Training

Strategies Group offers professional training on a regularly scheduled basis at our state-of-the-art training facility in Suwanee, GA, just Northeast of Atlanta, with periodic classes in Birmingham, AL and Nashville, TN. Our Certified Trainers bring both product knowledge and years of field experience to the classroom. Click on any of the links below to jump to a class description and registration.

Pricing & Outlines

• $ 400 per day per attendee
• Group discounts are available for multiple persons from the same company attending class simultaneously. Call for pricing.

Unsure what classes to take ? Click HERE for guidance based on your Job function.

Sage Timberline Office

Accounting Workflow - Fundamentals for new users or experienced users looking for more step by step training on daily setup and basic workflow for GL/Cash Mgmt (day1), Job Cost (day2), AP (day 3), & Payroll (day 4). Classes are scheduled Monday through Thursday.

Accounts Receivable / Contracts Workflow - This is the foundational class for the Revenue applications, and will take you through the operational workflow. Learn how Accounts Receivable can be used with or without the Billing module to manage all customer activity. Learn how to set up and use Contracts and much more..

Billing Setup & Workflow - Taught back to back with the AR class, in this class we will teach you how to create invoices based on costs or set contract prices, use Quick Bill, apply mark-ups, rate tables , add-ons, print invoices and much more..

Desktop Overview - Learn to configure a digital dashboard linking you to all of the information and functionality needed to efficiently handle you and your employee's unique responsibilities in a single location. Review mission critical information and initiate tasks in the software based on your role in the organization. Online Training is scheduled when requested for this 1 hour session.

ODBC Interface - Set up a "live link" that will bring your data into Excel and allow you to "refresh" your spreadsheet from current job files. You will also cover exporting your customer/vendor files into Word for labels, letters, etc.

Project Management - Project Managers can now manage jobs from the start of the bidding process through completion. This class will cover the details of managing; subcontracts, purchase orders, change orders, submittals, transmittals, and RFI's.

Property Management Workflow - Learn to generate recurring charges, enter cash receipts, apply credits, adjust charges / credits, manage leases (creating, activating, changing, transferring, terminating). This class discusses the interaction of the Property Management module with the other accounting modules in Timberline. Property Management usually will replace the Job Cost class in the Accounting Workflow series.

Purchasing & Inventory - This two-day class covers setup and workflow for the purchasing and inventory modules (one day for each module)..

Report Designer Beginner - Covers custom reports, data structure and creating/modifying reports using the Report Designer module..

Report Designer Advanced - Sophisticated custom report design using Sage Timberline Office Report Designer module. Students will create complex reports, incorporating formulas as well as ODBC fundamentals.

Residential Management - All new for Version 9.4 , this is the fundamental course that teaches you how to setup and operate Timberline's Residential Management module.

Service Management Setup & Workflow - This two-day class covers setup and workflow for the Sage Timberline Office Service Management core module

STO Year End - Covers year-end reporting and closing procedures for AP, GL, JC and Payroll. A great way to get some help for year-end, establish year-end procedures and to ensure software efficiencies for your company. Half day class.

Sage Timberline Estimating

Estimating Fundamentals is part 1 of the 2 part Estimating Foundation Series. In this one day course, you'll learn how to create professional estimates that show accurate quantities and the most up-to-date pricing information. This course applies to both Sage Timberline Office and Sage Master Builder end-users who own either the Standard or Extended versions of Sage Estimating. This course is designed for persons who need to learn how to use Sage Estimating to create Estimates and take-off items.

Estimating Database Fundamentals is part 2 of the Estimating Foundation Series. In this one day course, you'll learn how to build, update and maintain your Estimating database. Whether you are building a Database from scratch , or you already own a database but want to enhance it, this course helps you get the most out of your Sage Estimating software. You'll be able to add items, develop exactly the right takeoff formulas, build Smart Assemblies, and control pricing for materials and labor. This course applies to both Sage Timberline Office and Sage Master Builder end-users who own either the Standard or Extended versions of Sage Estimating. This course is designed for persons who need to learn how to use Sage Estimating to create Estimates and take-off items.

