ECi E‐automate Training Course Guide

ECi e‐automate Training Course GuideWelcome to e‐automate. We are excited you have selected e‐automate as a software tool to runyour company. There are two main focuses after you have purchased e‐automate, your data andyour employees. The Conversion team will be focusing primarily on your data and the transition ofyour existing data to the e‐automate format. The Training team focuses primarily on yourpersonnel and providing appropriate training and encouraging practice to assure your team isready to use e‐automate when you begin to use e‐automate in a live production environment.During the data conversion and training processes your progress is evaluated. Your go live date isreserved for you as you reasonably progress both with conversion and training. When you stopprogressing you are subject to forfeiting your go live date. During the conversion process yourTraining Mentor typically evaluates your ongoing process, to assure that you are progressing.Typically, there is more than sufficient time to get your personnel prepared if you start early. Ourbest practice recommendation is to set aside 30 minutes per day per e‐automate user to train in anisolated and quiet area. It is also highly recommended to send an appropriate number of users tothe New User Essentials course. Being off site allows complete focus for your key users to betrained.The training offering is broken down into three levels throughout the conversion as follows: Level 1: Foundational concepts necessary for users to begin using e‐automate. Thesecourses, webinars, and videos are also designed to assist users in the necessary knowledgeneeded to conduct the data testing required by the Conversion team. These foundationalconcepts also prepare you to critically evaluate your processes against e‐automatefunctionality so you can effectively transition your operational processes to e‐automate. Level 2: Courses, webinars, and videos that build on Level 1 knowledge and introduceadministration, higher level processes, data spreadsheets, and transitional accounting. Level 3: Webinars and videos on add on products and other features that are not absolutelyrequired to be in place when you go live using e‐automate. While you may choose toprepare your users in these areas, they are optional.Level 1 should be substantially complete prior to moving on to Level 2 and Level 2 should besubstantially complete before your first transaction date (FTD). Level 3 can be completedsimultaneously with Level 2 or any time after your go live date depending on your add on productsand your training needs.Revised: 04/09/2021 2021 ECI Software Solutions, Inc. - All rights reservedConfidential and ProprietaryPage 1

Within each level we have separated the courses out by groups or applicable modules of e‐automate. These groupings help you to train employees for their specific job functions.We offer courses in three ways, classroom, webinar and video. Each course listing will specify themedium with which it is offered. Classroom/Online calendars and agendas – Access the calendar, key word search Calendarin the Customer Resource Center.o To register ‐ email eatrain@ecisolutions.com. Learning Videos – Go to http://servicetechnology.ecisolutions.com and click Training CenterLogin. Use your company assigned training credentials and login. Once you are logged in,click on the Learning Videos link, located under Learning Videos. For access to your trainingcredentials see your e‐automate administrator.Level 1 – Pre‐Go LiveGetting StartedCourseE‐automate HelpE‐automate NavigationConversion Prep ‐ List and Code BasicsConversion Prep – Data AnalysisConversion Prep – Database TestingConversion Prep – What to ExpectE‐admin (Premise)Security Permissions (Cloud and Premise)ClassroomXXOnlineXXVideoXX (4)XXXXXXInventoryCourseItems ‐ Parts & SuppliesItems ‐ Equipment (Metered)Items ‐ Equipment (Non‐Metered)Items – AccessoriesItems – Non‐StockItems – ExpenseItem AvailabilityPhysical InventoryInventory rchasingCourseCreating VendorsCreating and Receiving Purchase OrdersRevised: 04/09/2021ClassroomXX 2021 ECI Software Solutions, Inc. - All rights reservedConfidential and ProprietaryOnlineVideoXXPage 2

SalesCourseCreating Customers ‐ Parent and ChildSupply OrdersEquipment OrdersCredit Memos and Editing Sales neEquipmentCourseCreating EquipmentService ContractsCourseContract Creation and BillingContract and Equipment Level BaseContract Creation and Billing – CPC andContract MinimumContract Creation and Billing ‐ Expire by ClickContract Creation and BillingDeposit and Time Block ContractsContract Creation and Billing ‐ Meter GroupBaseService DispatchCourseNavigating the Dispatch ConsoleLogging Service CallsScheduling, Dispatching and Completing CallsInvoicing Service CallsUsing the Dispatch Console – WebinarXAccountingCourseGeneral Leger EntriesClosing Accounting PeriodsClosing Accounting YearsReopening Accounting PeriodsWebinar Recording – Monthly ClosingAccounts Payable BasicsAccounts Receivable BasicsAccounts Receivable ExtendedRevised: 04/09/2021 2021 ECI Software Solutions, Inc. - All rights reservedConfidential and ProprietaryXXXXVideoX (2)XXXXXXXPage 3

