As we head into the last quarter of a unique 2020 calendar year, the boating industry is set to wind down a season unlike any other. Boat sales experienced a huge surge and the importance of proper inventory management has never been greater. DockMaster’s pro services team is here year-round to ensure our customers are well prepared for any challenges faced throughout the year. Even as winter looms on us and boats begin to get stored, there are a lot of important tasks ahead in the coming months, as well as proper planning for the 2021 season.
Let’s recap what DockMaster has in store for its lineup of training classes for the month of October.
Basic Marina Management (Tue, Oct. 6 at 10:00 AM)
October training kicks off on Tuesday, October 6 with our basic marina management review class. Whether you’re new to DockMaster’s marina management system or just looking for a refresher, this class is for you. Topics will include:
• New Customer – New Boat
• Boat placement
• Creating Storage proposals
• Creating Storage Invoices
• Creating Security Deposit
• Using inquiries / reports
• Processing cash receipts
• All About Wait Lists
• VisualMarina topics include:
• Using the VisualMarina map
• Visual reporting
• Boat location information
You can book your spot here.
Service Billing & Accounting (Wed, Oct. 7 at 2:00 PM)
Our Service Billing & Accounting class will cover the complete work order billing process along with giving you a better understanding of the impacted accounting process. The class will cover everything from parts pulls accounting & tracking. labor & sublet accounting, WIP monthly reporting and much more.
Book your spot here.
Basic Parts Inventory (Thu, Oct. 8 at 10:00 AM)
Our Basic Parts inventory module is crucial to ensuring seamless management. Our class next Thursday will cover the basic aspects and general maintenance functions of our Parts Inventory module.
• General File Maintenance
• Inventory Inquiries and History
• Using barcode scanners in inventory
• Inventory adjustments
• Inventory pricing
To reserve your spot, click here.
This month will cover the parts inventory module in great detail. On top of the basics, we’ll also be offering classes for intermediate and physical year end inventory topics, taking place on October 21 and 27th respectively.
Basic Service (Tue, Oct. 13 at 10:00 AM)
Our Basic Service class covers the basic fundamentals of Service Management. Going through all the module’s basics, this class is intended for users with limited experience with DockMaster’s Service Management module.
Book your spot here.
Point of Sale (Wed, Oct. 14 at 2:00 PM)
DockMaster will be offering our point of sale class on October 14 which will cover all POS functions. This class will take you through the entire point of sale process from log in to end of day procedures to set up. Along the way you will learn how to do a simple sale, add comments to a ticket, apply discounts, suspend a ticket, receive monies on account, create a special order, refunds, printing, reporting, end of day procedures, set up of quick sell buttons, configuration of POS and more.
Prospect Management & Administration (Thu, Oct. 15 at 10:00 AM)
DockMaster’s Prospect Management & Administration class will take sales managers, personnel and administrators through the DockMaster Prospects CRM set up and processes.
Year End Accounting (Thu. Oct 22 at 10:00 AM)
Heading into the last quarter of 2020, this is the perfect time to master your year-end accounting skills in DockMaster. Our Year End Accounting class on October 22 will cover adjustment entries, year end closing, moving balances, best practices for record keeping and year end closing and much more.
Report Generator (Thu, Oct. 29 at 2:00 PM)
We’ll wrap up the month of October with our Report Generator class, which will show attendees how to use the system report generator to create custom reports and save them on your own menus.
For more information on any of our training courses or any other assistance you may need, simply reach out to your DockMaster account rep.
DockMaster Software is an industry leading management system for marinas, boatyards, and boat dealerships. DockMaster includes Unit Sales, Prospecting and F&I with fully integrated financial management and numerous integrations with CRM applications, dealer websites and text/messaging services. The Service module includes estimating, labor tracking, and complete parts management with ordering/receiving, subcontractor fulfillment and invoicing. DockMaster Mobile allows technicians to clock on/off jobs from any mobile device. Visual Marina™ management includes storage & billing, occupancy tracking, reservations and dry stack management, including integrations to leading consumer applications for boat rentals, online reservations, concierge/launch scheduling and our new Fuel Integration with FuelCloud. DockMaster also includes Point of Sale, Order Entry with eCommerce and a complete accounting system. Learn more at www.DockMaster.com and follow DockMaster on Twitter, Instagram, Facebook, and LinkedIn. Or email email@example.com