Professional Services Classroom Training | Viewpoint

Professional Services Classroom Training

Thank you for taking the journey to learn more about our classroom offerings. Please review the options below and let us know which classes you would like to learn more about.


Viewpoint HR Management

Our expert-led virtual classroom training is designed to get you up and running and taking full advantage of your Viewpoint Field Service licenses quickly. Our classroom training utilizes a train-the-trainer format and there are two courses. Individual courses vary in length but typically run 1-4 hours and cover the following:

  • Course 1 (Included with Pro & Standard) - Personal Info, Earnings, Paystub Tools, Document Library, and Training modules.

  • Course 2 (Included with Pro & Standard) - Time Off, Expenses, and Report Viewing modules.
  • Course 3 (Included with Pro) - Employee Onboarding, Applicant Tracking, Performance Reviews, and a demo of the Benefits module.
  • Course 4 (Included with Pro) - Personal Timecard Entry.

All of this is included for a one-time fee of $4350* for Pro or $2350* for Standard and best part, up to three of your users can attend the Vista HR Management classroom training. Along with the two-course classroom training, you also receive:

  • A dedicated Professional Services Project Manager who will work with you from getting you started in the class to following up after you finish. 

  • The opportunity to work one-on-one with a Trimble Viewpoint Consultant for 5-hours with Pro or 3-hours with Standard to answer any lingering questions. 
Ready to get started? Fill out the form to the right, and our team will get in touch to answer questions and provide a training agreement.

*Please note, an Initial Setup course may be required prior to attending the courses outlined above. There are several Vista modules that must be setup and in use prior to attending training. We’ll get in touch and send a survey for you to complete to confirm your Vista readiness after you’ve filled out the form to the right.




Vista Field Service

Our expert-led virtual classroom training is designed to get you up and running and taking full advantage of your Viewpoint Field Service licenses quickly. Our classroom training utilizes a train-the-trainer format and there are two courses. Individual courses vary in length but typically run 1-4 hours and cover the following:
  • Course 1 - Settings and Basics.

  • Course 2 - Work Order Dashboard, SM Dashboard, and Work Order review.
Along with the two-course classroom training, you also receive:
  • A dedicated Professional Services Project Manager who will work with you from getting you started in the class to following up after you finish. 

  • The opportunity to work one-on-one with a Trimble Viewpoint Consultant for 1-hour to answer any lingering questions. 

All of this is included for a one-time fee of $1850* and best part, up to three of your users can attend the Vista Field Service classroom training. 

Ready to get started? Fill out the form to the right, and our team will get in touch to answer questions and provide a training agreement.

*Please note, an Initial Setup course may be required prior to attending the courses outlined above. There are several Vista modules that must be setup and in use prior to attending training. We’ll get in touch and send a survey for you to complete to confirm your Vista readiness after you’ve filled out the form to the right. Standard Timecards must be setup in the Employee Portal prior to attending training.




Viewpoint Field Management

Our expert-led virtual classroom training is designed to get you up and running and taking full advantage of your Viewpoint Field Management licenses quickly. Our classroom training utilizes a train-the-trainer format and there are two options; Pro and Standard. Pro includes training on all Viewpoint Field Management modules, while Standard focuses on time capturing. Pro includes five courses, while Standard includes two courses. Individual courses vary in length but typically run 1-4 hours and cover the following:

  • Course 1 (Included with Pro & Standard) - Crew Timecards 1.

  • Course 2 (Included with Pro & Standard) - Crew Timecards 2 and Field Management Mobile.
  • Course 3 (Included with Pro) - Field Tickets, Progress Entry, and Equipment modules.
  • Course 4 (Included with Pro) - Training, Checklists, and Daily Huddles modules.
  • Course 5 (Included with Pro) - Purchase Orders module.
Along with the one-course classroom training, you also receive:
  • A dedicated Professional Services Project Manager will work with you from getting you started in the class to following up after you finish.
  • The opportunity to work one-on-one with a Trimble Viewpoint Consultant for 1-hour to answer any lingering questions.

All of this is included for a one-time fee of $3000* for Pro or $2100* for Standard and best part, up to three of your users can attend the Vista Field Management classroom training. 

