Below you'll find the Webinar Training schedule for Supportworks and Contractor Nation network
Come see us at the Redefine conference in April 2023!
We will be hosting two breakout sessions, on:
- Next Annual Maintenance Date
- Production Management
Note: These sessions cover the Supportworks software package. Enterprise customers should attend the Enterprise software package Webinar Trainings.
- Our 1-Hour webinar trainings will be conducted 1 time per month via Simulated Live Webinar, providing a different topic each month.
- 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.
- These sessions are not part of the Supportworks Onboarding and the related tasks you and your team are responsible for performing, during your company’s onboarding.
- Emma Heiberger will be your improveit 360 Training Specialist for all Webinar sessions.
- If you are new to improveit 360, you may want to download and review the Supportworks Training Binder (dated Feb 2019)
- NOTE: This Webinar Series does not contain any Setup instructions from the Getting Started with improveit 360 If you have not completed the Getting Started Learning Track you’ll need to complete that course prior to attending Webinar training.
Below you will find a complete calendar of all upcoming improveit 360 Webinar events.
After registering, you will receive a confirmation email containing information about joining the webinar.
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Projects & ProductionView Integration - on Friday, March 10th 2023, 1pm-2pm Eastern
Register at: https://attendee.gotowebinar.com/register/5891876422179418205
Review how to create Project and manage Project List Views. Learn which data is visible to the Foreman in ProductionView and some common pitfalls of the ProductionView integration. Review completing a job in ProductionView and what data is pushed into improveit 360. See also: Supportworks Training Binder
15 minutes for Q&A
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Annual Maintenance - Emails & Campaigns - on Friday, April 28th 2023, 11:30am-12:30pm Eastern
Register at: TBD
Review the different Reports and Report Types than come out-of-the-box with the Supportworks software package. See also: Supportworks Training Binder
15 minutes for Q&A
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Email Automations and Setting up Email Content - on Wednesday, May 31st 2023, 11:30am-12:30pm Eastern
Register at: TBD
Review the out-of-the-box Email Templates that come with Supportworks package. Learn how to Edit Email Templates, as well as Product Category specific Email Content. Learn where to setup your Staff Bio to be visible within Email Templates. See also: Supportworks Training Binder
15 minutes for Q&A
Are there self-led Training opportunities?
Yes! 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
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
Project Activity Date Automation
Formulas Functions & Operators
Suggested User Profile Settings
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!