| BTHelp for BTSales | © BuildTopia 2008 |
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The BTLearningCenter offers full-service learning and development solutions to meet the training needs of BuildTopia customers and employees. Contact us to discuss your needs and select a solution that will meet your learning and training goals. We also offer custom training - online at the convenience of your computer or on-site at the convenience of your work location.
Scroll down this screen or select the link to explore courses for the listed content area.
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Administrator Workshops |
BuildTopia Releases |
BTMobile |
indicates On Demand courses are available for this functional
area
BTService Setup |
BTService |
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Description: Provides an orientation to the BTService setup. Training Medium: On-Demand Audience: Warranty/Service administrators, managers, and field representatives
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Description: Provides an orientation to the BTService workflow and concepts, as well as a detailed review of end-user data. Training Medium: On-Demand Audience: Warranty/Service administrators, managers, and field representatives
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Document Management On-Demand Classes |
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Description: Provides an orientation to the document management, workflow and concepts, as well as a detailed review of end-user tasks. Training Medium: On-Demand Audience: All BT users
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Scheduling & Project Management I |
Scheduling & Project Management II |
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Description: Explores the tasks involved managing company-level construction schedule templates: create/copy/import schedules, establish option lock-out dates, define company calendar. Training Medium: On Demand Audience: Construction
The new CPM Scheduling Videos are in the process of being posted. We'll notify all of our users when they are ready.
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Description: Explores the tasks involved in updating construction schedules: view/update schedules, manage resources. Training Medium: On Demand Audience: Construction, Subcontractors/Vendors, Production Management
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Scheduling & Project Management III |
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Description: Explores the tasks involved in responding to sales requests/alerts: construction start dates, COs, & settlement dates, as well as SPEC-to-PA alerts. Training Medium: On Demand Audience: Production Management, Construction, Subcontractors/Vendors
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Sales I (Revised 11.21.8) |
Sales II (Revised 11.21.8) |
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Description: Explores the tasks involved in documenting leads and prospect information: capture leads, register prospects, input survey data, capture financial/loan information, capture broker/mortgage company information. Training Medium: On Demand Audience: Sales Reps, Sales Managers
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Description: Explores the tasks involved in managing campaigns: storyboard campaigns, create campaigns, create blast campaigns, track follow-up statistics. Training Medium: On Demand Audience: Sales Reps, Sales Managers
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Sales III |
Sales IV |
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Description: Explores the tasks involved in processing sales workups and contracts: create/modify/print/view workups, print estimates, create (soft) lot holds, submit/approve contracts, including incentives, differentials, deposits and contingencies; also request construction start date and finalize contracts. Training Medium: On Demand Audience: Sales Reps, Sales Managers
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Description: Explores the tasks involved in processing option selections, either at the time of workup/contract or following contract as change orders. Training Medium: On Demand Audience: Sales Reps, Sales Managers
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Sales V |
Sales VI |
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Description: Explores the tasks involved in creating and managing SPECs: create/submit/approve SPEC workups and convert SPECs to sales. Length: 60 minutes, see schedule for dates and times Training Medium: Online Audience: Sales Reps, Sales Managers
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Description: Explores the tasks involved in managing post-contract (i.e., buyer) tasks: setup/administer Homebuyer Homepage, manage settlements, and buyer documents. Length: 90 minutes, see schedule for dates and times Training Medium: Online Audience: Sales Reps, Sales Managers
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NSO Quick Start |
NSO Process |
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Description: Provides an orientation to NSO concepts (e.g., central module, views, search, checkpoints, archive, documents), as well as a review of NSO roles/permissions, messaging, and forms/reports. Training Medium: On Demand Audience: Any user involved in or managing the NSO process.
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Description: Provides a start-to-finish detailed review of end-user tasks using the system-default workflow, as well as discussion of configurable workflow settings. We suggest taking these courses in the order listed and for a detailed review of the estimating process take the NSO III courses. View the NSO workflow to get a big picture view of the NSO workflow. Training Medium: On Demand Audience: Any user involved in or managing the NSO process.
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NSO Estimates |
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Description: Provides detailed review of end-user tasks involved in creating estimates and obtaining quotes from trade partners. Training Medium: On Demand Audience: Any user involved in or managing the NSO estimating process.
