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Setup
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Revenue
Project Management
Estimating
Builder MT
Document Management
Report Designer
Crystal Reports
PO/IV
Service Management
Property Management
Year End

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  Charlotte, NC
  Raleigh, NC
  Richmond, VA
Columbia, MD

 

CIS Consulting Group provides award-winning instruction on Sage Timberline Office. An important part of your software investment, hands-on classes provide valuable instruction on how to set up and use the software to fit your company's needs. Ultimately, training saves you money and ensures your long-term satisfaction. Never stand for rushed or abbreviated classes-- with abbreviated results. At CIS you get the best!  Classes begin at 8:30 and typically last until 5.

Email Registration     Fax Registration     Workbook Order Form
Or call 704-393-0038 x1142.  

If you would like to make an online payment, please click here.

Accounting - Setup                                                             Price and Outline
For new clients or system administrators new to Timberline. Configure General Ledger, Cash Management, Job Cost, AP and Payroll. No PR module? Attend the first two days only.

July August September October

Charlotte, NC

 7/8-7/10 8/6-8/8 9/3-9/5 
Raleigh, NC      10/1-10/3
Richmond, VA        
Columbia, MD        
Workflow                                                                            Price and Outline

Routine processing including data entry, recurring setup (i.e. vendors, jobs, etc.) and error correction. Attend one day or several.
Day 1: Payroll  Day 2: Accounts Payable  Day 3: Job Cost/Cash Mgment/General Ledger
  July August September October
Charlotte, NC 7/15-7/17 8/12-8/14  10/7-10/9
Raleigh, NC    9/9-9/11
Richmond, VA 7/21-7/23     
Columbia, MD 8/6-8/8   
Accounting - Revenue                                                        Price and Outline
Accounts Receivable, Contracts, Billing. Includes contracts, customers, invoices and error correction.  Day 1: Billing Day 2-Accounts Receivable Day 3-Contracts & Revenue Settings.
  July August September October
Charlotte, NC 7/30-8/1  9/16-9/18 
Raleigh, NC  8/26-8/28 10/22-10/24 
Richmond, VA      
Columbia, MD  7/1-7/3  9/3-9/5
Project Management                                                          Price and Outline
For project managers and administrators using the Project Management module.
Day 1: Submittals, transmittals, RFI's, logs, meeting minutes. Day 2: Change Management, including Estimates, Contracts, Purchase Orders and Subcontracts.
July August September October
Charlotte, NC    8/19-8/20 10/16-10/17 
Raleigh, NC 7/1-7/2  9/17-9/18
Richmond, VA        
Columbia, MD  8/4-8/5  
Estimating                                                                          Price and Outline
From database to spreadsheets, takeoff to reports. Includes Smart Assemblies, Item Tables and more. Attend one, two or three days.  Day 1:  Estimating Fundamentals 
Day 2:  Database Fundamentals  Day 3: Extended.          Please call about Buyout training.
  July August September October
Charlotte, NC 7/21-7/23  9/23-9/25  10/15-10/17
Raleigh, NC      
Richmond, VA    
Columbia, MD        
Builder MT Workflow Management Suite                              Price and Outline  
Overall work process and total system workflow.
July August September October
Charlotte, NC    TBD
Raleigh, NC      
Richmond, VA        
Columbia, MD 8/26-8/28   
Builder MT - Sales Administrator                                   Price and Outline  
Workflow Management Sales Pricing Module & Sales 1440 Administrator components.
July August September October
Charlotte, NC      
Raleigh, NC      
Richmond, VA        
Columbia, MD 7/29   9/25
Builder MT - Sales Representative                                    Price and Outline  
All aspects of sales representatives workflow, from entering customer prospects, building home configurations, to printing finalized sales contracts.
July August September October
Charlotte, NC      
Raleigh, NC      
Richmond, VA        
Columbia, MD   7/30  9/26
Beginning Report Designer                                                Price and Outline
Design reports, inquiries and financial statements. Attend one or both days
Day 1: Report Designer  Day 2: Financial Statement Designer & Inquiry Designer
July August September October
Charlotte, NC    8/21-8/22  
Raleigh, NC     10/28-10/29 
Richmond, VA  7/24-7/25    
Columbia, MD 8/18-8/19   
Advanced Report Designer                                                      Price and Outline
Design reports, inquiries and financial statements. Attend one or both days
Day 1: Report Designer  Day 2: Financial Statement Designer & Inquiry Designer
July August September October
Charlotte, NC        
Raleigh, NC        
Richmond, VA        
Columbia, MD  7/24  9/18
Crystal Reports: Beginning                                                 Price and Outline
Powerful graphic reports with Crystal Reports for Sage Timberline Office 10x.

July August September October
Charlotte, NC 7/1-7/2     
Raleigh, NC       10/14-10/15
Richmond, VA        
Columbia, MD  7/25 9/19 
Crystal Reports: Beyond Basics                                          Price and Outline
For advanced CR users for more in-depth training

 

 July August September October
Charlotte, NC        
Raleigh, NC        
Richmond, VA        
Columbia, MD 8/11   
Purchasing and Inventory                                                  Price and Outline
Configuration plus routine processing, from item setup to PO's and receipts.
July August September October
Charlotte, NC  8/29  10/30
Raleigh, NC 7/8     
Richmond, VA        
Columbia, MD  7/10-7/11 9/22-9/23 
Service Management Workflow and Setup                       Price and Outline
Software setup and daily processing including DBoards and work orders.
Day 1: Workflow   Day 2: Setup
July August September October
Charlotte, NC 7/15-7/16    10/30-10/31 
Raleigh, NC   8/20-8/21   
Richmond, VA        
Columbia, MD  7/9  9/8
Property Management Workflow                                       Price and Outline
Day to day processing for Real Estate / Property Management, including lease admin, creating charges and error correction. Please call for assistance with Residential Management classes.
July August September October
Charlotte, NC  8/15  10/10
Raleigh, NC  7/18  9/12
Richmond, VA        
Columbia, MD  8/4-8/5  
Equipment Cost                                                                     Price and Outline
Equipment interfaces, data entry processes, detailed steps for setting up EQ Module
July August September October
Charlotte, NC        
Raleigh, NC        
Richmond, VA        
Columbia, MD  8/1  
Year End                                                                            Price and Outline
1099's and W-2's, closing the year, archiving data for efficiency.
     
Charlotte, NC      
Raleigh, NC      
Richmond, VA        
Columbia, MD      

 
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Bobbitt Design Build
 
The Way You Want It
"CIS Consulting Group’s experience speaks for itself.
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Fred Smith Company
 
 
 
   
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