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, February 3
10-10:45 AM (PT)
Physical Inventory
Serialized and non-serialized tools
Correcting mass discrepancies
Wednesday, February 4
10-10:45 AM (PT)
Shorts & Credits
Damaged or lost items
Creating and applying Client credits
Thursday, February 5
10-10:45 AM (PT)
Documents & Files
File storage
Track expiration dates
Global Reporting
Tuesday, February 10
10-10:45 AM (PT)
Packages & Kits
Suggestions & Substitutions
Temporary kits, replacements, & recommendations
Wednesday, February 11
10-10:45 AM (PT)
Full Demo
Full tour of IntelliEvent Lightning
Includes Job Entry, CRM, & Logistics
Thursday, February 12
10-10:45 AM (PT)
Email Setup
Integration
Email templates
Attaching additional documents
Tuesday, February 17
10-10:45 AM (PT)
Check Out/In
Serialized and non-serialized scanning & selection
Overpacked items
Wednesday, February 18
10-10:45 AM (PT)
Invoicing & Payments
Creating & editing invoices
Receiving payments to job/ledger
Thursday, February 19
10-10:45 AM (PT)
360 Payments Integration
Credit card and ACH processing
Email secure links to Clients
Tuesday, February 24
10-10:45 AM (PT)
Maintenance
Serialized & non-serialized tools
Track unit history and costing
Reporting
Wednesday, February 25
10-10:45 AM (PT)
Full Demo
Full tour of IntelliEvent Lightning
Includes Job Entry, CRM, & Logistics
Thursday, February 26
10-10:45 AM (PT)
Template Records & Job Favorites
Default new entry settings
Job templates for duplication