March Monthly Tips from Training and Support
Hey Managers, did you know that you can upload a logo to be featured on our Home Page and/or our Client List Page. Go to Manage Company, and then select the Profile Tab. You'll be prompted to upload your logo, website, and Bio to be featured for our prospective clients to review. The value of having E&P clients see who is using TotaLand is a win-win for us and our brokerages looking to foster relationships with those potential clients.~
TLT’s Billing is a favorite feature our clients. With the added bonus of allowing you to export your entire year’s billing which will organize and present all of your expenses categorically (miles/meals/travel/lodging, etc), scanned receipts, and other support documentation. You can even direct your info to be emailed directly to your accountant or other 3rd party recipient. Simply go to your billing tab, then Billing Reports to access “Packaged Billing Information”
TotaLand now offers more than 30 hours of live training each and every month. Thursday web sessions include Managers/Advanced @ 9 Central and Non-managerial @ 11:00. Attending our monthly Academy; whether in person or via WebEx will be the quickest way to become and Advanced User and will have the added benefit of awarding you up to 14 CE’s. Follow the link for this month’s registration. https://www.totaland.com/totalandacademy
Chad Landry - Director of Training and Support, TotaLand Technologies