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Reporting |
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Description: Demonstrates the user's ability to manage and run standard system reports (Standard Reports) as well as create and manage reports customized to an individual department's or company's specific needs (On Demand Reports). Includes a section on Requesting Custom Reports, as well as role and permission setup and sampling some 'Reports on Reports' to assist in getting the most out of BuildTopia Reporting. Training Medium: On-Demand Audience: All BT users Setup and Standard Reports
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BTBuilder Administrator Workshop |
BTSales Administrator Workshop |
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Description: Interactive, hands-on workshop that creates and uses user data within a training environment, simulating the implementation and end-user experiences. Includes setting up company-wide data (e.g. trades, cost codes, trade partners, options and schedules) and project-specific data (e.g. plans, lots, and function-specific data, permissions, and documents). This workshop uses workflow-based scenarios to demonstrate the day-to-day use of the BuildTopia application in areas of (1) bidding & contracting, (2) sales, (3) scheduling and purchasing. Length: 4 days, Tuesday 9am through Friday 5pm Training Medium: Onsite at customers office or, as desired, BuildTopia office Audience: Builder representatives assigned to set up and maintain the Data Library, as well as those assigned responsibilities in setting up new projects; also user representatives assigned as the "BuildTopia Administrator" role, serving as the "go to" person for staff who have questions regarding the BuildTopia application Enrollment: This course is only available as custom training. Please contact us to request a proposal! Request a Custom Training Proposal |
Description: Interactive, hands-on workshop that creates user data within a training environment, simulating the implementation experience. Includes setting up company-wide data (e.g. trades, options and schedules) and project-specific data. This workshop also uses workflow-based scenarios to demonstrate the day-to-day use of the BuildTopia application in the areas of (1) sales and (2) option-lockout scheduling. Length: 2 days Training Medium: Onsite at customers office or, as desired, BuildTopia office Audience: Builder representatives assigned to set up and maintain the Data Library, as well as those assigned responsibilities in setting up new projects; also user representatives assigned as the "BuildTopia Administrator" role, serving as the "go to" person for staff who have questions regarding the BuildTopia application Enrollment:This course is only available as custom training. Please contact us to request a proposal! Request a Custom Training Proposal |
BTService Administrator Workshop |
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Description: Includes setting up company-wide data and project-specific data. This workshop also uses workflow-based scenarios to demonstrate the day-to-day use of the BuildTopia application in the areas of (1) service requests and items and (2) service orders. Length: 1 day Training Medium: Onsite at customers office or, as desired, BuildTopia office Audience: Builder representatives assigned to set up and maintain the BTService setup tasks; also user representatives assigned as the "BuildTopia Administrator" role, serving as the "go to" person for staff who have questions regarding the BuildTopia application Enrollment:This course is only available as custom training. Please contact us to request a proposal! Request a Custom Training Proposal |
New Release General Sessions |
Specific Sessions |
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Description: The primary focus of BuildTopia Release 5.9... Length: see posted times; session length varies from 60-90 minutes Training Medium: Online Audience: All BuildTopia users Enrollment: No need to enroll. Just follow posted instructions for joining the online Sessions Completed |
Description: As appropriate, sessions may be offered that address specific content areas that require more detailed preview or review. These specific sessions are in addition to the general release sessions. Preview sessions are held in advance of the release, while review sessions are held post-release. These sessions supplement the Release Notes available within the BTHelpSystem. Length: see posted times; session length varies from 60-90 minutes Training Medium: Online Audience: All BuildTopia users Enrollment: No need to enroll. Just follow posted instructions for joining the online None Currently Scheduled |
BTMobile |
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Description: Explores the tasks involved in setting up BTMobile permissions and roles and end-user functionality such as using the search engine, messaging, WO/POs, scheduling and accessing project, lot and trade partner information. Length: 60 minutes, see schedule for dates and times Training Medium: Online, Onsite at customers office or, as desired, BuildTopia office Audience: Production Management, Construction Enrollment: This course is available as custom training. Please contact us to request a proposal! Request a Custom Training Proposal |
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Contact Customer Support: 1-800-411-2020 Option 4 or support@buildtopia.com |
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BTService Setup - Warranty Service Team