Exact JobBOSS Customer Portal

Webinars


On-Demand Webinars – Watch Any Time!

 

Streamline Vendor Payment With ACH Utility

Instead of printing checks and taking the time to put them in envelopes and mail them, pay your vendors electronically with the ACH Utility application!

Check out this on-demand webinar to learn how the ACH Utility can streamline vendor payment in your shop. Benefits include:

  • Vendor notification: User-customizable email notifies vendor of payment, including a list of the invoices paid with each check
  • Combine invoices: Quickly combine numerous invoices into one efficient payment
  • Easy lookup: Effortlessly look up, export to Excel, and view ACH payment records
  • And much more!
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    Join the new “Elite” JobBOSS training program

    JobBOSS is excited to show you our new Elite training program. Whether you want to come see us at a regional training event or meet us online for a live, hands-on course, the Elite plan has you covered!

    Provide your employees access to all online and classroom courses for an entire year and more. Topics include scheduling, material management, job costing, accounting, report writing, CRM, workflow and much more! Just think what your team could accomplish if given the access to training geared to make them more efficient in their roles and beyond.

    Join us for a live webinar as Rachel Hansen, JobBOSS Director of Professional Services introduces this one-of-a-kind Elite Learning Pass training plan from JobBOSS that you can’t afford to miss out on.

     

    More Than Your Average Payroll Solution

    JobBOSS now fully integrates with CenterPoint Payroll, offering you more features, more flexibility, and more than your average payroll solution. CenterPoint Payroll from Red Wing Software is a proven, highly customizable payroll solution. It seamlessly integrates your time, attendance and payroll information to JobBOSS General Ledger, and it also offers an impressive line-up of smart features.

     

    JobBOSS Custom: Shop Floor Planner

    Use the Shop Floor Planner from your tablet or phone and easily manage your work center loads! With a few thumb swipes, change the work center to define your true capacity. Made to run on tablets, PCs and phones, allows for leads to manage their work center loads, and for management and schedulers to be aware of their activities in real-time.

     

    Easily Recost Your Job Templates!

    Learn how to keep your job templates in sync with current work center/employee rates and material costs and prices! After you update your material costs and prices, have you updated your job templates? Have you flipped your costing model between work center and employee rates? If so, the Job Template Recost Utility can help you to quickly sync your costs.

     

    Using JobBOSS to its fullest potential? XL Machine reduced processes and increased automation – learn how you can too!

    Learn how an on-site Business Process Assessment (BPA) can take your shop to the next level! A BPA is designed to help you streamline and refine every process in your business – from scheduling, to accounting, to every day shop floor activity.

     

    JobBOSS Custom: Shop Floor Dashboard

    Learn about ways to display important information to the back of the shop with Shop Floor Dashboard. Continuously update your shop staff about information specific to their work area:

    • What's late
    • What's on-time
    • Routing operation
    • What's urgent
    • What’s coming next
    • When your whole shop is informed, they are able to react and be agile. Save your foreman time!
     

    Material Cost and Price Manager

    Keep your material costs and prices updated with our Material Cost and Price Manager utility!

    Save time and money by changing multiple material records in a matter of seconds, and eliminate the tedious task of manually updating material costs one by one. For shops that have a lot of materials or see continuous cost fluctuation, this utility will allow for quick and accurate changes in material costs in a matter of minutes instead of hours, eliminating individual calculations and reducing the risk of data entry errors.

    Features:

    • Update job template price
    • Spreadsheet export and import to update costs and prices (spreadsheets do not create or delete records)
    • User interface to update and delete material costs and prices
    • Creates an audit trail of updates – tracks machine, date and windows username of who made the update
    • Material Historical Cost report informs you of when the cost or price last changed, and who made the update
     

    JobBOSS Custom: Shop Floor Planner

    Use the Shop Floor Planner from your tablet or phone and easily manage your work center loads! With a few thumb swipes, change the work center to define your true capacity. Made to run on tablets, PCs and phones, allows for leads to manage their work center loads, and for management and schedulers to be aware of their activities in real-time.

