BOSS New User Training

  • Sales and Account Management
  • Production and Operations
  • Purchasing
  • Billing

New User Training is generally held once a month at our St. Louis office. Unless indicated here, training will be held virtually.

Training typically begins on the SECOND TUESDAY of each month with times being:

Tuesday 12:30-4:00

Wednesday 8:30-4:00

Thursday 8:30-11:30

*All times are in Central Time

Note: Once you are registered for training, any changes to the schedule will be clearly communicated to the training attendees. Space is limited and will be filled on a first-come, first-served basis.

Get started with New User Training

Advanced Training

Been on BOSS for a while? Ready to take off the training wheels? Consider attending BOSS in-depth training. 

Topics Include:

BOSS Overview Administration Production Advanced Features
CRM, Contracts Service Catalog Construction Work Order Routing
Production Dashboard Email Templates Job Templates eSignature
Default Scheduling Online Payments Mass Edit Tickets Work Order Automation
Time and Material Entry Sales Dashboard Service Notifications Chemical Mixtures
Purchase Order’s Month End Checklist Account Management Mobile Price Lists
Invoicing Customer Portal Reforecasts Flower Module
Reporting Text Messaging User Defined Fields

Who Should Attend:

  • Super Users
  • Owners
  • Branch/Territory/General Managers

**Next class is January 17  – 19 2023 Session will be held IN-PERSON in St. Louis, MO.**

Tuesday January 17: 12:30-4:00

Wednesday January 18: 8:30-4:00

Thursday January 19: 8:30-11:30

*All times are in Central Time

Because of the advanced nature of this training, we highly suggest that you have been live on the system for at least 6 months. You must have completed New User Training sessions, as well as completed BOSS Basics training videos.

Note: Once you are registered for training, any changes to the schedule will be clearly communicated to the training attendees. Space is limited and will be filled on a first-come, first-served basis.

Get started with Advanced Training

Snow Training: Snow Settings & Event Management

*This is Virtual Training

This training continues where Catalog and Job Setup training ended. Participants will learn how to configure snow settings and manage a snow event in BOSS.

This is a one-day training session from 8:30-4:30 Central Time.  The training is the same on each date. All instruction and exercises will be performed in our BOSS U site.

Dates offered:  Classes resume in 2023! Have a great Snow Season.

For more information on the specific agenda, please reach out to: BOSSLMTraining@bosslm.com

Note: Once you are signed up for training, any changes to the schedule will be clearly communicated to the training attendees. All training session spaces are limited and will be filled on a first-come, first-served basis.

Get started with Snow Training