All Training Videos

• Basic Navigation [Video]
• How to Login to FP [Video]
• How to Add Notes to a Client Account [Video]
• Review of the FP CRM System [Video]
• Sales Pipeline Management [Video]
• Creating an Estimate & Adding a Job [Video]

See all 17 articles

Accounting

• Simply Accounting - Export Invoices and Expenses from FP
• Setting Up Your Chart of Accounts
• Xero - Export Invoices from FP

Alerts

• System Alerts

Briefs and Portal

• Creating Brief Templates
• Notifying Clients of their FP Portal Login
• Common Practices for Using the FP Portal
• Set up Your Contacts as Portal Users
• File & Note Visibility to Clients in the Portal
• Directions to Help Your Clients Use the FP Portal

Companies and Contacts

• Adding Companies and Contacts
• Creating Custom Fields for Your Companies & Contacts
• Use Zapier to Share Companies & Contacts Data into your FP System & Out to Other Programs

Calendar and Dashboard

• Customizing Your Dashboard
• Business Intelligence Visuals for your Dashboard
• The FP Calendar & Filter Building
• Connecting an Individual Job to iCal

Estimates and Jobs

• Creating an Estimate and Job
• Copy an Estimate
• Estimate Statuses
• Creating Estimates based on Staff or Role
• Revenue Schedule
• Revisions & Historical Estimates

See all 17 articles

Expenses

• Internal Expenses
• Using an Internal Expense for Discounts and Fees
• Filling Out External Expenses
• Using Insertion Orders
• Using Purchase Orders in FP
• Printing POs and RFQs

See all 10 articles

Email

• Use the Global Email Address with Gmail Auto Bcc Functionality
• Connect Your Company, Contact & Job Related Emails into the Notes Area(s) of Your FP System
• Bulk Emailing with FP

QuickBooks Desktop Integration

• QuickBooks Desktop Setup Scenarios
• Part One - Ensuring the Configuration in Both Systems is Correct
• Part Two - Installing FP Accountant
• Part Three - Final Configuration
• Syncing with QuickBooks: Using FP Accountant [Video]
• Syncing an Invoice to QuickBooks with FP Accountant

See all 10 articles

QuickBooks Online Integration

• Set-up, Mapping & Syncing with QuickBooks Online
• How To Re-Connect to QuickBooks Online

Invoices

• Invoice Approval Routine Scenario
• Creating Multi-Job Single Invoices
• Add an Invoice to an Existing Batch
• Creating a Batch of Invoices
• Invoicing to a Different Company
• Creating Deposit Invoices

See all 12 articles

Files

• Adding a File

Mobile App

• iPhone & Apple Watch Timetracking App
• Android Timetracking App

Managing your FP Staff Users

• Managing Your Subscription
• Adding Staff
• Making an FP User Inactive
• Setting Staff to Appear as AE in Drop Down Menus

Notes

• Adding Notes
• Pinned Notes
• Creating Note & Email Templates
• Bulk Emailing with FP

Permissions

• Manage Permissions/ Permission Sets

Printouts

• Add a Brand Template
• Add a Printout - The Basics

Projects

• Adding Projects
• Project Financials
• Finding & Reporting on Project Health
• Making a Project Level Estimate

Rates

• Setting up Service Rates
• Setting up Staff Rates
• Setting up Role Rates
• Adding Rate Categories
• Setting Individual Staff Costs & Creating a Cost Rate Card
• Applying an Updated Rate to Open Jobs

See all 8 articles

Reporting

• Task Milestones and the FP Production Report
• Recommended Reports by Agency Role
• Find Routines
• Profit Analysis Report
• Exporting Data from Function Point

Schedules and Tasks

• Creating a Schedule from the Estimate or Job
• Create an Estimate & Job from a Schedule
• Bulk Editing your Schedule
• The Gantt View - Using & Sharing
• Creating & Using Schedule Templates
• What are Tasks?

See all 15 articles

Admin

• Branding Your System
• Office Separation
• Multiple Offices
• Currency Options in FP
• Project Estimate Terms
• Office Preferences

See all 11 articles

Tax and Tax Groups

• Setting up Taxes

Timesheets

• Tracking Overtime
• Tracking Time: Duration vs. Start/ Stop Method
• Tracking Time for Business Development
• Tracking Time to a Job
• Posting, Moving or Editing Timesheets
• Tracking Time to a Task

See all 8 articles