Live Training Sessions
Our team leads daily Wise Up webinars to help you get the most from Lightning. Enhance your knowledge, get your questions answered and learn from the experts.
Tuesday, June 23
10-10:45 AM (PT)
Maintenance & QC
Serialized & Non Serialized
Reporting
Automatic QC on check-in
Wednesday, June 24
10-10:45 AM (PT)
Transaction Pro to QuickBooks
Full Integration
Desktop or online
Thursday, June 25
10-10:45 AM (PT)
IntelliSign
E-Signature or in-person signature capture
Job level and global reporting
Tuesday, June 30
10-10:45 AM (PT)
Custom Columns & Advanced Filters
Custom views and filters
User and page specific
Wednesday, July 1
10-10:45 AM (PT)
Full Demo
Full tour of IntelliEvent Lightning
Includes Job Entry, CRM, & Logistics
Thursday, July 2
10-10:45 AM (PT)
360 Payments Integration
Credit card and ACH processing
Email secure links to Clients
Card terminals available
Tuesday, July 7
10-10:45 AM (PT)
Kits
Save time by bundling serialized assets for a quick check out
Permanent and temporary
Wednesday, July 8
10-10:45 AM (PT)
Credits & Shorts
Applying overpayments to Client Ledger
Lost & damaged items
Thursday, July 9
10-10:45 AM (PT)
Email Templates
Used for frequent messaging
Set up across multiple pages
Can pull in shortcodes
Tuesday, July 14
10-10:45 AM (PT)
Substitutions & Suggestions
Setting up replacement items
Upselling with recommended items
Wednesday, July 15
10-10:45 AM (PT)
Full Demo
Full tour of IntelliEvent Lightning
Includes Job Entry, CRM, & Logistics
Thursday, July 16
10-10:45 AM (PT)
Files & Documents
Reporting to track expiration dates
Linking a Document to a File
Tuesday, July 21
10-10:45 AM (PT)
Projects & Favorites
Bundling several Jobs
Job template for quick duplication
Thursday, July 23
10-10:45 AM (PT)
Project Management
Add-on module to keep track of job-related tasks
Global reporting
Tuesday, July 28
10-10:45 AM (PT)
Check Out/In
Live location of assets
Overpacking & Items Not Returned
Wednesday, July 29
10-10:45 AM (PT)
Full Demo
Full tour of IntelliEvent Lightning
Includes Job Entry, CRM, & Logistics
Thursday, July 30
10-10:45 AM (PT)
360 Payments Integration
Credit card and ACH processing
Email secure links to Clients
Card terminals available