Events Schedule

SPONSORED SESSION: The Power of Options by Profit Rhino

Experience Level: Any Are you in the HVAC, Plumbing and Electrical service and repair trade? Do you want to increase your average ticket size while offering your customers the same user experience on every service call? Come learn how to turn your service techs into selling techs. Profit Rhino mobile selling tool does the work...

Events Schedule

Life of a Work Order

Experience Level: Any Do you know about all the moving parts that go into a Work Order? Do you know that there are different types of Work Orders that can be used and applied to Simple, Service, and Jobs?  Come see what the benefits of each type of Work Order and know how to switch...

Events Schedule

RFS Preferences Page Overview – S2K and Vision

Experience Level: Beginner Come in for an overview of the Preference Page.  Learn how to customize your technicians and workflow procedures.  This session is geared towards a beginner, but, a refresher on system options is always beneficial.  See where forms are saved and customized how they are used. Location: Violet

Events Schedule

Processing Credit Cards Through Vision & Vision RFS

Experience Level: Any Learn how to utilize the credit card processing feature built into Vision and RFS. There will no longer be a need to run your customer’s credit cards through a different website and then enter the data into Vision! Location: Aster

Events Schedule

OnePay®: Introducing GlobalEdge’s New Credit Card Payment Gateway!

Experience Level: Any Updated security and features is always important to when it comes to credit card processing. OnePay provides the latest in staying in line with PCI compliance standards. Come learn about the new gateway features and how it helps keep your business compliant. Location: Trillium Amphitheater

Events Schedule

Flat Rate 2.0

Experience Level: Any Your flat rate options in GE are about to get a lot more powerful. The new flat rate program allows for greater flexibility in flat rate codes, and also allows for self-managed flat rate codes that can be updated on the fly. Come learn about all the new changes surrounding this widely...

Events Schedule

User Input Session: Service & Dispatching

Experience Level: Intermediate Business and industry trends are changing. Chances are, service is a very big part of your business, and we want to help you keep up with an ever-changing consumer landscape. Join the discussion and learn how your peers have leveraged GE to create service processes to help better serve their customers, and...

Events Schedule

Managing Your Fleet

Experience Level: Intermediate Utilize Fleet Maintenance to manage your vehicles… – Creating a vehicle service order vs. regular service order – Referencing vehicles in AP entry – Creating purchase orders to vehicles – Creating service orders for vehicles – Use of the crawler for scheduled maintenance – Use of new crawler for insurance, inspection and...