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, 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
Tuesday, November 3
10-10:45 AM (PT)
Inventory Management
A high level review of some inventory management capabilities, including product creation, additions, and stock adjustments.
Wednesday, November 4
10-10:45 AM (PT)
Full Demo
Overview of current Lightning functionality.
Thursday, November 5
10-10:45 AM (PT)
Packages & Kits (+ Permanent Attachments)
Learn the differences and benefits of Packages and Kits to enhance your inventory management. Including review of temp kits and permanent attachments (newer feature).
Tuesday, November 10
10-10:45 AM (PT)
Templates
Elevate your workflow with templates! Learn how to navigate the print template editor, create email templates, and leverage Job note templates.
Wednesday, November 11
10-10:45 AM (PT)
Payments & Credits
A review of applying and deleting payments, applying and posting credits, as well as the payment scheduler.
Thursday, November 12
10-10:45 AM (PT)
Project Management
See how our enhanced Project Management module can take your team’s organization to the next level.
Tuesday, November 17
10-10:45 AM (PT)
Maintenance & QC
Learn the benefits and differences between Maintenance and QC to track the full picture of your inventory management.
Wednesday, November 18
10-10:45 AM (PT)
Full Demo
Overview of current Lightning functionality.
Thursday, November 19
10-10:45 AM (PT)
360 Payments
Overview of the credit card processor and payment link capabilities through our partnership with 360 Payments.
November 24 – November 26
No Wise Ups
No Wise Ups this week for Thanksgiving. Enjoy the beginning of the holiday season!