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 may also find benefit in learning about the core Enterprise functionality, but should attend the Supportworks Webinar Trainings for more information specific to the Supportworks software package.
- Each of the following 1-Hour webinar trainings will be conducted 1 time per quarter, or on-demand 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. There will be 15 minutes to answer Questions during live webinars. You may submit questions during simulated live webinars and receive Answers via email within 24 Hours of the event.
- 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 demand, join anytime! This is a Simulated Live event.
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.
Appointment Logistics - on demand, join anytime! This is a Simulated Live event.
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
Sales Manager and Accounting - on demand, join anytime! This is a Simulated Live event.
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
Project Management - on demand, join anytime! This is a Simulated Live event.
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.
Understanding Out-of-the-Box Reports - on demand, join anytime! This is a Simulated Live event.
We will teach you how to Modify Date Ranges, Sort Order and Report Groupings, as well as review some of the Out of the Box Reports and Dashboards available within your improveit 360 Enterprise software. We will discuss the importance of understanding Report Types and the four different Report Formats. We will cover the limitations of using a Joined Report format and finally we will discuss Scheduling and Emailing Dashboards.
Introduction to System Administration - on demand, join anytime! This is a Simulated Live event.
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)
NOTE: This class series 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 (new in 2023)
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.
Optional Call Center Training:
Links to supplemental documentation (all documents are linked within the applicable Training Course):
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!