     

    More Than Your Average Payroll Solution

    JobBOSS now fully integrates with CenterPoint Payroll, offering you more features, more flexibility, and more than your average payroll solution.

    Join us for a complimentary webinar that will show you:

    • How to manage the life cycle of your quality events
    • How JobBOSS Quality by uniPoint offers a seamless integration with your valuable JobBOSS data
    • An overview of the tools you need to manage compliance with ISO 9001, ISO 13485, AS9100, TS19649, and FDA 21 CFR Part 11 and Part 820
    • How to automate all aspects of ISO 9001:2015 including Risk Assessment and Continual Improvement
     

    Automate Your Attendance Records

    Generate attendance records quickly and accurately with Automated Attendance. Users can create log-in and log-out entries for double-time, overtime, Holidays and PTO labor hours from the interface. The administrator can quickly create records for multiple dates and/or employees at one time, as well as add or remove employees.

    Features

    • Automatically schedule attendance records
    • Set up standard holidays for all employees with a batch process
    • Define the type of attendance record: log-in, log-out, overtime and double overtime
    • Add and remove employees
     

    Simplify Your Payroll Data Exports and Imports

    If you use a third-party payroll provider, exporting and importing payroll data can be a long and tedious process. Tune into this webinar to learn more about our Attendance Export and Journal Entry Import utilities, two JobBOSS custom applications that help you streamline this process and avoid data entry errors. Journal Entry Import allows you to create Journal Entries in JobBOSS by importing from a spreadsheet directly from your payroll provider, while Attendance Export allows you to upload your data into your payroll provider's database.

     

    Physical Inventory Utility

    Do you know what’s in your inventory? View this webinar to learn how to efficiently clean up your inventory processes and costs.

    Counting physical inventory is a burdensome process. A physical inventory may be mandated by financial accounting rules or tax regulations in order to place an accurate value on the inventory, or the business may need to count inventory so component parts and raw materials can be restocked. The Physical Inventory Utility is designed to minimize the disruption caused by this process.

     

    Year-End Payroll with Q&A

    Join JobBOSS for a complimentary webinar that will assist you with your year-end payroll and W2/T4s!

    The course will include in-depth discussion on the following topics:

    • How to process your final year end payroll
    • Preparing for W2/T4's
    • Frequently asked questions
     

    Easypay Integration for Canadian Businesses

    Tune in and learn how to save time with JobBOSS Easypay Integration!

    Manually entering payroll information (especially when entering holiday and vacation records) takes hours and increases the risk of data entry errors and missed payroll deadlines. Streamline this process by integrating JobBOSS data directly into Easypay’s file format AND import the Journal entry.

     

    Learning Pass: Remain Adaptive, Successful, and Knowledgeable

    Attend this webinar to hear Rachel Hansen, JobBOSS Director of Professional Services explain how the JobBOSS Learning Pass (our unlimited, interactive training plan) is an opportunity for you to invest in your employees' ongoing training and overall job satisfaction – which ultimately has a positive, direct impact on your bottom line.

     

    Customer Success Story: Integrating Quality with ERP

    Learn how JobBOSS Quality by uniPoint will save you money, and give you total visibility into your quality costs and processes! Listen to our chat with Pam Streiff, Quality Manager at Unity Precision Manufacturing as she discusses the ways she uses JobBOSS Quality by uniPoint in her shop.

    Dean Antonakes, President & CEO of uniPoint and Lisa O’Flaherty, JobBOSS Solutions Engineer lead the discussion and drill into the ways JobBOSS Quality by uniPoint helps Pam's shop reduce wasted money, time, and labor. Research shows that the costs of poor quality can range from 15 to 40 percent of business costs – what kind of real numbers would that mean for you?

     

    More than your Average Payroll Solution

    Meet the new CenterPoint® Payroll! More features, more flexibility, and more than your average payroll solution.