Ready to get started? Fill out the form to the right, and our team will get in touch to answer questions and provide a training agreement.

*Please note, an Initial Setup course may be required prior to attending the courses outlined above. There are several Vista modules that must be setup and in use prior to attending training. We’ll get in touch and send a survey for you to complete to confirm your Vista readiness after you’ve filled out the form to the right.




Viewpoint Financial Controls

Our expert-led virtual classroom training is designed to get you up and running and taking full advantage of your Viewpoint Financial Controls licenses quickly. Our classroom training utilizes a train-the-trainer format and there are two courses. Individual courses vary in length but typically run 1-4 hours and cover the following:

  • Course 1 - AP Invoice, Check Review, Open Billing Review, Billing Compiler, and Job Billing modules.
  • Course 2 - Purchase Orders module.

Along with the two-course classroom training, you also receive:

  • A dedicated Professional Services Project Manager who will work with you from getting you started in the class to following up after you finish. 
  • The opportunity to work one-on-one with a Trimble Viewpoint Consultant for 1-hour to answer any lingering questions. 

All of this is included for a one-time fee of $1850* and best part, up to three of your users can attend the Vista Financial Controls classroom training. 

Ready to get started? Fill out the form to the right, and our team will get in touch to answer questions and provide a training agreement.

*Please note, an Initial Setup course may be required prior to attending the courses outlined above. There are several Vista modules that must be setup and in use prior to attending training. We’ll get in touch and send a survey for you to complete to confirm your Vista readiness after you’ve filled out the form to the right.




Viewpoint Team

Our expert-led virtual classroom training is designed to get you up and running and taking full advantage of your Viewpoint Team licenses quickly. Our classroom training utilizes a train-the-trainer format and there are two courses. Individual courses vary in length but typically run 1-4 hours and cover the following:

  • Enterprise Administrators - Adding/managing users and project setup.
  • Project Managers - Submittal register & details, RFI register & details, Documents, Issues Register, Issues Details, Daily Logs, and Drawings.

Along with the two-course classroom training, you also receive:

A dedicated Professional Services Project Manager who will work with you from getting you started in the class to following up after you finish. 

  • The opportunity to work one-on-one with a Trimble Viewpoint Consultant for 2-hours to answer any lingering questions. 
  • All of this is included for a one-time fee of $2050* and best part, up to three of your users can attend the Vista Team classroom training. 

Ready to get started? Fill out the form to the right, and our team will get in touch to answer questions and provide a training agreement.

*Please note, Viewpoint Team must be integrated with your ERP prior to attending training. 




Viewpoint Analytics

Our expert-led virtual classroom training is designed to get you up and running and taking full advantage of your Viewpoint Analytics licenses quickly. Our classroom training utilizes a train-the-trainer format and there is one course. Individual courses vary in length but typically run 1-4 hours and cover the following:

  • Analytics - User setup & security, help features, using standard reports, managing folder structure, building a custom report, and dashboards 

Along with the one-course classroom training, you also receive:

  • A dedicated Professional Services Project Manager who will work with you from getting you started in the class to following up after you finish. 
  • The opportunity to work one-on-one with a Trimble Viewpoint Consultant for 1-hour to answer any lingering questions. 

All of this is included for a one-time fee of $1200* and best part, up to three of your users can attend the Vista Analytics classroom training. 

Ready to get started? Fill out the form to the right, and our team will get in touch to answer questions and provide a training agreement.

*Please note, Viewpoint Team must be integrated with your ERP prior to attending training. 

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Watch On-demand Webinar

Building Your Teams for Future Growth

Watch this 60-minute webinar to learn the techniques and strategies to advance talent development practices within your company. Watch this 60-minute webinar to learn the techniques and strategies to advance talent development practices within your company.

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Viewpoint has been totally integrated into the fabric of our organization... Through implementing the many features... we have streamlined several processes... Viewpoint Support is always there to answer my questions no matter how big or small in a timely manner and point me in the right direction.

- Kimberly M. Weikert, IT Director - Kinsley Construction, Inc.

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