Viewpoint Construction Software Training -

Custom Viewpoint Training

Cassell Consulting offers Viewpoint Construction Software Training and Consulting tailored to your company’s needs. Whether you are new to Viewpoint Vista or an existing user with previous experience, we can develop a training and consulting package that fits your needs. Viewpoint Vista is a robust software. Let Cassell Consulting help you make it work better for your workflow. As a certified Viewpoint Business Partner, we have helped more than 40 companies become more efficient with Viewpoint.

We match our experts with your pain points and can help with all modules of Viewpoint including: General Ledger, Payroll, Service Management and more.

Sample 3-day Viewpoint Vista Training Itinerary

Day One
General Navigation
Job Setup
Contract Setup
Estimate Import
Subcontract Setup and Compliance
PO Creation and Approval
Job Cost Report Review
Contract Report Review
Review

Day Two
Day one review
AP Payments
Subcontract Payments and Approvals
Subcontractor Report Review
Estimate Change Order Import
Subcontract Change Order
Job Cost Report Review with change orders
Contract Report Review with change orders
Subcontractor Report Review with change orders
Cost and Revenue Projections

Day Three
Day one and two review
Progress Billing
T&M Billing
Billing Report Review
Revenue vs cost reports
Q&A

Our Process

Initial Discovery

In-depth review of your business processes and how you use Viewpoint. During this stage we will interview several members of the team. We will discuss pain points, the current state, and the future state we would like to get to. From this information an overall report of recommendations is generated.

Procedures Documentation

Module by module we develop written workflow procedures that capture the true process. Unique to your business, these workflows will guide the team members through tasks and responsibilities.

Interactive Training

Hands-on virtual or on-site Viewpoint training where we practice the procedures developed and ensure everyone on the team is comfortable and equipped the skills to perform their role.