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 Lite accounts should consider the following Sandbox training tasks:
Have admin users add a Billable Item and create a Price Book.
Have admin users add a new Company or Contact.
Simulate a pre-existing Job by creating that Job in Aimsio.
Review our Form Fundamentals guide.
Review our Adaptive Reports guide.
Have each web user complete and submit a Ticket.
Have field teams complete and submit a Ticket using our iOS or Android app.
Have your supervisors edit a submitted Ticket and change its Review Status.
Send a Ticket through our Client Portal to a staff member simulating one of your customers.
Have your AR team add Sales Tax to a Job and create an invoice.
Stretch Goals
Users looking to build on their knowledge of Aimsio can complete additional tasks:
Use Aimsio Tasks to assign training and testing homework for users to complete.
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.
Learn how to Import and Export the data in your account.