Products/Agency



Training Topics for OmniPilot Agency
OmniPilot offers free email support for as long as you use Agency, and we offer paid Training & Support packages in 10-hour packs. These packs can be used in one-hour pre-scheduled increments for telephone and internet training, or for priority technical support. A 10-pack is $1,150 and is good for one year from the date of purchase.

PREFERENCES SETUP: Setup all preferences for OmniPilot Agency
Setup covers all of the Preferences that are referenced throughout OmniPilot Agency, including company information, passwords, personnel, time entry, estimating, job numbering, invoicing integration, purchase orders and the Online Conference Room.

Download QuickTime Movie (TRT 25:15 28MB)
LESSON 1: Overall Interface Navigation and Prospects
Lesson One covers the Agency Main Menu. Then using the Prospect section as the example, we cover List View and Form View, the toolbars, buttons and icons, and the tabbed navigation that's used consistently throughout OmniPilot Agency.

Download QuickTime Movie (TRT 20:30 25MB)
LESSON 2: Clients
Lesson Two covers the Clients section of OmniPilot Agency, including company information, contacts, Estimate and Job lists, the Client Brand Brief, preferences that can be set per client, notes and Public Relations.

Download QuickTime Movie (TRT 16:30 19MB)
LESSON 3: Contacts & Activities
Lesson Three covers Contacts, the people who work at Client, Prospect and Vendor companies in Agency. It also covers the many types of activities and activity tracking, such as telephone, letter, fax cover pages, emails, meeting agendas and conference reports, and reminders in Agency.

Download QuickTime Movie (TRT 18:50 23MB)
LESSON 4: Estimates
Lesson Four covers the art of Estimating in OmniPiot Agency. Includes the scope of work, personnel time, internal and outside expenses, printing specs, the creative brief, and gross income information.

Download QuickTime Movie (TRT 21:30 25.5MB)
LESSON 5: Templates
Lesson Five covers Templates, including how to save, how to customize, and how to use. The Template types covered are for Form Letters, Estimates, Printing Specs and Production Schedules.

Download QuickTime Movie (TRT 14:20 20MB)