DockMaster Training: Get Back To Basics In Time For Spring
Get your staff ready for spring
It’s hard to imagine, but spring is finally around the corner as we push through the latter stages of winter. With the season of rejuvenation almost here, it’s a good time to refresh on some basics before the new boating season gets here.
DockMaster’s slate of training classes for March will be packed with the basics of marina management and service, as well as inventory management.
The 2020 season was thrown for a loop as the COVID-19 pandemic hit North America, but the 2020 season proved to be a massive success. The season saw a rise in first time boat buyers and an increase in general boating activity. Much of the same is expected for 2021 as prospective customers itch to take up an outdoor activity that is conducive to physical distancing. As a result, marinas and marine businesses are expected to be busy most of the year.
To ensure your staff is fully prepared for 2021, here are the classes being offered by our professional service trainers for March.
Basic Service (Wednesday, March 3, 2:00 PM)
Our Basic Service class in early March covers the basic fundamentals of Service Management. DockMaster users with limited experience in this module will be taken through every key feature of the module. Topics will include:
• Review of the Customer and Boat Files
• Understanding Work Order and Operation Code Types
• Creating Templates
• Creating Estimates (Quotes)
• Creating Work Orders (includes creating Work Orders from Templates and Estimates)
• Entering Charges on Work Orders
• Basic billing functions
• Service Printing
• Viewing Service history.
As users will know, DockMaster’s Service Management module manages estimates and converts them into work orders with just a few steps. Put your team in a position to succeed by bringing them up to speed with a product expert.
Basic Parts Inventory (Thursday, March 4, 2:00 PM)
Parts clerks, purchasing staff and inventory managers will have all the basic aspects and general maintenance of the parts inventory module. The class will cover the following topics:
• General File Maintenance
• Inventory Inquiries and History
• Using barcode scanners in inventory
• Inventory adjustments
• Inventory pricing
Registration is still available.
Point of Sale (Tuesday, March 9, 10:00 AM)
Our Point of Sale Training for Clerks & Administrators will take you through the entire POS process from log in to end of day procedures to set up.
DockMaster’s POS integration provides the option of using a touch screen (or not). The class will cover all POS functions, including 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. Anyone handling point of sales will gain a tremendous amount of value in attending this class.
Basic Marina Management (Tuesday, March 9, 2:00 PM)
This class covers the basics of the billing and storage, wait list functions and visual marina program. This class is the easiest way to master all ther basics of the marina management module. The agenda is as follows:
• Billing & Storage Topics 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
Register for our next Basic Marina Management class here.
Sales Contract Closing & Accounting (Thursday, March 11, 2:00 PM)
Our Sales Contract Closing and Accounting class will go through the advanced techniques of maintaining and closing contracts as well as accounting for Boat Sales and Post contract activities.
• Open WO on ready to close contracts
• Accruals for open WO on closed contract
• General Accounting hierarchy for contracts
• Calculating Sales Commissions
• Recording the balance Payoff
• Release of Floor plan
• Swapping serialized units on closed contracts.
Daily, Weekly, Monthly, Yearly Accounting & Balancing (Thursday, March 11, 10:00 AM)
Finally, our early March slate of training classes will conclude with accounting and balancing class, for daily, weekly, monthly and annual processes. Your class instructor will also cover advanced topics of balancing your general ledger and troubleshooting out of balance issues. Managers, accountants and controllers will be taken through:
• Posting daily cash
• Month end reporting
• Month end closing
• Year end closing
• Posting DM modules to GL
• Balancing Accounts to General Ledger
• Basic Month End Balancing Techniques
• Troubleshooting out of balances
DockMaster also offers one-on-one online training and consulting, as well as on-site training and consulting. To view our full training class schedule and more details on all training options, see all details here.
If for whatever reason you are unable to attend these upcoming training classes, they will be offered again throughout the year. Be sure to check our training schedule.
***REMINDER: DockMaster training classes are open to current DockMaster clients ONLY.***
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 firstname.lastname@example.org