Before using your Production account, ensure your users are comfortable with Aimsio by having them complete a series of training tasks in your Sandbox environment first.
Aimsio Performance accounts should consider the following Sandbox training tasks:
Have admin users add a Billable Item and create a unique Price Book.
Have admin users add a new Company or Contact.
Simulate a pre-existing Job by creating that Job in Aimsio.
Have your project managers create a WBS Schedule for any Job to enable your Job Performance report.
Review our Form Fundamentals guide.
Have each web user complete and submit a form (Timesheet or Ticket).
Have users approve and receive a Purchase Order.
Send a form through our Client Portal to a staff member simulating one of your customers.
Have field teams complete and submit a form using our iOS or Android app.
Have your supervisors edit a submitted form and change its Review Status.
Have your billing team convert Timesheet hours to a Ticket.
Have your AR team create an invoice.
Have your payroll administrators extract Timecards and close a pay period.
Stretch Goals
Users looking to build on their knowledge of Aimsio can consider additional tasks while learning the platform:
Leverage Aimsio Tasks to assign training and testing homework for users to complete.
Create a T&M Estimate and convert it to a Price Book.
Learn how to Delete and Restore an item.
Have users create a Master Ticket.
Create an Invoice PDF Template.
Create an Invoice for a Lump Sum Job.
Create a WBS Template.
Create a Resource Template and dispatch the group to a Job.
Have your safety officers create and acknowledge a Compliance certification.
Have dispatchers schedule compliant Crew and Equipment to a Job.