These Half-day 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.
- Our 2-part Half-Day webinar trainings will be conducted 1 time per month via Simulated Live Webinar from 12:30pm-3pm EST (typically).
- 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 15 minutes between topics to answer all Questions.
- This session will review the Onboarding Checklist and the related tasks you and your team are responsible for performing, during your company’s onboarding.
- Your improveit 360 Onboarding Team provides the GoToWebinar meeting links below to each Webinar Training session to your Champion(s). Champion(s) are responsible for forwarding on to all other suggested attendees at your company.
- Emma Heiberger will be your improveit 360 Training Specialist for all Webinar sessions. See page 3 of this document for links to the corresponding Learning Tracks on each topic.
- 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 prior to attending a Webinar.
After registering, you will receive a confirmation email containing information about joining the webinar.
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Please register for improveit 360 Training on Monday, August 9th, 2021 12:30 PM – 3:00PM EDT at: https://attendee.gotowebinar.com/register/25736684071683854
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
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Please register for improveit 360 Training on Wednesday, August 11th, 2021 12:30 PM – 3:00PM EDT at: https://attendee.gotowebinar.com/register/8347679610452454670
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
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Please register for improveit 360 Training on Tuesday, September 14th, 2021 12:30 PM – 3:00PM EDT at: https://attendee.gotowebinar.com/register/8339902764709215246
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
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Please register for improveit 360 Training on Wednesday, September 15th, 2021 12:30 PM – 3:00PM EDT at: https://attendee.gotowebinar.com/register/2317458665449890830
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!
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