Upcoming System Administrator Training

WeEstimate: Groups & Group Rights Refresher

In our next webinar…

This session reviews system configuration settings at the Region and Offices level within your system. Full review of settings that enable specific default cost settings and provide flexibility needed in setting labor categories and rates, difficult factor, recurring services, and others.

After this webinar, you will be able to:

  • Understand Region & Office Configuration Settings
  • Configure default Region Calculations
  • Modify Office level settings

    SYSTEM ADMINISTRATOR WEBINAR

    WeEstimate:

    Region & Office Configuration

    Tuesday, May 11th

    1:00 PM – 2:00 PM EST

    Upcoming WeSuite System Administrator Training Schedule

    WeSuite

    Tuesday, June 8

    1:00 PM – 1:45 PM EST

    Best Practices On/Off Boarding Users

    WeSuite

    Tuesday, Oct 12

    1:00 PM – 1:45 PM EST

    Sales Reporting to Support Company Goals

    WeOpportunity

    Tuesday, July 13

    1:00 PM – 1:45 PM EST

    WeOpportunity Advanced Settings & Features

    QuoteAnywhere

    Tuesday, Nov 9

    1:00 PM – 1:45 PM EST

    QuoteAnywhere & the Site Survey Config Overview

    WeSuite

    Tuesday, Aug 10

    1:00 PM – 1:45 PM EST

    2021 Free Education Tools & Support Best Practices

    WeSuite

    Tuesday, December 14

    1:00 PM – 1:45 PM EST

    WeEstimate: Commission Overview

    WeEstimate

    Tuesday, Sept 14

    1:00 PM – 1:45 PM EST

    Program Options Tips & Tricks

    Watch Recordings of Past Webinars:

    WeSuite

    Tuesday, April 13

    WeEstimate: Group and Group Right Refresher

    WeEstimate

    Tuesday, December 8

    WeEstimate Program Options Tips & Tricks

    WeEstimate

    Tuesday, August 18

    WeSuite Free Education Tools!

    WeEstimate

    Tuesday, March 9

    WeSuite SedonaOffice Integration Review

    WeEstimate

    Tuesday, Nov 11

    Sales Reporting to Support Company Goals

    WeSuite

    Tuesday, July 14

    Region & Office Config Defaults

    WeEstimate

    Tuesday, Feb 9

    Proposal Editor Configuration & Presentation Review

    WeSuite

    Tuesday, October 13

    WeEstimate: Automated Calculation Configuration

    WeOpportunity

    Tuesday, June 16

    System Settings: Groups & Group Rights

    WeOpportunity

    Tuesday, Jan 12

    WeOpportunity System Configuration

    WeEstimate

    Tuesday, September 8

    Automated Approvals Module Configuration Review

    WeSuite

    Tuesday, May 12th

    On-boarding and Off-boarding Users