During these complimentary 30 minute sessions the SWRemote Training Team will walk you through the course agenda. You will able to ask questions and interact with the trainer. These courses are open to anyone and will be offered monthly.
Webinar: Managing Parts on the Job without Managing Inventory
In this class you will learn how to identify parts on the job and then run reports in SuccessWare21 to identify what each service technician used – without using the inventory module in SuccessWare21.
Webinar: How to Continue a Job and take a Deposit
In this class you will learn how to collect a deposit on the device, continue the call, and have the service technician use that deposit on the return visit.
Webinar: How to Continue a Job with a New Invoice
In this class you will learn how to complete the first job, post the invoice, and add a new invoice to continue the job at a later date. This way you can post the revenue to the current time period.
Webinar: Utilize Price Levels to Show Discounts
In this class we will explore using price levels in SuccessWare21 to show discounts for club memberships, second task rate, and warranty to present the savings to the customer.
Webinar: Capturing Information Using Custom Forms
In this class we will discuss setting up custom forms for capturing additional data on the job such as efficiency reports and plumbing inspections. We will then use these forms in the device to capture the information on the job.