Course Catalog
We want our clients to be successful in their business and our software is a key component to that success. PropertyBoss offers a variety of training courses to meet our clients’ needs. These courses are grouped to help ensure you schedule the appropriate course for your needs and skill level.
Based on our experience, we have learned new clients need a minimum of 6 hours of training in order to successfully implement the software. The courses marked with an asterisk* denotes the suggested minimum courses for Implementation. Please make note that some courses have prerequisites.
PB 100 Series
PB101: Understanding the PropertyBoss Structure
1 Training Hour
This course gives you a tour of the basic areas of PropertyBoss and shows you how Properties, Units, Leases, and Tenants are associated.
Contact your Implementation Specialist to schedule this session.
PB102: Setting Up PropertyBoss *
1 Training Hour, Prerequisite: PB101
This course is designed to assist clients with creating their users and setting up system-wide preferences.
PB103: Getting Started with PropertyBoss *
1 Training Hour, Prerequisite: PB102
This course is designed to enable you to enter all your properties and units, create owners (as necessary), tenants, and leases, and finalize your “Go-Live” date.
PB104: Defining & Understanding Transactions
1 Training Hour, Prerequisite: PB103
This course will review the different transaction types and how to define them. It will also give you an understanding of the transaction flow within PropertyBoss.
PB105: Transactions – Practical Application *
1 Training Hour, Prerequisite: PB104
This course will show you how to enter transactions in PropertyBoss and the practical application of transactions as it applies to your business.
PB106: Managing Your Leases *
1 Training Hour, Prerequisite: PB103
This course will show you how to properly execute Move-Ins and Move-Outs, Transfers, and Renewals. It will also review Lease Statements and how to make properties inactive.
PB 300 Series
PB301: Reports
1 Training hour
This course will cover the following report topics: Merlins, Advanced Merlins, Tax Reports, Report Grouping and Security
PB302: Letters
1 Training hour
This course will guide you through letter templates, using merge fields, and printing/emailing letters.
PB303: Reports and Letters – Custom
1 Training hour, Prerequisites: PB301 and PB302
This course will show you how to create interactive navigators and industry reports. It will also review the top recommended reports for the client’s industry and which reports are best used together.
PB304: Work Orders and Work Processes
1 Training hour
This course will show you how to create and manage work orders and custom work processes.
PB305: Best Practices
1 Training hour, Prerequisite: minimum 6 hours of completed training, *additional cost
This course is customized to your business and will walk you through your industry’s best practices.
PB 200 Series (Financials)
* At least one of the General Ledger/QuickBooks courses should be included in New Client Implementation.
GL201: PropertyBoss General Ledger
1 Training Hour, Prerequisite: PB104 and PB105
This course will demonstrate how transactions flow into your General Ledger(s), editing and organizing your Chart of Accounts, paying bills and printing checks, as well as customizing settings within the General Ledger.
GL202: PropertyBoss General Ledger – Advanced
1 Training Hour
This course is designed to answer the client’s specific General Ledger questions, typically after implementation has been completed. This course can also be used to assist the client with troubleshooting a reconciliation issue.
QB201: QuickBooks/PropertyBoss Setup
1 Training Hour
This course will show you to setup QuickBooks in PropertyBoss, how to create and map the accounting files, and provide an understanding of how QuickBooks interfaces with PropertyBoss.
QB202: QuickBooks/PropertyBoss Integration
1 Training Hour, Prerequisite: QB201
This course will focus on using QuickBooks with PropertyBoss, queuing up transactions to be sent to QuickBooks, the required actions within QuickBooks, and running reports.
QB203: QuickBooks – Custom
1 Training Hour
This course is designed to utilize our trainer’s expertise to assist the client with reconciling PropertyBoss to QuickBooks.
FIN201: Starting Balances *
1 Training Hour, Prerequisite: PB General Ledger or QuickBooks/PropertyBoss Setup
This course will show you how to enter starting balances and security deposits and how to reconcile bank balances to reports in PropertyBoss. If the client used a previous accounting system, the instructor will walk you through how to enter the beginning bank balances.
PB 400 Series
PB401: Portals
1 Training hour, Prerequisite: PB103 & PB105
This course walks you through how to utilize and manage your portals.
PB402: Inspections
1 Training hour
This course will review the core concepts and features related to Inspections. You will also learn how to create inspections templates, how to manage inspections, and how to utilize the PBInspector app.
PB403: Refresher
1 Training hour
This course is designed to assist a client who has found themselves in a situation where they need to learn what’s different and new between an older version of PropertyBoss and the current version.
PB404: Custom Module Review
1 Training hour per module
This course will walk you through one of our Modules. During registration, you will identify the module and then a Trainer will contact you to develop the custom agenda.
PB405: Prospect and Screening
1 Training hour
This course will walk you through setting up the Prospect and Screening modules. You should have screening and prospects turned on for this training.