Estimating Extended - This one day course covers the advanced features of Extended including Crews, Work Breakdown Structure, Intelligent Assemblies, Select at Takeoff, Item Tables and Formula Tables

Model Estimator - A guide to one of Timberline's latest additions to Estimating. You'll learn how to perform model takeoffs and how to build form-based and conceptual models. For use with Timberline's Model Estimator module.

Sage Master Builder

Accounting - Create Company and Setup Security. Set up the General Ledger and Cost Codes. Set up Jobs, Clients, and Budgets. Set up Vendors and Pay Bills. Manage Cash Disbursements and Cut Checks. Create Job Invoices, Record Deposits, and Manage Receivables. Reconcile Bank Accounts.

Estimating - Basic Takeoff - Yellow Pad Style. Bid Items. Classifying Parts and Assemblies. Creating and Maintaining Parts Database. Using Parts in Takeoff. What is an Assembly, Assemblies in a Takeoff. Formula Concepts. Project Values. Practical Use of Formulas. Importing and Exporting Files. Updating Takeoff Lines. Sales Tax and Markup. Recaps, Phase and Summary Tab. Exporting to Project Management. Procedures for Setting up Estimating and Completing Takeoffs. Importing and Updating Parts.

Equipment Management / Scheduling - Create tasks and task types. Create a basic schedule. Print Gantt Chart. Establish and Set Relationships. Critical Path. Updating and Maintaining Schedule. Assigning Resources. Print Subcontract Notices. Importing and Exporting Schedules. Reporting. Training for Equipment Management will include: Review equipment functionality and determine which portions are applicable to you. Setup equipment. Define Cost Recovery and Enter Cost Recovery Rates. Enter Costs of Ownership and Operation. Estimated Use. Set Billing Rates. Enter Equipment Allocations. Analyze Equipment Reporting. Process Loan Payments. Depreciation.

Form Design & Report Writer - Learn where SMB reports and forms are stored. How Form Design and Report Writer work together. Modify Existing Forms. Create a Form from Scratch. Add to and manipulate "boiler plate" text. Copy text from Word and Excel into your form. Add and format Master Builder data that populates forms. What data is available for your form? Add and format calculated fields. Add and format boxes, lines, and graphics. Training for Report Writer will include: Modifying existing and system reports. Proper naming of reports for easy access. Create a Report from scratch using the Wizard. Add and manipulate Master Builder fields. What data is available for the report? Grouping and subtotaling of number fields. Using calculated fields. Exporting data into Word and Excel.

Payroll - Learn how to create taxes, deductions, add-ons, and benefits. Setup employees. Enter timecards and daily payroll. Process payroll checks. Manage payroll taxes. Reporting - quarterly and year end. Create queries for specific reporting

Project Management - Enter and Print Proposals. Enter Project Budgets. Enter and Print Purchase Orders. Enter and Print Subcontracts. Enter and Print Change Orders. Print Job Cost Reports. Cost to Complete. Project Work Center. Document Control.

SMB Year End - Year-End reporting and closing procedures for Accounts Payable, General Ledger, Job Cost and Payroll. Half day class.

Third Party Productivity Tools

BuilderMT - Learn how to use the award winning Workflow Management Suite in this 4 day boot camp taught by Builder MT staff Consultants. They will take you through Purchasing, Scheduling, Estimating and more. This is a must-do for anyone serious about getting up to speed quickly with Builder MT's Workflow Management System

Crystal Reports - Want to create sophisticated custom reports that can manipulate data any way you want and look good on the printed page? Crystal Reports is the prescribed way to get there. Unfortunately, creating Crystal Reports requires programming. You can pay a Consultant to do it for you or learn to do-it-yourself. This class will get you started and gives you some supervised hands-on time to give you a jump start on becoming self-sufficient.

Event 1 - One of the most exciting 3rd Party products for Timberline in years. Office Connector unlocks access to the wealth of information in your Timberline Accounting database. Finally mere mortals can create dynamic spreadsheets that allow you to perform sophisticated financial analysis of your Timberline data in EXCEL without being a VB programmer or fooling around with ODBC. Learn how in this one day Hands-On course. On-Line classes are also available