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Jobs
Proposal headers are completely customizable, and different grid types allow you to show as much or as little information as you need.
Yes. When adding products to a job, there’s a drop down for the duration the product will be on the job. When making a sale, simply select Sale from that dropdown to remove the item from your stock counts. You may also default a product for one or the other.
On the right side of the main job page, there’s a blue tab labeled Projects. Click this tab, then choose Append Existing Job to Project to add a job already in Lightning, or choose Add New Job to Project to create a new job that ties to the project.
Due to reporting considerations, you can’t delete jobs in Lightning. But you can make them inactive. This allows you to track jobs that were lost for future reference.
To make a particular job a favorite, you do so in the main job window in the top toolbar where it says Favorite. This will allow that job to be duplicated very easily.
In your main job window, there’s a button that says Duplicate in the toolbar. This will allow you to remove items, change dates and confirm pricing before duplicating a job.
Under the Jobs tab in the main toolbar in the top left corner is a drop down. The first option under Jobs is the Job List. This gives you the option to search for a job using a number of filterable options.
Job status helps determine availability of inventory and if the job is confirmed or not. Quote Only does not affect availability and is typically a client needing pricing. Option also does not affect availability but gives you the ability to send different versions of a proposal to your clients. Tentative is a middle stage that will reserve your inventory but is not quite confirmed. Active is a confirmed job.
Yes. Any adjustments made to a job automatically populate in the change log, noting the adjustment, which user made it and the date and time of the change. You can add a manual note to the change log if necessary.
Invoicing
You can do this in a couple of places, but directly from the invoice window you have the option to email that invoice out. You can also do it from your email window.
You can include a payment link when emailing the job or invoice so the client can enter the card directly from their email account. You can also take a card in person or enter the information in manually (e.g., over the phone).
In the top right hand corner of the Job screen, you will see an invoice date. This date is modifiable depending on your security access level.
Yes. From the Inventory Manager, go to the Product Manager screen, then select the Images tab to add an image.
Warehouse
In the lower right corner of the main job screen, you will see an option for Check Out. This will take you to a window to scan out your gear. You may also go to the top left main toolbar and go under Operations to find Logistics. In the Logistics module, you can find any job you want to check out via barcode.
We have an option called Pullsheet Only while building an order. You can customize your Kits/Packages to default this way. Then when printing templates, you create/choose one that is a Pullsheet.
You can use the above Pullsheet Only option to add an item that will not be billed or seen by the client. We have a similar option called Quote Only that allows you to bill the client but not use your availability.
First, go to the check-in plan of the items that need to be repacked and scan them in on the original job. Then, click the Repack to Another Job tab, where you will enter the logistics plan or job number to find the new job and place those items in the checkout screen.
Inventory
On the main job page, the two actions that have asterisks create the logistics plans. If you enter specific times, they will be noted. If not, all items will return at 11:59 PM on the second asterisk date.
There are multiple ways to see a calendar view for specific inventory items. The easiest way is by clicking on Stock Calendar at the top of Lightning. From there, you can search for products in specific warehouses or see what’s in stock company-wide. You can also access a calendar view when searching for items in the Inventory Manager tab or when adding items to an order on the Products tab.
Option 1. From the Inventory Manager tab, you can edit a product and click on the Suggestions tab at the bottom of the Project Manager screen. This allows you to select other items in your inventory that typically go with that product.
Option 2. When on the Products page for the job, you’ll see a green plus sign next to the item that allows you to review suggested items and add them to the job.
Option 3. When selecting a product from the Show Product Search window, click the green plus sign to review suggested items to add.
A package is a set of components that can be serialized or non-serialized and go out individually or together. It doesn’t matter which items go out with which items as long as the correct amount goes out.
On the other hand, a kit is a grouping of specific, serialized items that have to go out together. Items are always rented together and never removed from a kit.
From the Inventory Manager tab, click the Designation drop down and choose New Product. Fill in the basic information—Simple Title, Commercial Name, Designation and Category. If the item is non-serialized, change that drop-down to No.
When creating your Products, you can enter a product type of Miscellaneous. This will allow these items to show while building a job under the Delivery/Misc. tab on the job. You can bring those in or create a manual item from that window as well.
No, images only show up on external documents.
You can put a kit within a package, but you can’t put a package within a package.
Check out and check in aren’t required for inventory management, so it’s best not to check an item out if you won’t be able to check it back in.
When you search for an item from the Inventory Manager page, you’ll see a column for Rented, which is the running total of how many times that item has been rented out. You can also run a number of inventory reports, including the Product Usage Report.
You can mark inventory as inactive by viewing the product in Inventory Manager and changing the status from Active to Inactive.
When you add a product, enter the sale price for the item. When you sell the item, change the time unit in the job tab to Sale. This alerts the system that the item has been sold and won’t be returning to your inventory.
CRM/Sales
As a salesperson enters a Task or Call Note from the Client Record or the Job Record, that information is tracked in the Activity Log. The Activity Log is located in the main toolbar under the Clients tab.
We have a report located in CRM Reports called the Follow Up report. Using the filters in the report will allow you to see whom you have not communicated with based on the filterable criteria.
When creating a Task from any place in the system, there’s a drop down that says User. This will allow you to select another user in your company to assign the task to. That user will get a notification to their bell in the top right corner of the system.
Routing
From your main toolbar in the top left screen, go down to Operations and then Routing. From the routing window, you can choose the route assignment. From that screen, you will see all your deliveries and pick ups to put on a route. You can also choose drivers, loaders, helpers and, of course, the truck.