Customer Resources

Advanced Process Consulting

Whether you’ve been with the Spring Point for 6 months or six years, there’s always room to go deeper into the system. Customers that have our staff back onsite for a dedicated, in-depth look at their processes and use of the Spring Point Suite normally find the investment pays for itself in a matter of weeks. 

Looking to buy or sell a business. We can provide valuable insight and help you make the preparations to get the best value out of your next move.

Spring Point Customer Conferences

Customer Conferences are great ways to network with other Spring Point customers, get hands-on training in the latest product developments, hear what’s on the horizon, and have input into future capability. Conferences move around to different areas of the US to make attending one more convenient regardless of your location.

Historically we’ve held conferences on odd years, normally in October. Check back for more information as 2021 unfolds in regard to COVID 19 travel and meeting restrictions. 

KnowledgeBase

MotorBase has an extensive knowledge base with step-by-step procedures for common functions. Press CTRL+H from any screen to access it or click the Help icon (?) from the SPsuite.com site for the online version.

Click the Help icon (?) from the SPsuite.com site to access the Spring Point video training library:

  • MotorBase Training Videos
  • QM Wizard Training Videos
  • CRM Training Videos
  • Spring Point Suite integrated data app Training Videos

Don’t see a topic or video you need? Contact Support@SpringPT.com and send us a request.

Byte Size Online Training

Training sessions tailored to meet your needs. Great for learning advanced functions or training new employees. Our staff will walk you through topics, functions, and screens and address issues specific to your account and company procedures. Looking for a better way to do something? Byte Size Training is a great place to start.

Don’t see what you need? Contact Support@SpringPT.com and send us a request.

Popular Bite Size Training topics include:

  • System Overview & Navigation
  • Customers & Vendors
  • Employees & HR Features
  • Inventory & Warehousing
  • New Sales Process
  • Repairs Process I (Teardown Through Quoting)
  • Repairs Process II (Job Process through Pricing)
  • Invoicing
  • Accounts Receivable
  • Accounts Payable
  • General Ledger and Banking (GL, GJ, End of Periods, Etc.)
  • System Setup I (Setup Checklist)
  • System Setup II (Options)
  • Security
  • System Administration
  • Barcoding Features
  • Scheduling & CRM Features
  • Employee Timekeeping
  • MotorBase Reports
  • Mobile Paperwork

Additional & Advanced Onsite Training

We provide onsite training for any customers looking to up their game and get more out of the Spring Point Suite. Occasionally new customers opt to have our training staff back onsite during the go-live week. While not required for a successful implementation, this can smooth the transition, especially in bigger companies and operations. 

After six months or a year on Spring Point Suite, customers often have us back to help them dive deeper and optimize their use of the system. 

Looking to jump into QM Wizard? We offer a full range of training options and form work assistance. Onsite QM Wizard training is customized to your requirements and goals.

QM Wizard Form Work

QM Wizard has incredible capability to standardize & streamline processes, and it all starts with your work process forms. Whether you adapt the Core Forms we provide with QM Wizard, modify them, adapt your own current forms, or start from scratch, our quality management team can assist in tailoring each task in every procedure giving you the perfect tool to deliver high quality work and professional reports to your customers. 

For companies looking to leverage the full potential of QM Wizard, we recommend a combination of turn-key form work and onsite training so your staff can start using it immediately and then rapidly learn to create and manipulate forms on their own to independently manage and maintain your custom form library.

Need help adapting one of your customer’s unique forms for use in QM Wizard. Contact Support@SpringPT.com. We ready to assist.