ERP Pro 10 Utilities: Customer Service Representative (CSR) Training Academy Virtual Learning Lab

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 - Cashiering - Balancing and Posting Payments - Student Guide
  • ERP Pro 10 - Cashiering - Receipting Payments - Student Guide
  • ERP Pro 10 - Contact - Contacts - Student Guide
  • ERP Pro 10 - Parcel - Parcels And Service Addresses - Student Guide
  • ERP Pro 10 - Utility Billing - Account Manager - Student Guide
  • ERP Pro 10 - Utility Billing - Service Orders - Student Guide
  • ERP Pro 10 - Utility Billing - UB Workflow - Student Guide

Content covers ERP Pro 10. Not included in Tyler U subscription.

CPE Credit Information

14 CPE Credits - 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.

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. This session may be cancelled if fewer than 2 students enroll.

View the Advanced Preparation CPE Document found at https://tylertech.csod.com/samldefault.aspx?ouid=1&ReturnUrl=https://tylertech.csod.com/content/tylertech/publications/26169/TylerUAdvancedPreparation_CPEInformation.pdf for more information on earning CPE credits through virtual learning labs.

Additional Information

Registration Deadline: Aug 8, 2025 9:00 AM CT For instructions on preparing for your session, cancellation/late policies, and information on printing student guides, visit our Additional Information for Live Sessions page here: https://tylertech.csod.com/catalog/CustomPage.aspx?id=221000511