BOSS Training
BOSS New User Training
October New User Training registration is closed. The class if full. Please register for November’s class.
- Sales and Account Management
- Production and Operations
- Purchasing
- Billing
Training is conducted virtually and typically begins on the SECOND TUESDAY of each month. Note: November’s class will be the first Tuesday of the month.
Class Time:
Tuesday 12:30pm -4:00pm CT
Wednesday 8:30am – 4:00pm CT
Thursday 8:30am – 11:30am CT
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
**Our next class is November 14 – 16, 2023 and conducted in person in St. Louis, MO.**
Tuesday November 14: 12:30-4:00
Wednesday November 15: 8:30-4:00
Thursday November 16: 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: Settings & Event Management
*This is Virtual Training
The second sessions in the BOSS Snow training series continues where Catalog and Job Setup training ended. Participants will learn how to configure snow settings and manage a snow event in BOSS. Information in these sessions is geared towards Snow Supervisors and Managers, 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 date. All instruction and exercises will be performed in our BOSS U site.
Dates offered: October 11th OR October 25th (both classes are on Wednesdays)
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.