Central Repository of links to resources that will assist you in mastering Control.

Create a Wiki listing with video or step-by-step training on specific tasks which users can key word search for by topic.

Who is it for? New employees that need to learn how to use Control - the goal of this webinar series is to help them become proficient in using Control. This webinar series is divided into two sessions:

  • Session 1: Navigation, Exploring and User Options
    (Learn how to: Log in to Control, Review home screen & navigation, Search for companies, estimates and orders, Use shortcuts throughout the system, Create activities using Activity Manager and Personalize Control with User Options.)
  • Session 2: Day to Day Use of Control
    (Learn how to: Add New Companies, Create New Estimates, Change Order Statuses and Stations, Enter Payments, Customize a Quick Product List and Set up personal print options)

Session 1 Recording: New Employee Orientation - Navigation

Session 2 Recording: New Employee Orientation - Day to Day Use of Control

Who is it for? Ideal for anyone in your business that is using Control.

There are a wide variety of different topics that are explained in depth. The pdf below contains the YouTube URL's.

Topics consist of:

  • Closeout
  • Custom Macros
  • Custom Queries
  • Estimated Variations
  • Purchase Order
  • Pricing Strategies and much much more.


Who is it for? Anyone using Control looking for a way to get small questions about pricing and other training answered.

When are these webinars? Tuesday through Friday at 11:00 am CST, effective March 8, 2022.

Log in here: https://global.gotomeeting.com/join/483178877

Who is it for? This is for those companies that are preparing to go live or looking to turn on features they're not already using. This is great for all basic questions they might have. Advanced questions are best handled in the Consulting Services webinar.

When are these webinars? Mondays and Wednesdays at 1:00 pm CST, effective March 7, 2022.

Log in here: https://global.gotomeeting.com/join/378620253

Employee Training - Link to all available lessons

These are some basic functionality lessons suggested for all new hires

Contributor: WEldredge, Cyrious

Date: 03/05/2011

Version: Control 4._

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