BOSS Training
Training Resources for BOSS Users
As an Evergreen company, The Integra Group is committed to making a long-term positive difference in the world. If you’re looking for a trusted software partner that is going to be here to grow with your business, we have cast our vision to accomplish exactly that.
BOSS New User Training
- Sales and Account Management
- Production and Operations
- Purchasing
- Billing
May New User Training registration is closed. Please consider registering for the June 11-13 class.
Training is conducted virtually and typically begins on the SECOND TUESDAY of each 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.
Who Should Attend:
- Super Users
- Owners
- Branch/Territory/General Managers
Tuesday October 22: 12:30-4:00
Wednesday October 23: 8:30-4:00
Thursday October 24: 8:30-11:30
*Times listed are Central Time
BOSS Advanced Training
Been using BOSS for a while? 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 Orders | Month End Checklist | Account Management Mobile | Price Lists |
| Invoicing | Customer Portal | Reforecasting | Flower Module |
| Reporting | Text Messaging | User Defined Fields | |
Advanced Training is delivered on site at The Integra Group office located in Chesterfield, MO.
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.
Snow Training: Returns in 2024
*This is Virtual Training
Summer 2024
Catalog & Job Setup: The first sessions in the BOSS Snow training series focus on best practices for setting up your Snow Services in the Catalog for 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.
Fall 2024
Settings & Event Management: 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: 2024 Schedule will be released in May
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.
