BOSS Training
BOSS New User Training
- Sales and Account Management
- Production and Operations
- Purchasing
- Billing
In 2023 New User Training will be conducted most months virtually except for in-person classes at our St. Louis office quarterly.
NOTE: In-person classes are scheduled for March, June, September, and December.
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
*Times listed are 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 | Reforecasting | Flower Module |
| Reporting | Text Messaging | User Defined Fields | |
Who Should Attend:
- Super Users
- Owners
- Branch/Territory/General Managers
**Next class is July 18 – 20, 2023 and conducted in person in St. Louis, MO.**
Tuesday July 18: 12:30-4:00
Wednesday July 19: 8:30-4:00
Thursday July 20: 8:30-11:30
*Times listed are 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 Summer 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.