    CenterPoint Payroll from Red Wing Software is a proven payroll solution with rich features, flexibility and customization. It seamlessly integrates your time, attendance and payroll information to JobBOSS General Ledger, and it also offers an impressive line-up of smart features.

    This live, one hour webinar demonstration will give you an introduction to the new payroll solution offering! You will learn how to get started in CenterPoint and learn the many benefits of the software.

     

    Data Collection at your Fingertips

    Eliminate manual data entry and ensure accurate job costs; improve and simplify time collection and material transactions, and reduce data entry errors with JobBOSS Data Collection Software.

    Attend this webinar to see how JobBOSS Labor/Data Collection gives you visibility into current activity on your shop floor to know exactly which job each employee is working on and can precisely monitor labor hours. By knowing which employees are most efficient on various types of work, you can evaluate employee performance and manage profitability.

     

    How to Drive JobBOSS Automation and Business Alerts with KnowledgeSync Event Manager

    Listen to our panel of experts as they join forces to show you how KnowledgeSync Event Manager can help make your organization more data driven, and answer your most burning questions...

    • Will my system notify me when I have purchase orders past due?
    • How will I be alerted if my supplier raises their prices by 30%?
    • When will I be alerted if my materials are below the reorder point?
     

    Reduce Data Entry Duplication with CAD BOM

    Reduce costly data-entry duplication in under an hour. What are you waiting for? CAD BOM Import gives insight into how the JobBOSS system can streamline your shop's operations and improve productivity. See how you can capture necessary data from a single or multi-level BOM structure!

    In this webinar you will learn how to:

    • Turnaround jobs & quotes faster
    • Optimize labor resources
    • Reduce errors by eliminating unnecessary data re-entry
    • Easily update material records for accurate materials master
     

    Get ShopBOSS to Schedule your Shop in Minutes

    Take your scheduling from reactive to proactive in under an hour. Join us for an in-depth webinar that dives into advanced shop scheduling. Learn how to gain visibility and increase efficiency using effective planning and scheduling software.

    In this webinar you will see how to:

    • Choose from finite or infinate scheduling to manage capacity questions
    • Make job decisions by machine, employee, or date and time
    • Minimize employee overtime
    • Review the impact of late outside service operations on the schedule and see how specific jobs will be impacted
    • Create what-if scenarios to ensure capacity before committing to due dates

    *Note: Not intended for current ShopBOSS users.

     

    JobBOSS Tips and Tricks

    JobBOSS Tips and Tricks 2

    Learn how to save some time in your day with our favorite JobBOSS Tips and Tricks, featuring the top 20! Don't wait!

     

    JobBOSS Custom: Shop Floor Planner

    Use the Shop Floor Planner from your tablet or phone and easily manage your work center loads! With a few thumb swipes, change the work center to define your true capacity. Made to run on tablets, PCs and phones, allows for leads to manage their work center loads, and for management and schedulers to be aware of their activities in real-time.

     

    Vendor Owned Inventory Utility

    Vendor Owned Inventory (VOI) providers face some very unique challenges in managing their inventory. The nature of VOI is that “change of ownership” is unrelated to the shipment/receipt processes. This is contrary to the basic design of most inventory/accounting system’s transactional processes.

    The tool you use has to be able to integrate buyer information, especially inventory levels, in real time and apply all of the agreed-upon business rules to this information.

    If you answer yes to any of these questions, we have the right solution for you:

    • Is it difficult to track and ship VOI?
    • Do you manually match up sales orders and invoicing to VOI inventory?
    • Does manual work produce errors in inventory reconciliation?
    • Would you like to spend more time on production tasks?
    • Is data integrity important to your business?
     

    Shop Floor Dashboard

    Keep the back of your shop as informed as the front!

    Learn about ways to display important information to the back of the shop.

