Helm CONNECT Certified Administrator Course - Helm CONNECT Jobs

If it's been challenging to get your dispatchers or billing clerks trained and fully operational in Helm CONNECT Jobs, let us help.

Our certified course for Helm CONNECT Jobs will turn your dispatchers and billing clerks into Helm CONNECT experts.

Your Commitment

Dispatch Only

• 5 hours for one week
• 2 x 2.5-hour sessons
• Start time 7:30 a.m. Pacific Time
• Complete a test for certification

Billing Only

• 5 hours for one week
• 2 x 2.5-hour sessons
• Start time 7:30 a.m. Pacific Time
• Complete a test for certification

Dispatch and Billing

• 10 hours for one week
• 4 x 2.5-hour sessons
• Start time 7:30 a.m. Pacific Time
• Complete a test for certification

Course Content

Billing Course

• Creating orders
• Making requests: new ships, new locations
• Creating jobs assigned to a competitor
• Adding trips
• Adding jobs
  • Resources
    • Company owned
    • Hiring competitors
• Creating and using templates
• Tracking competitor orders
• Visualizing jobs in the planner
• Reviewing Onboard, crew completing the job

Dispatch Course

• Adding new companies / accounts
• Reviewing contract configuration
• Agent commissions
• Billing per order, trip, intervals
• Billing:
  • Calculate
  • Email draft invoice
  • Manual adjustments
  • Approve
  • Submit

Renewal

Certifications are valid for three years with three renewal options:

• Retake the course
• Attend a Helm Conference training day
• Challenge the exam

More Information

Are you ready to become certified? Please download the brochure and contact us for course dates or to register.