Customer Success Bulletin
Healthy Habits for Your Professional Success in 2023
 
 

At the beginning of every new year there is always an influx of articles, blogs and news reports that speak to the new health and wellness activities we should consider as part of our new year resolutions.

Here at Trimble Viewpoint, we’re obviously not qualified to give you health advice but we can shed some light on activities and resources that are designed to help you be successful with your Trimble Viewpoint products and services.

 
Get Your Resources
 
Save the Date
Save the Date for the Trimble Viewpoint Vista User Summit 2023
 
 
Get ready because the Vista User Summit is coming April 4-5, 2023! Whether you are new to Vista or you’ve been using Vista for a while, this virtual, free event is just for you.

Join us, and your Vista peers, for this two-day event designed to expand your product knowledge, connect you with other Vista users, and give you the insight needed to run a better business, manage through change and get more from your Trimble Viewpoint technology.

Stay tuned for more information and registration details to come in early February!

 
Learn More
 
Vista / AAtrix Integration Enhancements
Vista / Aatrix Integration Enhancements You Don’t Want to Miss
 
 
Based on feedback from the Vista / Aatrix integration in 2021, we're excited to let you know the following enhancements have been made.

We want to thank you again for your survey participation that led to these changes, and we are looking forward to your feedback on the improvements.

  • Installation/Update/History Issues
  • Printing W-2s
  • Printing and Reprinting T4 Slips
  • Exporting W-2 Files

For more information, please find this detailed explanation of all the changes. Thank you for your continued partnership.

 
Get the Details
 
Viewpoint Academy
What’s New in Viewpoint Academy
 
 
New! Vista Accounts Receivable
Vista Accounts Receivable provides you with the tools needed to process a complete billing cycle, from entering invoices, to applying payments to those invoices, to handling reporting requirements.
  • Enter and Amend Invoices
  • Enter Cash Receipts (payments) for AR invoices
  • Calculate Finance or Service Charges on overdue Customer balances
  • Release Retainage for all invoices related to a Customer or for a specific Customer contract

New! Field Management for Managers and Approvers - Equipment
Field Management enables field users to easily capture labor time and production, create PO's and material requisitions, initiate training and huddles, manage equipment and more in a responsively designed application that is usable on virtually any mobile device. This course covers important configuration and workflow topics for Managers and Approvers in the Field Management Equipment utility, including General Setup and Configuration, Equipment Dashboard, Work Orders, Jobsite Assets, and Jobsite Requests.

Trimble ID for Viewpoint Academy!
Logging into Viewpoint Academy is now simpler and more secure. We’re excited to introduce you to Trimble ID, a new integration that will help your user experience. We’re introducing everyone to Trimble ID now because it’ll soon be used to access all of your applications and websites

What is Trimble ID? (also known as TID)
  • A Trimble ID account is part of an authentication system that helps secure your data and confirms your identity
  • A Trimble ID account will eventually grant access to all of Trimble’s applications and websites, including Trimble Viewpoint
  • The addition of Trimble ID allows you to set yourself up for training in the Academy
Watch this quick video to learn more. Click here for instructions.

Have questions? Need assistance? Email us at [email protected]

 
Visit Viewpoint Academy
 
2022 Year-End
Get Your 2022 Year-End Resources All In One Place!
 
 
With 2022 year-end winding down, we want to make sure you know where you can find a wealth of Vista resources all in one place.

To assist you with all your Vista year-end needs, we've compiled a page of resources and assets to ensure your year-end preparation and processing goes smoothly. You can watch webinar recordings, get your year-end guide and checklist, read important 2022 year-end articles and catch videos too, get links to training in Viewpoint Academy, and more.

Take a minute to check out the resources for 2022 year-end in Vista that are available to you.

 
Get Your Resources
 
New Employee Kick-Start Training Program
The New Employee Kick-Start Training Program
 
 
Do you have new employees that you’re looking to bring up-to-speed on your Trimble Viewpoint solutions? We’ve got you covered!

We’re excited about our New Employee Kick-Start Training program. Through guided role-based learning plans available in Viewpoint Academy, this program is designed to give your new colleagues the training they need to quickly become acquainted with your software. They simply select their role and pick a product to get started on their own guided, self-paced learning path.

Remember, Viewpoint Academy is one of our Customer Success Resources that all users have access to as part of their software subscription. Be sure to check out all four of our programs.

Visit us here to get started on your training program today!

 
Get Kick-Start Training Today
 
The Network
Join Our Award Winning User Community
 
 
Are you a member of our award winning user community? If not, you’re missing out! Join nearly 7,000 Trimble Viewpoint customers connecting in lively discussion forums, learning how to get the most out of your Trimble Viewpoint solutions, sharing feedback with our product experts, engaging with product leaders, and even more!

The best part? You also have the opportunity to get rewarded and recognized for your growth and achievements. To learn more and become a member, visit us here. We hope to see you inside The Network as we continue to grow in 2023!

 
Join Today
 
Classroom Training
Professional Services Classroom Training
 
 
Have you heard about the Trimble Viewpoint Professional Services team classroom training? This expert-led virtual classroom training is designed to get you and your team up and running and taking full advantage of your Trimble Viewpoint licenses quickly. Our classroom training utilizes a train-the-trainer format and with a regularly occurring predetermined schedule, we are able to bring the expertise of our Professional Services consulting team to you in an affordable and timely manner.

If you’d like to improve your ROI by putting more of your Trimble Viewpoint licenses to use, classroom training is a great option. Take a minute to learn more about all the different Trimble Viewpoint Professional Services team classroom training options available and how to get started with training today! We offer trainings for:

 
 
Webinar: Customer Success Resources
Webinar: Your Customers Success Resources at Trimble Viewpoint
 
 
Did you know that as part of your software subscription, you have access to a ‘gold mine’ of customer success resources all designed to help you be successful with your Trimble Viewpoint solutions?

Join us on February 14, 2023 at 11 AM PT (Yes, on Valentine's Day because we know you'll love these awesome programs) for this 45-minutes webcast where we will guide you through how to access and how to use these our customer success program including Viewpoint Customer Portal, Viewpoint Academy, The Network, and Viewpoint Help.

Can’t make it? Register anyway and we’ll send you the on-demand recording after the live event.

 
Register Today!
 
Trimble Viewpoint User Group
Join a User Group In Your Area
 
 
Are you interested in learning more about Trimble Viewpoint User Groups in your area? Or interested in pioneering a user group of your own? We're excited to announce we have recently launched a new resource to connect you with existing user groups – or the tools to start your own.

Many groups meet quarterly to discuss recent Trimble Viewpoint releases, learn more about the software, and share real-world best practices. Trimble Viewpoint is personally invested in supporting these groups and helping you use your software better.

Click here to learn more about joining a group in your area.

 
Learn More
 
Featured Blog Post
“6 Ways to Care for Your Construction Workers”
 2 Minute Read
To The Blog!
Twitter Facebook LinkedIn
Trimble Viewpoint
1515 SE Water Avenue, Suite #300, Portland OR 97214
800.333.3197 | Contact Us