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, September 29
10-10:45 AM (PT)
Kits
One scan for easy check-out of multiple assets
Temporary and Permanent
Wednesday, September 30
10-10:45 AM (PT)
Purchase Orders
Products & Labor
Subrentals
Purchasing
Thursday, October 1
10-10:45 AM (PT)
Survey Module
Post show recap for Clients
Customization of inquiries
Reporting
Thursday, October 8
10-10:45 AM (PT)
Documents & Files
Utilization of Document Hub and File upload, along with relative reporting
Tuesday, October 13
10-10:45 AM (PT)
Permanent Attachments
A new feature released in the September update
Wednesday, October 14
10-10:45 AM (PT)
Email Integrations & Signatures
Utilizing email integrations with Google and Outlook
Setting up user email signatures
Thursday, October 15
10-10:45 AM (PT)
IntelliSign
Review our e-signature module, along with the in person signature and reporting capabilities
Tuesday, October 20
10-10:45 AM (PT)
Assembly Module
Overview for products that may require assembly
Wednesday, October 21
10-10:45 AM (PT)
Full Demo
Overview of current Lightning functionality
Thursday, October 22
10-10:45 AM (PT)
Projects & Favorites
Enhance your Job organization and efficiency by using Projects and Favorites
Tuesday, October 27
10-10:45 AM (PT)
Dashboard
Setting up dashboards for high level views of various Lightning reports
Wednesday, October 28
10-10:45 AM (PT)
Credits
Posting and applying credits on Client ledgers and Jobs
Thursday, October 29
10-10:45 AM (PT)
360 Payments
Overview of the credit card processor and payment link capabilities through our partnership with 360 Payments