These Half-day sessions are tailored to the Supportworks and Contractor Nation network 

Note: These sessions cover the Supportworks software package. Enterprise customers should attend the Enterprise software package Webinar Trainings. 

• Our 2-part Half-Day webinar trainings will be conducted 1 time per month via Simulated Live Webinar from 12pm-3pm EST (typically), providing your staff three opportunities to attend each calendar quarter.
• 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 Supportworks 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.
• Training Binder to be covered during these sessions: 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 a Webinar.

After registering, you will receive a confirmation email containing information about joining the webinar. 

Please register for improveit 360 Training on Wednesday, March 17th, 2021 11:00 AM – 2:00PM EDT at:  https://attendee.gotowebinar.com/register/7837357777797308940

Part 1 of 2. This Half Day Session covers:

11:00am-11:45am Staff and User Setup, Marketing Sources, Sales and Service Pictures, Quotes Bios, Lead Entry process, Pending Lead Emails and how to setup your company’s marketing Email Content  

12pm-1pm Scheduling Appointments, Appt Tab List Views, using Appointment Types to track Service, Radon or Maintenance, Appt Notification Emails and which Project Types or Appointment Types should change a customer’s Next Annual Maintenance Date

1:15pm – 2pm Sales Approval process, Sale Statuses, creating and tracking Commissions and finally compiling your company’s Products & Materials spreadsheet and how to link Products to the Supportworks SolutionView Admin database

______________________________________________________________

Please register for improveit 360 Training on Thursday, March 18th, 2021 11:00 AM – 2:00PM EDT at:  https://attendee.gotowebinar.com/register/2744118651753098252

Part 2 of 2. This Half Day Session covers:

11am – 12pm Creating Projects, using Project Templates, Project Activity Date Automation and auto-populating Fields on the Project page, Production Dept List Views and creating custom Project Activity List Views, Making outbound QA Calls, and a brief introduction to the ProductionView app by Supportworks

12:15pm-1pm Understanding Out-of-the-Box Reports and modifying Date Range, Sort Order and Grouping, an introduction to Building Dashboards and How-To Set up Departmental Tabs to make easy-to-work Lists for each Department of our company

1:15pm-2pm 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)

______________________________________________________________

Please register for improveit 360 Training on Monday, April 19th, 2021 12:00 PM – 3:00PM EST at: https://attendee.gotowebinar.com/register/5696122655770831629   

Part 1 of 2. This Half Day Session covers:

12:00pm-12:45pm Staff and User Setup, Marketing Sources, Sales and Service Pictures, Quotes Bios, Lead Entry process, Pending Lead Emails and how to setup your company’s marketing Email Content  

1pm-2pm Scheduling Appointments, Appt Tab List Views, using Appointment Types to track Service, Radon or Maintenance, Appt Notification Emails and which Project Types or Appointment Types should change a customer’s Next Annual Maintenance Date

2:15pm – 3pm Sales Approval process, Sale Statuses, creating and tracking Commissions and finally compiling your company’s Products & Materials spreadsheet and how to link Products to the Supportworks SolutionView Admin database

______________________________________________________________

Please register for improveit 360 Training on Wednesday, April 21st, 2021 12:00 PM – 3:00PM EST at:  https://attendee.gotowebinar.com/register/2235718770113319949 

Part 2 of 2. This Half Day Session covers:

12pm – 1pm Creating Projects, using Project Templates, Project Activity Date Automation and auto-populating Fields on the Project page, Production Dept List Views and creating custom Project Activity List Views, Making outbound QA Calls, and a brief introduction to the ProductionView app by Supportworks

1:15pm-2pm Understanding Out-of-the-Box Reports and modifying Date Range, Sort Order and Grouping, an introduction to Building Dashboards and How-To Set up Departmental Tabs to make easy-to-work Lists for each Department of our company

2:15pm-3pm 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)

______________________________________________________________

Please register for improveit 360 Training on Monday, May 17th, 2021 12:00 PM – 3:00PM EST at: https://attendee.gotowebinar.com/register/8812522338446202637 

Part 1 of 2. This Half Day Session covers:

12:00pm-12:45pm Staff and User Setup, Marketing Sources, Sales and Service Pictures, Quotes Bios, Lead Entry process, Pending Lead Emails and how to setup your company’s marketing Email Content  

1pm-2pm Scheduling Appointments, Appt Tab List Views, using Appointment Types to track Service, Radon or Maintenance, Appt Notification Emails and which Project Types or Appointment Types should change a customer’s Next Annual Maintenance Date

2:15pm – 3pm Sales Approval process, Sale Statuses, creating and tracking Commissions and finally compiling your company’s Products & Materials spreadsheet and how to link Products to the Supportworks SolutionView Admin database

______________________________________________________________

Please register for improveit 360 Training on Wednesday, May 19th, 2021 12:00 PM – 3:00PM EST at: https://attendee.gotowebinar.com/register/8820244208608094733   

Part 2 of 2. This Half Day Session covers:

12pm – 1pm Creating Projects, using Project Templates, Project Activity Date Automation and auto-populating Fields on the Project page, Production Dept List Views and creating custom Project Activity List Views, Making outbound QA Calls, and a brief introduction to the ProductionView app by Supportworks

1:15pm-2pm Understanding Out-of-the-Box Reports and modifying Date Range, Sort Order and Grouping, an introduction to Building Dashboards and How-To Set up Departmental Tabs to make easy-to-work Lists for each Department of our company

2:15pm-3pm 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)

______________________________________________________________

Please register for improveit 360 Training on Monday, June 21st, 2021 12:00 PM – 3:00PM EST at: https://attendee.gotowebinar.com/register/2661127515481340429 

Part 1 of 2. This Half Day Session covers:

12:00pm-12:45pm Staff and User Setup, Marketing Sources, Sales and Service Pictures, Quotes Bios, Lead Entry process, Pending Lead Emails and how to setup your company’s marketing Email Content  

1pm-2pm Scheduling Appointments, Appt Tab List Views, using Appointment Types to track Service, Radon or Maintenance, Appt Notification Emails and which Project Types or Appointment Types should change a customer’s Next Annual Maintenance Date

2:15pm – 3pm Sales Approval process, Sale Statuses, creating and tracking Commissions and finally compiling your company’s Products & Materials spreadsheet and how to link Products to the Supportworks SolutionView Admin database

______________________________________________________________

Please register for improveit 360 Training on Wednesday, June 23rd, 2021 12:00 PM – 3:00PM EST at:  https://attendee.gotowebinar.com/register/1614790469047870221 

Part 2 of 2. This Half Day Session covers:

12pm – 1pm Creating Projects, using Project Templates, Project Activity Date Automation and auto-populating Fields on the Project page, Production Dept List Views and creating custom Project Activity List Views, Making outbound QA Calls, and a brief introduction to the ProductionView app by Supportworks

1:15pm-2pm Understanding Out-of-the-Box Reports and modifying Date Range, Sort Order and Grouping, an introduction to Building Dashboards and How-To Set up Departmental Tabs to make easy-to-work Lists for each Department of our company

2:15pm-3pm 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)

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

Appointments

Sales & Payments

Projects

ProductionView App

Reports & Dashboards

improveit 360 Mobile App

System Administration

Links to supplemental documentation (all documents are linked within the applicable Training Course):

improveit 360 Data Flow

Glossary of Terms by Object

Staff Photos, Quotes & Bios

TreeHouse eLead Integration

Lifecycle List View Guide

Lifecycle Email Communications Guide

Project Activity Date Automation

ADL, NPS and Project Score

Relative Date Values

Formulas Functions & Operators

Reports & Dashboards Deck

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!