New User EssentialsCourseInventoryInventory and PurchasingSalesContract AdministrationContractsContract ProcessesService DispatchGeneral AccountingAccounts PayableAccounts ReceivableRevised: 04/09/2021ClassroomXXXXXXXXXX 2021 ECI Software Solutions, Inc. - All rights reservedConfidential and ProprietaryOnlineXXXXXXXXXXVideoXXXXXXXXXXPage 4

Level 2 – Pre‐Go LiveGetting roomXXOnlineInventoryCourseWarehouses and Bins (Item and Technician)Inventory TransfersInventory FunctionsInventory Production/RefurbishmentInventory XXXOnlineVideoXXXXPurchasingCourseInventory Logistics ConsoleSalesCourseEquipment ReturnsDrop Ship – Overview and SetupDrop Ship – Sales OrderDrop Ship – Creating and Receiving POsDrop Ship – Fulfilling and E‐agentService ContractsCourseContract Equipment ProrationContract Rate Schedules TemplateCopying or Creating Rate SchedulesRate Schedule DemonstrationRate Schedule e‐viewsXXXService DispatchCourseCreating TechniciansHandling Incomplete CallsService Management ReportingRevised: 04/09/2021ClassroomXX 2021 ECI Software Solutions, Inc. - All rights reservedConfidential and ProprietaryPage 5

AccountingCourseCashbook SeriesCashbook BasicsCashbook ExtendedNET1 Credit Card ProcessingAccounts Payable DetailsDeferred Contract RevenueWebinar Recording – Deferred Contract RevenueRecording PayrollEntering Beginning BalancesBalance Sheet Groups/IntercompanyContract External eXXXXVideoX (11)XXXX (4)XXXX (5)X (2)XAdministrationCourseAccounting AdministrationContract AdministrationInventory & Purchasing AdministrationService AdministrationRevised: 04/09/2021 2021 ECI Software Solutions, Inc. - All rights reservedConfidential and ProprietaryVideoXXXXPage 6

Level 3 – Pre or Post Go Livee‐automateCourseBranchingInventory Stock AutomationEquipment History TrackingFixed Asset BasicsFixed Asset ExtendedOptimization ModelingRMA/RTVsValue Added gentCourseAuto Invoicing (Sales & Service)Document QueuingMeter Request ideoXX(10)X(6)XX (3)Add‐InsCourseContract Import UtilityCloud Spreadsheet UtilitiesPremise Spreadsheet UtilitiesAR Payment UtilityImport Meter UtilityRevised: 04/09/2021 2021 ECI Software Solutions, Inc. - All rights reservedConfidential and ProprietaryPage 7

Free Video Section – Pre or Post Go Live if PurchasedMiscellaneousCourseDigital AnalyticsScanItDigital BarcodeDeskTeche‐infoPO ProcessorAutotask Invoice ImportConnectWise IntegrationQuickDeal Mobile MappingClassroomOnlineXXXXVideoXXXXXXXXXDigital TaskforceCourseDigital Taskforce BasicsTurning an e‐view into a DTF EventDigital Taskforce QueriesDigital Taskforce EventsDTF Event Subscriber & Crystal eoXXXClassroomOnlineXXXXXVideoXXXXXDigital Quote ManagerCourseDigital Quote Manager AdminDigital Quote Manager ClientDigital Quote Manager Bkmrks & TmpltesRemote Tech & Remote Service ManagerCourseMobileTech AppMobileTech Dispatch PortalRemote Service ManagerRemote Tech ‐ AdministrationRemote Tech ‐ TechniciansRevised: 04/09/2021 2021 ECI Software Solutions, Inc. - All rights reservedConfidential and ProprietaryPage 8

Add‐InsCourseBudget UtilitySales Tax UtilityVAT UtilityMaking Tax DigitalAmortizing Leasing – Video seriesContract Amortizing Lease – WebinarShipping Connector (UPS/FedEx)Strategic Business Review XElite Service ReportsCourseElite Service Report – Installation (premise)Elite Service Report – OverviewElite Service Report – Model Category SetupElite Service Report – Financial Trend SetupRevised: 04/09/2021Classroom 2021 ECI Software Solutions, Inc. - All rights reservedConfidential and ProprietaryOnlineVideoXXXXPage 9

Welcome to e‐automate. We are excited you have selected e‐automate as a software tool to run your company. There are two main focuses after you have purchased e‐automate, your data and your employees. The Conversion team will be focusing primarily on your data and the transition of