App Users and Manager Programs
Jump into our online learning programs as soon as possible. Choose between live sessions or our online video series. Live Sessions are capped at five participants. The sequence of sessions is carefully thought out so you get the most out of the sessions in the least amount of time. Your understanding of how the app works will help us build the app to meet the needs of your team.
Online Learning Video Series Links:
Learn How to Use Sales Builder Pro App for Managers and Sales Team
Managers - Manage Install Manager Pro Install Items and Labor Options
Recommended Live Sessions
Session 1: Learn How to Use the App |
Managers and Sales Team: This is a 60-minute session where you will build 3 proposals of increasing complexity. After completing this class, you will be ready for Learn How to Use the App Session 2. |
Session 2: Learn How to Use the App |
Managers and Sales Team - Learn how to schedule a job, adjust pricing, customize the Proposal PDF, build a Single Zone Ductless system, and personalize your quote with unique user settings App Session 2 at Your Own Pace: Video, Step-by-step instructions and downloadable presentation slides |
Session 3: Management Portal |
Managers - The Business Management Portal gives you complete visibility of the data contained in your app. You will learn how to view the status of your app, schedule appointments, submit documents to IMS, export current equipment, accessory, and add-on price books and customize accessories, materials, financing options, and Sales Presentation materials. Register for Session 3 - Learn How to Use the Management Portal |
Session 4: Pricing Engine |
Managers - Learn how to set up and manage the pricing of your equipment and services in the Business Management Portal. This session includes an introduction to Install Manager Kits. |
|
Session 5: Install Manager Pro |
Managers - Learn how to set up the Install Manager Pro Installation Kits, Categories, and Items. Register for Session 5 - Manage Install Manager Pro Installation Kits and Labor Options
|
Session 6: Deal Manager and Business Tools |
Sales Manager - Learn how to use Deal Manager. We'll look at 3 common use cases of the Deal Manager and explore the new Deal Manager features. Learn how to run a better business with real-time reporting, call volume, sales funnel, win rates, sales rep comparisons, presentation timeline, and business reports. Register for Session 6 - Deal Manager and Sales Reports
|
Session 7: eSign Tookit Upgrade |
eSign Toolkit Essentials Managers and Sales Team: Learn all about Sales Builder Pro's eSign Toolkit. From creating proposals to tracking follow-ups, this tool enables electronic signature, offers a customizable shopping cart experience, and provides real-time proposal insights to boost win rates. Register for eSign Toolkit Essentials
eSign Toolkit Management Portal
Managers: Learn how to customize the eSign Toolkit features inside of the Management Portal to fit your business needs.
|
Session 8: ServiceTitan GoLive |
Managers and Sales Team: This is a 60-minute session where you will learn about how the integration works. Attendees will build a proposal in Sales Builder Pro and then complete the process in ServiceTitan. Register for ServiceTitan GoLive
|
Register for a Live Session:
Do you need a refresher on parts of Sales Builder Pro you aren't utilizing to its fullest?
Do you have an office admin that got brought on but never participated in our live portal learning?
Unable to find a time that works for you on the existing schedule?
No problem! You can either use this link to schedule a session at your convenience: Schedule with Angela or email three preferred options to angela@imobilesupport.com, and we’ll find a time that fits your schedule.
Comments
0 comments
Please sign in to leave a comment.