Employee Time & Process

• Review - Payment & Holdback Process & Forms
• Test - Quick Pay & Payment Run > Checks

• Review - Time Entry & Sub Pay App Set up
• Test - Payroll & Sub Pay App Process

• Review - AP Process & Bank Set up
• Test - Bank & Payroll Reconciliation

• Process to Copy Test to Live Company
• Discuss Opening Balances
• Review O/S items
• Go Live Checklist
• Audit Test Company