Live Training Sessions
Our team leads daily Wise Up webinars to help you get the most from Lightning. Enhance your knowledge, get your questions answered and learn from the experts.
Tuesday, April 7
10-10:45 AM (PT)
Physical Inventory
Documenting true stock
Serialized and Non-Serialized tools
Wednesday, April 8
10-10:45 AM (PT)
Full Demo
Full tour of IntelliEvent Lightning
Includes Job Entry, CRM, & Logistics
Thursday, April 9
10-10:45 AM (PT)
IntelliSign
E-signature add-on module
NEW in-person signature capability
Tuesday, April 14
10-10:45 AM (PT)
QC & Maintenance
Quality control of assets
Tracking repair history including financials
Wednesday, April 15
10-10:45 AM (PT)
Avalara AvaTax
Real-time tax calculations from thousands of US tax jurisdictions
Full integration with IntelliEvent
Thursday, April 16
10-10:45 AM (PT)
Project Management
Job-level task tracking
Set timelines and users for task completion
Tuesday, April 21
10-10:45 AM (PT)
Purchase Orders
Subrentals & purchases
Job costing & margins
Tie multiple Jobs to a single PO
Wednesday, April 22
10-10:45 AM (PT)
Full Demo
Full tour of IntelliEvent Lightning
Includes Job Entry, CRM, & Logistics
Thursday, April 23
10-10:45 AM (PT)
360 Payments Integration
Credit card and ACH processing
Email secure links to Clients
Card terminals available
Tuesday, April 28
10-10:45 AM (PT)
Substitutions & Suggestions
Replacement inventory items
Recommendations of like items
Wednesday, April 29
10-10:45 AM (PT)
QuickBooks Integration
Track AP, AR, & Payments
Online and desktop versions
Integration via Transaction Pro
Thursday, April 30
10-10:45 AM (PT)
Email Templates
Improve workflow
Pull in job-level data automatically