Pack a lunch and join us for the all new Customer Service Representative Training Academy! Do you have new CSRs or clerks who need training on the vital tasks they perform in ERP Pro 10 Utility Billing and Cashiering? Let us train them for you! This 3, half-day course covers how contacts, addresses, and utility accounts are connected and makes vital connections between these items that help CSRs with more advanced topics down the road. We will address how to manage utility accounts, create and complete service orders, take payments in Cashiering and navigate Tyler Community and Tyler U. Rest assured knowing your new CSR will get the most updated training on new features that affect their job! (*Instructor will break 30 minutes for lunch. Time TBD by attendees.)
Please complete the following for this class before attending:
- ERP Pro 10 - Utility Billing - Service Orders Pre-Work
Registering for Tyler Community (Material)
Tyler Community - Something Is Missing! (Material)
From Parcels to Service Addresses (Video)
Navigate the Interface and Perform the Basics (Video)
Prepare the System for Account Creation (Video)
Work with Grids (Video)
Please download and print the following guides before attending:
- ERP Pro 10 Cloud - Cashiering - Balancing and Posting Payments - Activity Guide
- ERP Pro 10 Cloud - Cashiering - Balancing and Posting Payments - User Guide
- ERP Pro 10 Cloud - Cashiering - Receipting Payments - Activity Guide
- ERP Pro 10 Cloud - Cashiering - Receipting Payments - User Guide
- ERP Pro 10 Cloud - Contact - Contacts - Activity Guide
- ERP Pro 10 Cloud - Contact - Contacts - User Guide
- ERP Pro 10 Cloud - Parcel - Parcels and Service Addresses - Activity Guide
- ERP Pro 10 Cloud - Parcel - Parcels and Service Addresses - User Guide
- ERP Pro 10 Cloud - Utility Billing - Account Manager - Activity Guide
- ERP Pro 10 Cloud - Utility Billing - Account Manager - User Guide
- ERP Pro 10 Cloud - Utility Billing - Service Orders - Activity Guide
- ERP Pro 10 Cloud - Utility Billing - Service Orders - User Guide
- ERP Pro 10 - Utility Billing - Workflow - User Guide
CPE Information
For instructions on preparing for your session, cancellation/late policies, minimum registration policy, and information on printing student guides, visit our Additional Information for Live Sessions page.
Content covers ERP Pro 10 Cloud. Not included in Tyler U subscription.
Continuing professional education (CPE) is required for CPAs to maintain their professional competence and provide quality professional services. Tyler Technologies is a CPE program sponsor and is proud to offer CPE credits for qualifying virtual learning labs. View the Advanced Preparation CPE Document found at for more information on earning CPE credits through virtual learning labs. Advanced Preparation CPE Document.