Register by October 31st to get 20% off:
This class covers the main features in the software and is an effective way of getting quickly trained and productive in the software. Whether you have attended a previous training or implemented a new system, this class provides the framework for setting up an RTA database and understanding all of the day-to-day functions in the software. You’ll learn how to receive parts, post fuel, check PMs due, and create work orders. Plenty of hands-on workshops provide practice on each topic covered.
Utilize the RTA software to its full potential! Learn shortcuts, tips and tricks, and advanced entry methods to optimize data tracking and productivity in this fast-paced, 2-day class. A few of the many topics include advanced PMs, warranties, parts reordering, time-saving work order options, and new enhancements recently released. Don’t stop with the basics, begin utilizing the advanced features that originally brought you to the RTA software! Previous RTA system experience recommended.
Select your classes below to customize your pre-conference schedule Monday-Tuesday (click on the name of each class session to see a full description).
Learn about our new web-based RTA Reporting tool and features.
The RTA instructors conduct dozens of onsite consulting visits each year to help clients better utilize the software to improve their fleets and operations.This class covers the most frequently under-utilized features of the software.This includes features that could be used by making small changes to the way the software was originally setup, or how data is entered. Many are very easy to implement yet yield stellar benefits.
This class is a must for those involved in the Parts Department who know the basics, utilize the many advanced features the software offers. Save time in the data entry process with faster work order posting methods and utilizing parts kits. See how quickly you can take physical inventory with barcoded parts. Discuss additional features such as the parts catalog, core tracking and the centralized parts inventory.
The Vehicle module has many capabilities that are sometimes overlooked or forgotten. We’ll cover the Vehicle Status program, how to fully utilize class codes to group vehicles, and the unlimited user-defined fields. Enhance your preventative maintenance program by seeing the numerous advanced PM options, including auto-generating and emailing work order for due PM.
Learn the more advanced features of our new web-based RTA Reporting tool. Be sure to attend RTA Reporting 1 in the morning prior to attending this class.
This class is specifically designed for the “RTA Manager” – the person responsible for maintaining and managing the RTA software. Numerous management-level functions are discussed to assist in optimizing the system. Topics include user security, personalized settings, and much more. Best practices, dashboards and notifications are explained to limit or identify possible problems in the data or fleet.
This class is a must for those involved in purchasing who know the basics of the RTA system yet want to learn how to utilize the advanced features. Set RTA to track your stock inventory and reorders and generate purchase orders based on usage. FIFO vs average inventory valuation, purchase order approvals, and other tips are provided to maximize use of the purchasing module. Save time in the data-entry process by auto-posting parts received directly to work orders, links to the tire and fueling module and more.
Join the hundreds of fleets recouping thousands of dollars by utilizing RTA’s Warranty Tracking programs.Part warranties are easy to setup and track all failures and life expectancies ,and vehicle warranties are just as easy to create. You’ll receive immediate notification of parts or repairs still within warranty. The Warranty Claims program organizes them all, making it easy to submit claims, track pending and aging, and apply all those credits you receive.
The reporting side of the software is the focus as we provide in-depth explanations of where the numbers are coming from and how they can be utilized to better analyze your fleet. The morning session covers the EOP process, vehicle lists, cost reports, fueling, parts inventory, purchasing, and usage reports. You’ll find new reporting options and have abetter understanding of the reports you currently utilize. Tips provided on how small changes in data entry offer much more valuable and precise reports.
This class covers the numerous tools available to access your RTA data externally, share data with other application, or pull data into Excel or other software.
Export Work Orders and Purchase Orders for accounting. Save time by exporting Parts, Vehicles and VMRS codes into Excel, make mass updates and import into RTA. Dozens of standard reports allow for exporting to text files and the many capabilities SQL server and Oracle database tables offer are discussed.
If you know the basics of entering a work order, you’re ready to take advantage of the many advanced features. We’ll demonstrate methods to save time in data entry and make reporting more accurate. See how to quickly create numerous work orders, perform advanced posting methods, and link to the PO module to eliminate double-entry. Try the mall out yourself in hands-on workshops.
This session presents standard operating procedures for scheduled work in the RTA software. We’ll discuss Best Practices to optimize routines performed in RTA and discuss how one process affects another. We’ll explain the most efficient daily routine to enter work orders, process fuel, check for PMs due and replenish the parts inventory.
Establish monthly and yearly procedures step-by-step to verify they’re being completed in the correct order and nothing is missed during the process.
The reporting side of the software is the focus as we provide in-depth explanations of where the numbers are coming from and how they can be utilized to better analyze your fleet. The afternoon session covers the work order and vehicle history reports as well as reports focusing on mechanics, tires, and the RTA system overview. Find new reporting options and have a better understanding of the reports you currently utilize. Tips are provided on small changes in data entry that can result in much more valuable and precise reports.
Take advantage of this great opportunity to familiarize yourself with new features released in 2019-2020. We’ll review and demonstrate many of the larger enhancements, and touch on numerous smaller enhancements that you may have missed. A few of the topics include: new export/import utilities, vehicle replacement scoring, and Web and Mobile features. Hands-on workshops are provided.
This class will cover it all – from the basics to the advanced features and latest enhancements in the Paperless Shop module. Whether your shop is already paperless or you’re considering implementing this module, you’ll quickly become an expert on Paperless Shop. We’ll discuss scheduling options, mechanic procedures and workflow, shop policies, management options, and reports. Learn real-life solutions on many questions that shops encounter as they first implement Paperless Shop.
Tracking fuel and updating mileage have become more important than ever. Manual fuel entry, pumps and tanks, and the EFI processes are all covered in this session.The EFI Exception reports are explained and corrective procedures due to bad mileage entries or excessive fuel use are discussed. We’ll cover the steps to track fuel pumps and tanks accurately, identifying variances, and making corrections.
To pay via credit card, call 800-279-0549 and the receptionist will process your payment. If unable to pay via credit card, an invoice will be sent for payment by check.