
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.
Wednesday, September 2
10-10:45 AM (PT)
Routing
Schedule pick ups/deliveries
Jobs and POs
Trucks and Labor
Thursday, September 3
10-10:45 AM (PT)
Projects
Job grouping
NEW Copy function
NEW IntelliSign
Tuesday, September 8
10-10:45 AM (PT)
Shorts
Reconciling lost/damaged inventory
Client billing
Wednesday, September 9
10-10:45 AM (PT)
Full Demo
Full tour of IntelliEvent Lightning
Includes Job Entry, CRM, & Logistics
Thursday, September 10
10-10:45 AM (PT)
Email Templates
Preset email messages
Multi-page availability
Shortcodes available
Tuesday, September 15
10-10:45 AM (PT)
Substitutions & Suggestions
Replacement items for overbookings
Recommended item set-up
Wednesday, September 16
10-10:45 AM (PT)
Invoicing & Payments
Client billing
Job level & Client Ledger
Financial Reporting
Thursday, September 17
10-10:45 AM (PT)
Job Notes Templates
Multiple notes sections
Printable vs. non-printable
Shortcodes available
Tuesday, September 22
10-10:45 AM (PT)
Packages
Grouping items together
Multiple pricing tiers
Serialized & non-serialized
Wednesday, September 23
10-10:45 AM (PT)
Full Demo
Full tour of IntelliEvent Lightning
Includes Job Entry, CRM, & Logistics
Thursday, September 24
10-10:45 AM (PT)
360 Payments Integration
Credit card and ACH
Email links or manual entry
IntelliSign functionality
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