    Continuously update your shop staff about information specific to their work area:

    • What's late
    • What's on-time
    • Routing operation
    • What's urgent
    • What's coming next

    When your whole shop is informed, they are able to react and be agile.

     

    Firm Zone: Update your Shop Schedule Fast and Efficiently

    With the FIRM ZONE UTILITY you can Increase Visibility & Flexibility of your Scheduling to improve On-Time Deliveries:

    • View, sort, & update your shop schedule fast and efficiently
    • Color orientated spreadsheet for late jobs and buffer days
    • Lock down full jobs easily
    • Sort by the schedule by jobs, dates, parts, and customers
     

    Backflush Job Materials Automatically

    Backflush leads to up-to-date on hand quantity, accurate job costing and employees spend time on value-add operations.

    Join us for this complimentary webinar to learn how to:

    • Expedite and automate the process of picking material to jobs
    • Increase job costing accuracy for materials
    • Provide real-time on hand material visibility resulting in less material
    • Experience immediate return on investment after implementing Backflush by providing your employees time to spend on value-add tasks while gaining the benefits of job costing and material on-hand quantity accuracy.
     

    Material Requirements Planning with Sales Orders – Use MRP Add On

    Webinar: Sales Order Material Requirements Planning

    ACCURATELY FORECAST YOUR INVENTORY AND PREVENT PART BUILDUP OR MISSED DEADLINES DUE TO NOT HAVING THE CORRECT ITEMS ON HAND.

    What's the ROI?

    MRP streamlines an otherwise very manual & tedious process. Without the MRP Add-On shops typically go through the following steps daily.

    • Print out the entire Material Planning Report
    • Walkthrough to determine the amount of jobs that need to be created
    • Calculate and determine which parts and how many of that part needs to be made along with due dates
    • Create jobs
    • Join us for our complimentary webinar to learn more about the MRP Add-On!

    Testimonial

    "The MRP Add On gives good heads up to material needs and works great; lot's faster than paper. We use the MRP Add On weekly and sometimes daily."

    - Randy Roe, Production Tube Cutting

     

    ACH Utility

    Save Time and Money when you Pay Electronically

    Save your shop the cost of postage, ink and paper by conveniently sending your payments electronically.

    Join us for this webinar to see the unique conveniences ACH Utility provides, like:

    • Vendor notification: Email notifies vendor of payment and personalize the email via the interface
    • Combining invoices: Combine numerous invoices into one payment
    • Eliminating duplicate payments: ACH utility removes payments from the print queue
    • Protection: The ACH utility is password protected
    • No "double entry": Create the payment and create the ACH all in just a few easy steps and MORE!
     

    Prevent Check Fraud with Positive Pay

    Prevent Check Fraud with Positive Pay

    Are you ready to shield your shop from fraud?

    Fraudulent checks are a growing issue for businesses – are you protected? Don't fret, JobBOSS has a solution that can save you from expensive fraudulent attacks.

    Join us for this complimentary webinar to learn how Positive Pay will:

    • Give you the peace of mind that each payment is safe and accurate
    • Be easy to install and easy to maintain
    • Allow your bank to notify you of any checks that do not match your Positive Pay file
     

    Business Process Assessment

    Business Process Assessment

    How effectively are you using JobBOSS?

    Your shop, along with your JobBOSS software, have many moving parts and functionalities. How can you measure whether the two are working together in the most efficient and productive manner?

    Join us for this complimentary webinar to learn how a BPA will:

    • Improve your efficiency today and manage change for tomorrow
    • Manage and capitalize on expansion, diversification, reorganizations and strategic changes to your business
    • Minimize the loss of knowledge that happens when key people move on to a new position or expansion or reduction in workforce occurs
    • Becoming lean and efficient with processes, come out stronger from economic downturns with increasing efficiency and profitability.

    “The JobBOSS BPA we had implemented helped reduce our data entry steps quite a bit, thus helping increase our business by 20% without adding any overhead costs.”

    - Kevin Beach, R&D Specialty Manco