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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: QuoteAnywhere and the Site Survey
Tuesday, July 8th 1:00 PM – 2:00 PM EST
This webinar provides a tour of QuoteAnywhere and the sales workflows for job estimate creation, use of the onboard digital canvas for solution design, proposal and contract document signing processes, and – all from the field or, the desktop. A review of product licensing, technical requirements, configuration of default proposal and checkbox options, and how to start user of the product will be covered.
After this webinar, you will understand:
• How to configure a default proposal document and checkboxes
• User work flows to create estimates and design surveys
• Application use for your organization both mobile and desktop
Upcoming Sales User Training:
WeSuite: Engineering Review, Job Approvals, and Commissions
Tuesday, July 15th, 1:00 PM – 2:00 PM EST
Explore the nuances of the Engineering Review, collaborate with other users and engineers on projects, learn to submit and track job approvals from approvers and managers, and view estimated commission on a job.
After this webinar you will be able to:
• Collaborate with users and engineers for review and assistance.
• Submit and keep track of job status and approvals as well as how the approvals work and function
• Understand how the commission module works and calculates and where to check commission on a job.
2025 System Admin
Training Schedule
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
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
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
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
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
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
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!
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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