Fohlio Live Training Sessions

This session is ideal for those who want to boost efficiency and accuracy in working with suppliers, from initial RFQs to final reconciliations. You’ll leave with tools to simplify collaboration and optimize financial tracking within Fohlio.

• Project Sharing with Suppliers: Learn how to securely share project details directly with suppliers for better alignment.
• Request for Quote (RFQ): Understand how to send and manage RFQs within Fohlio for seamless pricing and supplier comparison.
• Purchase Order (PO) Management: Explore PO templates, sending, tracking, and efficient management of supplier orders.
• Supplier Invoices and Financial Reconciliation: Get tips on managing invoices and ensuring smooth financial reconciliation.
• Order Tracking: Stay on top of your orders with built-in tracking capabilities to monitor every stage.
• Library Pricing Management: See how to use Fohlio’s library tools to maintain accurate, up-to-date pricing across projects.

This webinar is designed to equip you with the practical skills needed for better financial management and cost control. You'll leave with actionable insights and tools that help you streamline budgeting, improve forecasting, and ensure your projects stay within budget with greater ease and accuracy.

• Budget: Discover how to leverage Fohlio's budgeting features, including the Budget Analysis tool, to gain better control over project finances.
• Estimate Creation: Learn how Fohlio enables quick and accurate project estimates, helping you forecast costs effectively from the start.
• Cost Reconciliations: Understand how to reconcile project costs efficiently, ensuring alignment between budgeted and actual expenses for greater financial transparency.

This session is designed specifically for SMBs looking to enhance their client management process. You'll gain valuable insights and tools to streamline client interactions, improve transparency, and ensure projects stay on track from proposal to final invoice.

• Proposal Creation: Learn how to create professional, detailed proposals that align with client expectations and set clear project goals.
• Client Approvals: Discover tools for gathering and tracking client approvals to ensure smooth project progress and reduce delays.
• Invoice Management: Explore how to generate, send, and track invoices efficiently within Fohlio, ensuring timely payments and accurate financial records.
• Communication & Collaboration: See how Fohlio enhances client collaboration with centralized communication and document sharing for better project alignment.

This training is a perfect opportunity to explore new platform features and ensure your team’s workflows are more efficient and productive than ever. You’ll leave with actionable strategies for immediate application, making your project management faster, more organized, and aligned with industry best practices.

• Specify Smarter: Learn to use our Smart Specification and Preferred Product Library to streamline your processes.
• Effortlessly Manage Product Categories: Optimize your product categories and attributes for better organization.
• Build a Scalable Library: See best practices for building and using a Preferred Product Library that grows with you.
• Establish Brand Standards: Utilize libraries, blocks, and prototype projects to reinforce your unique standards.
• Use Web Clipper for Rapid Specification: Discover how to specify quickly and accurately with our web clipper tool.

Don’t miss this chance to enhance your skills! 

This training is designed to give you practical skills for a more streamlined and transparent project workflow. You’ll walk away with tips and tools for effective collaboration and project oversight, making it easier to keep everyone on the same page and moving forward.

• Efficient Workflow Creation: Discover how to design a standard workflow that ensures project consistency across teams and stakeholders.
• User Role and Team Management: Learn how to assign roles and manage permissions to keep projects secure and organized.
• Customized Dashboards and Phases: Use filters and grouping to create tailored dashboards that highlight the information you need most.
• Seamless Collaboration with Commenting and Sharing: See how to communicate efficiently with clients, contractors, facility managers, and more.
• Controlled Dashboard Sharing: Share dashboards selectively with key external users to keep everyone aligned without oversharing.
• History Log Tracking: Understand how to use history logs to track project changes and maintain accountability.