Training Room Courses
Sherlock Trust Manager Essentials
This course has been specifically designed for new users or new staff members that have not used this software previously or need a basic brush up of their current skills. Attendees should have basic computer skills and some Real Estate knowledge.
Course Outline
Upcoming Training Sessions
- Software Navigation
- Appointment Diary
- Creating/Deleting New Users
- Creating/Editing/Deleting Owners, Property, Tenants, Creditors
- Creating/Managing Water Invoices
- Receipting (including reservation fees, letting & lease fees)
- Reversing Receipts
- Daily Banking and Reports
- Daily Backups
- Arrears
- Repair Register
- Emailing from Sherlock
- Understanding Ledgers/Statement
Sherlock Trust Manager Advanced
This course has been specifically designed for current users of the Sherlock Trust Manager program who would like to improve upon their basic Sherlock skills to better utilise all features available for better time management. Attendees should have basic computer skills, real estate knowledge and be confidant with basic functions of Sherlock Trust Manager or have completed the Essentials course.
Course Outline
Upcoming Training Sessions
- Client Event Diary
- Setting up and Managing Inspections
- Creating Mail Merge documents using Sherlock databases
- Creating Future Invoices /Invoice Creation & Management (Disbursements)
- Understanding Reports
- Understanding Ledgers/Statements
- SMS Messaging
- Overview of Uploading Properties to Web
- Moving Properties
Sherlock Trust Manager Trust Accounting
This course has been specifically designed for current Sherlock users who will be performing the accounting procedures for accounting and audit requirements. Attendees should have basic computer skills, real estate knowledge, trust accounting experience and/or knowledge and be confidant with basic functions of Sherlock Trust Manager or have completed the Essentials course.
Course Outline
Upcoming Training Sessions
- Daily Banking/Updating Trust Balances
- Cheque Reconciliation
- Understanding and Balancing a Bank Reconciliation
- Mid Month Procedures
- End of Month Procedures
- Understanding Reports
- Understanding Statements
- Emailing Statements
Sherlock Trust Manager Commercial Essentials
This course has been specifically designed for new users or new staff members that have not used this software as a commercial module previously or need a basic brush up of their current skills. Attendees should have basic computer skills and some basic knowledge of Commercial Real Estate.
Course Outline
Upcoming Training Sessions
- Software Navigation
- Appointment Diary
- Creating/Editing/Deleting Commercial Owners, Properties & Tenants
- Creating/Managing Tax Invoices
- Creating/Managing Outgoings
- Understanding Commercial Ledgers & Statements
- Basic Receipting including reservation fees, letting & lease fees
- Receipting Outgoings
- Daily Banking and reports
- Daily Backups
- Commercial Arrears
- Repair Register
- Emailing from Sherlock
Sherlock Trust Manager Holiday Essentials
This course has been specifically designed for new users that have not used this software as a holiday module previously or need a basic brush up of their current skills. Attendees should have basic computer skills & holiday real estate knowledge.
Course Outline
Upcoming Training Sessions
- Software Navigation
- Appointment Diary
- Creating/Deleting New Users
- Creating/Editing/Deleting Owners, Property, Tenants, Creditors
- Checking Holiday Availability
- Creating/Managing /Deleting a booking
- Receipting Holiday Deposits/Extra Items
- Moving/Extending a booking
- Daily Banking and reports
- Daily Backups
- Creating/Emailing Confirmations
Sherlock Trust Manager Holiday Advanced
This course has been specifically designed for Holiday users and managers that need to manage the administrator, tariff and web upload functions. Attendees should have basic computer skills, holiday real estate knowledge and should have completed the Holiday Essential course or have prior knowledge of the holiday system within Sherlock Trust Manager.
Course Outline
Upcoming Training Sessions
- Setting up Holiday System
- Creating Accounts for Extras eg. Cleaning fees, linen etc
- Creating & Applications of Tariffs, Rules & Options
- Uploading/Downloading to Web
- Holiday Audit Report
- Creating Cleaning Reports
- Holiday Report Options
Sherlock Trust Manager Sales Essentials
This course has been specifically designed for new users or new staff members that have not used the sales module in Sherlock Trust Manager or need a basic brush up of their current skills. Attendees should have basic computer skills and some Real Estate knowledge.
Course Outline
Upcoming Training Sessions
- Software Navigation
- Appointment Diary
- Creating/Deleting New Users
- Creating/Editing/Deleting Vendor Ledgers
- Entering Purchaser Information
- Taking Deposits/Sales Receipting
- Daily Banking and reports
- Daily Backups
- Creating Sales Advices
- Creating Sales Reports
- Commission Splits
- Creating/Disbursing Settlements
Inspector Sherlock
This course has been specifically designed for existing Sherlock Trust Manager client’s who have the Inspector Sherlock module activated. Attendees should have basic computer skills, real estate knowledge and should have knowledge of how to use their personal handheld device.
Course Outline
Upcoming Training Sessions
- Creating Inspections in the Client Event Diary
- Importing & Exporting Inspections
- Add, Edit Delete rooms/items in Inspector Sherlock
- How to access the inspections on your handheld device
- Editing inspections
- Adding photos to your handheld device
- Accessing client information from your handheld device
- How to take photos associated with your inspections
- Adding repairs to a property on your handheld device