FleetPerform Training Series Calendar
| What is FleetPerform? | May 14, 2024 | 2:00PM EST | ||
| How to Navigate FleetPerform | May 21, 2024 | 11:00AM EST | or | 2:00PM EST |
| Service Tips for FleetPerform | May 28, 2024 | 11:00AM EST | or | 2:00PM EST |
| FleetPerform Estimate Process | June 4, 2024 | 11:00AM EST | or | 2:00PM EST |
| FleetPerform Account & Payment Processing |
June 11, 2024 | 11:00AM EST | or | 2:00PM EST |
Session 1
What is FleetPerform?
Tuesday, May 14, 2024
This session of the FleetPerform Training Series will focus on what is FleetPerform and discuss the purpose and overall goal of the upcoming training sessions. This session will touch on the high-level benefits of FleetPerform for you, the Dealer, and discuss ‘not to exceed pricing’. This series will consist of 30 minutes of training and then up to 30 minutes of Q&A to follow.
What this training will cover:
- Goal of the overall training series
- Benefits of being on FleetPerform
- What is not to exceed pricing
Who is this best suited for:
- Anyone who works with or in FleetPerform
Session 2
How to Navigate FleetPerform
Tuesday, May 21, 2024
What this training will cover:
- Dashboard – Sorting features and how to use it
- Start and completion of a Parts Only Estimate
- G-part
- Not to exceed part pricing
- How to determine FleetPerform pricing
Who is this best suited for:
- Anyone who works with or in FleetPerform
Session 3
Service Tips for FleetPerform
Tuesday, May 28, 2024
What this training will cover:
- SRT Coding Tips & Tricks
- How to add time to an estimate
- Overview on how to start and complete a Service-only estimate
- How to utilize and find pre-made templates for estimates
- How to create your own templates
Who is this best suited for:
- Service Managers
Session 4
FleetPerform Estimate Process
Tuesday, June 4, 2024
What this training will cover:
- Working session on completing a full Parts & Service estimate
- How to invoice an estimate
Who is this best suited for:
- Parts & Service Managers
Session 5
FleetPerform Accounting & Payment Processing
Tuesday, June 11, 2024
What this training will cover:
- Dashboard review
- Processing credits
- Transaction details report
- Statement & invoicing features
- Reporting tools
Who is this best suited for:
- Parts & Service Managers
- Accounting