Service Quotation

Lesson Plan - July 26, 2023

By the end of the Service Quotation lesson, the client and targeted users will be able to perform all operations linked to generating and accepting service quotations in maestro*.

 

Unit SERVQUOT01 - Preliminary Analysis

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

The goal of this session is to clarify the needs, requirements, and context to using service quotations in order to plan the settings that will be necessary in maestro*.

PREREQUISITES

  • Project Management
  • Security Management
  • Service Calls
  • Contact Management
  • Client Management

OPTIONAL PREREQUISITE

  • Mobile
  • Analysis
  • Discuss the current and future process of service quotations (strengths and weaknesses);
  • Make decisions

HOMEWORK

  • Reflect on the discussions.

15 min.

Pilot

Unit SERVQUOT02 - Necessary Settings to Managing Service Quotations

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this training session, the client and designated users will be able to define and set up the necessary parameters to creating and managing service quotations in maestro*.

  • Security Management
  • Contact Management
  • Configuration - Quotations
  • Define Quotation Types
  • Mailing Configurations
  • Contract Management
  • Customer Management
  • Review previous concepts and validate tasks completed as homework.
  • Explane and complete the windows in maestro*, linked to service quotations, according to the client's needs and the software's requirements, to automate data entry.

HOMEWORK

  • Finalize data entry.

0.5h
  • Training document SERVQUOT02

Pilot and/ou super users

Unit SERVQUOT03 - Service Quotations 101 - Mobile

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this training session, the client and designated users will be able to understand the processes inherent to service quotations in maestro* and/or maestro*MOBILE and perform the necessary operations to create and manage these quotations.

  • Update settings according to the needs and decisions made.
  • Service Quotations
  • Print Service Quotations
  • Review previous concepts and validate tasks completed as homework;
  • User training according to the process established at the time of the analysis;
  • Complete the different service quotation tabs.

HOMEWORK

  • Practice entering transactions.

1h
  • Mobile lesson plan
  • Integrated Tests
  • Training document SERVQUOT03

Pilot and/or super users

Unit SERVQUOT04 - Operational Service Quotations Training

Optional Session - Training of the client's employees with the implementation specialist

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

Byu the end of this training session, the client and designated users will be able to understand the processes inherent to service quotations with maestro* and/or maestro*MOBILE and perform the necessary operations to create and manage these quotations.

  • Update settings according to the needs and decisions made.
  • Service Quotations
  • Print Service Quotations
  • Review previous concepts and validate tasks completed as homework;
  • User training according to the process established at the time of the analysis;
  • Complete the different service quotation tabs.

HOMEWORK

  • Practice entering transactions.

1h
  • Mobile lesson plan
  • Integrated Tests
  • Training document SERVQUOT03

PPilot

Super user and/or users

Unit SERVQUOT05 - Analysis and Inquiry

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this traning session, the client and identified users will be able to use the maestro* functionalities related to service quotations.

  • Inquiry and analysis of the Service Quotation tabs.

 
  • Review previous concepts and validate tasks completed a homework;
  • View the different Service Quotation tabs.

HOMEWORK

  • Validate data entered in maestro*.

30 min.

Pilot

Super user and/or users

Unit SERVQUOT06 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson the client will be able to use the standard maestro* forms defined to meet their needs.

  • Quotation form:
    • Customer Form
    • Internal Use Form
  • Review previous concepts and validate tasks completed as homework;
  • Adjust maestro* standard service quotation forms.

HOMEWORK

  • Validate the accuracy of the forms

To be Determined

Pilot

Unit SERVQUOT07 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.
  • Data entry process in service quotations.
  • Review previous concepts and validate tasks completed as homework;
  • Test Assistance;
  • Validate transactions;
  • Review configurations, if needed;
  • Review processes, if needed.

HOMEWORK

  • Complete Integrated Tests.

30 min.

Pilot

Users

 

UnitSERVQUOT08 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this session, the client will have shown they possess the necessary skills and knowledge to performing and managing service quotations in maestro*.

  • Validate learnings;
  • Review the security settings applied to the module.
  • Prepare the next training lessons:
  • N/A

15 min.

Aquired competencies Form.

Pilot