Webinars

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 Sales User Training:

WeSuite: Reporting and Forecasting!

Tuesday, August 20th, 1:00 PM – 2:00 PM EST

Register now!

Unlock the full potential of WeSuite’s reporting and forecasting capabilities in this webinar. Explore standard reports, gain an understanding of the Universal Reporting Grid, and learn more about forecasting within our system.

After this webinar, you will have learned to:

  • Get the most out of standard reports and how to generate them.
  • Understand the URG and how to track your data
  • Navigate various types of forecasting within our system as well as the different types you can use

Upcoming System Admin Training:

WeEstimate: Review of Program Options

Tuesday, August 13th, 1:00 PM – 2:00 PM EST

Register now!

Gain a comprehensive understanding of WeSuite’s Program Options with review of key application features including: data list control in “Appearances”, Financial Calendar, Forecasting, General Options, Global Grid Rights, Labor Categories, Markups, and Program Rights to configure controls for your users.

After this webinar, you will be able to :

  • Utilize specific areas of Program Options to benefit your users
  • Utilize the Appearances tab to customize aspects of your system
  • Understand how Program Options impacts overall system configuration

Sales User
Training Schedule 2024

Join us for a detailed lesson on WeSuite’s Universal Reporting Grid (URG) reports in WeEstimate and WeOpportunity. Covering the versions of both tools, you’ll learn to set up efficient data views, and export reports seamlessly to Excel and your local machine.

After this webinar you will be able to:

• Navigate the URG in both WeEstimate and WeOpportunity exploring what both versions have to over
• Create views to allow you to custom-tailor the data to your needs
• Export your reports to Excel and store them on your local machine

Register now!

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 with and utilize the WeSuite Academy
• utilize the WeSuite Knowledge Base to answer questions
• initiate and review WeSuite Support tickets

Register now!

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 have:

• Various tips and tricks within WeEstimate to cut back on proposal time
• Knowledge of the WeOpportunity interface and how to optimize it
• A pipeline overview of our host of products
• A sneak peek at things coming down the road

Register now!

Gear up for a successful 2025 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

Register now!

System Admin
Training Schedule 2024

Join us for a comprehensive review of the System Configuration menu for configuration and creation of Regions and Offices, Group Rights, User Setup: People Manager, Thresholds, Grid Rights, Labor Rights, and assignment of Commission and Approval Systems (both require use of Add-On Module).

After this webinar, you will be able to:

• review and configure Regions and Offices
• configure burden rates, assign labor categories and cost/sell rates
• create new Users and assign User Rights
• utilize and configure Group Rights

Register now!

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 with and utilize the WeSuite Academy
• utilize the WeSuite Knowledge Base to answer questions
• initiate and review WeSuite Support tickets

Register now!

Would you like to automate commission calculations 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 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

Register now!

Have you ever had a job go south because it wasn’t reviewed before the customer signed? This webinar focuses 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’ll 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

Register now!

Watch Recordings of Past Webinars:

Sales Users

System Administrators

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