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 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 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 Text Messaging
Default Scheduling Online Payments Mass Edit Tickets eSignature
Time and Material Entry Sales Dashboard Service Notifications Work Order Automation
Purchase Order’s Month End Checklist Account Management Mobile Chemical Mixtures
Invoicing Customer Portal Reforecasts Price Lists
Reporting SiteFotos Flower Module
Online Payments Text Messaging User Defined Fields

Who Should Attend:

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

**July 19-21 2022 Session will be held IN-PERSON in St. Louis, MO.**

Tuesday July 19: 12:30-4:00

Wednesday July 20: 8:30-4:00

Thursday July 21: 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 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.

Can’t make the July Advanced Training? No problem! We will be hosting another Advanced Training November 15-17, 2022.

Get started with Advanced Training

Snow Training: Catalog and Job Setup

*This will be a Virtual Training

The first sessions in the BOSS Snow training series, focus on best practices for setting up your Snow Services in the Catalog, Bidding, including how to set a price per bag/ton, etc. and determining the correct bill type (Seasonal, per inch/per push/per event, T&M).  Information in these sessions is geared towards those responsible for the service catalog and snow sales, though anyone in your organization is welcome to attend.

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

Dates offered:  June 28, July 12, and August 2, 2022 

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