WeTeach! YouLearn!
Attend a WeSuite Webinar.
Whether you’re a WeSuite system admin, sales manager, or salesperson, we’ve got webinars galore! Brush up on your software skills and master new ones. Our live webinars, taught by resident WeSuite experts, will help you get the most from your sales management solution. Can’t make it live? Past webinars are available on demand. All content is free to WeSuite clients.
Upcoming System Admin Training:
WeSuite: User Education Tools to Improve Your Experience
Tuesday, October 14th 1:00 PM – 2:00 PM EST
Explore the wealth of free educational content and tools provided by WeSuite to help you and your users sell more efficiently and accurately. We will review where to find the webinar schedule online, past webinar recordings, the WeSuite Academy for user training, and the WeSuite Knowledge Base and Support Site. Discover how these empower your knowledge and user experience.
After this webinar, you will be able to:
- Locate and review WeSuite webinar postings
- Register and utilize the WeSuite Academy
- Utilize the WeSuite Knowledge Base to answer questions
- Initiate and review WeSuite Support tickets
Upcoming Sales User Training:
WeSuite: Free Education Tools
Tuesday, October 21st, 1:00 PM – 2:00 PM EST
Explore the wealth of free education tools offered by WeSuite in this webinar. See where to find past webinars and the webinar schedule, utilize the educational resources from WeSuite Academy, tap into the Support Site, and discover even more tools designed to empower your learning experience.
After this webinar, you will be able to:
- Find our Webinar postings
- Utilize the WeSuite academy
- Find the Support Site to quickly solve problems and more!
2025 System Admin
Training Schedule
Would you like to automate commission calcuations during the estimating process? This webinar provides an in-depth review of the WeSuite Commission Management System Module. We will review the features supported for: commission plan rules, calculations, assignment of plans, viewing estimated commission within Estimates, on the URG, and Commission reporting at the Commission Universal Reporting Grid (URG).
After this webinar, you will know understand:
• The variety of commission calculations supported
• The basics of commission plan creation
• Assignment of commission plans to users
• Review of estimated commissions within the application
Have you ever had a job go south because it wasn’t reviewed before the customer signed? This webinar focus’ on the Automated Approval Module to enable pre-sale estimate reviews based on data such as: total sale price, gross profit margin, labor, or parts included on jobs, the job type, and more. Use of a post-sale approval for final review before winning jobs ensures passing the right information to finance, installation and operations for delivery excellence. We will demonstrate creation of approval plans with unique triggers and permissions, the tie to User Thresholds, default approval plans for Regions/Offices, and assignment of plans to Users.
After this webinar you will be able to:
• Identify how use of Automated Approvals will improve your sales
• Understand approval plan ‘triggers’ and User Thresholds
• Consider approval plans for different sales users
2025 Sales User
Training Schedule
Elevate your WeSuite experience with a dive into best practices. This webinar is full of valuable insights, from time-saving tips and tricks in WeEstimate to optimizing the WeOpportunity interface, to an overview of all WeSuite has to offer!
After this webinar, you will know:
• Various tips and tricks within WeEstimate to cut back on proposal time
• Navigation of the WeOpportunity interface and how to optimize it
• A pipeline overview of our host of products
• Sneak peak at things coming down the road and much more!
Gear up for a successful 2026 with WeOpportunity! In this focused webinar, easily review past and upcoming year reports, efficiently close out Opportunities and Jobs, harness data to set Sales and RMR Goals, and create impactful Prospecting Activities and Monthly Goals. Fill your Prospecting Pipeline and Dashboard strategically for a year of sales triumph!
After this webinar, you will be able to:
• Easily review Reporting of the past and upcoming year!
• Work through Opportunities and Jobs that are ready to be closed out!
• Use data to set Sales and RMR Goals
• Create Prospecting Activities & Monthly Goals
• Fill your Prospecting Pipeline & Dashboard
Watch Recordings of Past Webinars:
System Administrators
Sales Users
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