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

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

This training will be conducted in person in St. Charles, MO.

Tuesday October 22: 8:30am-4:30pm

Wednesday October 23: 8:30am-4:30pm

*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

2024 Advanced Training will be conducted on site in St. Charles, MO. Once registered detailed site & travel information will be included with your confirmation email.

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.

Snow Training

*This is Virtual Training

These are one-day training sessions from 8:30-4:30 Central Time. All instruction and exercises will be performed in our BOSS U training site. Only register for one date for each session. Class is limited to one student per client.

Catalog & Job Setup

Returning in Spring 2025

The first session in the BOSS Snow training series focuses 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.

Settings & Event Management

Dates: October 30 OR November 13

The second session 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.

Catalog & Job Setup: Returning in Spring 2025

Settings & Event Management: October 30, 2024 or November 13, 2024

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.