These 1-Hour sessions are tailored to customers on the Enterprise software package
Note: These sessions cover the Enterprise software package. Supportworks and Contractor Nation dealers should attend the Supportworks software package Webinar Trainings.
- Each of the following 1-Hour webinar trainings will be conducted 1 time per quarter via Simulated Live Webinar.
- All attendees are muted but can “Raise Hand” to ask a question, or type in the “Questions” window to post a question to the Trainer anonymously. There will be at least15 minutes to answer all Questions.
- If you are new to improveit 360, be sure to review the Onboarding Checklist and the related tasks you and your team are responsible for performing, during your company’s onboarding. Webinar Training does not replace your onboarding in the improveit 360 Academy.
- NOTE: This Webinar Series does not contain any Setup instructions from the Getting Started with improveit 360 course. If you have not completed the Getting Started Learning Track you’ll need to complete that course if setting up your system for the very first time.
After registering, you will receive a confirmation email containing information about joining the webinar.
______________________________________________________________
Lead Entry and Marketing Manager - on Wednesday, January 4th at 2pm-3pm Eastern
Register at: https://attendee.gotowebinar.com/register/1605944911713762319
Review the different record types created when performing Lead Entry, Creation and maintenance of Marketing Sources, and tracking new Lead inquiries, Marketing Reports and tracking Marketing cost spending.
15 minutes for Q&A
Appointment Logistics - on Friday, January 13th at 1pm-2pm Eastern
Register at: https://attendee.gotowebinar.com/register/9162978489371717389
Scheduling Appointments, Create your own List Views based on Lead Age or Lead Provider, use List Views to easily Confirm Appointments, Sales Rep Email notifications, Results and Result Definitions
15 minutes for Q&A
Sales Manager and Accounting - on Friday, January 27th at 11:30am-12:30pm Eastern
Register at: https://attendee.gotowebinar.com/register/6047577163254516235
Sales Approval process, Sale Statuses, entering Payments and using the PaySimple payment processing integration, finally we'll cover creating and tracking Commissions, Lenders and Loan Programs
15 minutes for Q&A
Project Management - on Monday, February 6th at 1pm-2pm Eastern
Register at: https://attendee.gotowebinar.com/register/7480847744665275407
Creating Projects, using Project Templates to assign Tasks and Appointments, creating custom Project Activity List Views to track your critical steps, and a brief introduction to the Production Grid. We will also briefly discuss Foreman's use of the Mobile App, however, check out our Mobile App webinar training.
15 minutes for Q&A
Mobile App for Sales Reps and Installers - on Wednesday, March 29th at 2pm-3pm Eastern
Register at: https://attendee.gotowebinar.com/register/9166500225116033294
Check out the Mobile App features of improveit 360 Go! We'll show how to get your daily schedule, driving directions, create itemized Quotes and capture an electronic signature. For installers, we'll show you how to collect a final payment in the field and mark Installs as Completed.
Can't wait?! Check out our Mobile App videos: Sales Rep App & Installers Mobile App
15 minutes for Q&A
Understanding Out-of-the-Box Reports - on Monday, March 6th at 1pm-2pm Eastern
Register at: https://attendee.gotowebinar.com/register/7762032450306388492
Modifying Date Range, Sort Order and Grouping and review the Out of the Box Reports and Dashboards. Understand the importance of Report Types and the four different Report Formats
15 minutes for Q&A
Introduction to System Administration - on Wednesday, March 15th at 2pm-3pm Eastern
Register at: https://attendee.gotowebinar.com/register/3329942860183221262
Understanding User Profile Settings, Creating Custom Fields and adding them to a Field Set. Adding to a Mini-Page Layout (the hover over), and Editing existing Field Values (like Appointment Type, or Result Detail)
15 minutes for Q&A
NOTE: This class does not cover initial system setup, like Staff and User setup. For those topics please see: Getting Started with improveit 360
Interested in more Admin Webinars?
Check out our Intermediate Admin Webinar Series coming in 2023
______________________________________________________________
The last Webinars of 2022 are listed below, don't miss out!
Please register for improveit 360 Training on Friday, November 18th, 202210:30 AM – 1:00PM Eastern at:https://attendee.gotowebinar.com/register/8630373954958448399
Part 1 of 2. This Half Day Session covers:
12:30pm-1pm Lead Entry, Marketing Sources, and tracking new Lead inquiries, Marketing Reports, Email automations and where to change Out of the Box Email Templates
15 minutes for Q&A
1:15pm-1:45pm Scheduling Appointments, Create your own List Views based on Lead Age or Lead Provider, use List Views to easily Confirm Appointments
15 minutes for Q&A
2pm – 2:45pm Sales Approval process, Sale Statuses, entering Payments and using the PaySimple payment processing integration, finally we'll cover creating and tracking Commissions, Lenders and Loan Programs
15 minutes for Q&A
______________________________________________________________
Please register for improveit 360 Training on Monday, November 21st, 2022 12:30 PM – 3:00PM Eastern at:https://attendee.gotowebinar.com/register/6804821814013141517
Part 2 of 2. This Half Day Session covers:
12:30pm – 1:00pm Creating Projects, using Project Templates to assign Tasks and Appointments, creating custom Project Activity List Views to track your critical steps, and a brief introduction to the Production Grid
15 minutes for Q&A
1:15pm-1:45pm Understanding Out-of-the-Box Reports and modifying Date Range, Sort Order and Grouping and review the Out of the Box Reports and Dashboards
15 minutes for Q&A
2:00pm-2:45pm Basics of System Administration, Understanding User Profile Settings, Creating Custom Fields and adding them to a Field Set, Adding to a Mini-Page Layout (the hover over), and Editing existing Field Values (like Appointment Type, or Result Detail)
15 minutes for Q&A
Want to skip the webinars?!
That’s fine with us. Whether you learn best at 2am or 10am, our Training Courses are available for you, 24/7/365! Our self-led Learning Tracks are designed to get your staff up to speed quickly, while allowing you to learn at your own pace.
Getting Started with improveit 360
Lead Entry & Marketing Manager
Production Manager & Foreman Mobile App
Intro to System Administration
Optional Call Center Training:
Links to supplemental documentation (all documents are linked within the applicable Training Course):
improveit 360 Appointment Flow & improveit 360 Sales & Production Flow
Lifecycle Email Communications Guide
Formulas Functions & Operators
Our Training Courses are designed to get your staff up to speed quickly, while allowing you to work at your own pace. So, whether you learn best at 2am or 10am, our Training Courses are available for you, 24/7/365!
We know not everyone in your organization will be able to complete all the online Training Courses, and that’s okay! improveit 360 requires that one (1) person in your organization, your dedicated System Administrator User, completes all the Training Courses prior to your company’s Go Live.
As you complete each Training Course, your actions and feedback are recorded and shared with your improveit 360 Onboarding Team so they can best assist you during your one-on-one Onboarding meetings. To best prepare for each one-on-one meeting, be sure to complete the Training Course in advance of the meeting.
Our staff is excited to help your company achieve a successful improveit 360 implementation!