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  1. Function Point
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All Training Videos

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  • 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]
  • Using the Projects Module [Video]
  • Creating Briefs in FP [Video]
  • Using the FP Portal (Clients) [Video]
  • Setting Up & Using the FP Portal [Video]
  • Creating Schedules for Templates & Real Work [Video]
  • Adding Schedules to Existing Jobs & Estimates [Video]
  • Setting up FP Accountant [Video]
  • Integrate with QuickBooks Online [Video]
  • Adding an Expense [Video]
  • Managing Simple Retainers [Video]
  • Managing Robust Retainers [Video]