Events Schedule

Meet Your Team Member: Meet One-On-One with a Davisware Team Member

Book your 20-minute meeting with a team member here! Click on the person’s name below to go to their Calendar. Days/Times: Monday, April 8th 7:30AM CST 7:50AM CST 8:10AM CST 8:30AM CST Wednesday, April 10th 1:30PM CST 1:50PM CST 2:10PM EST *Please do not book more than ONE 20-minute block with the same team member GlobalEdge – Location: Linden Ballroom...

Events Schedule

Lunch

Location: Burnham Dining Room

Events Schedule

(Repeat Session) Inventory Replenishment

Experience Level: Intermediate If you aren’t using the replenishment program to help replenish your warehouses, you’re missing out! We’ll take a closer look at replenishment, including a brief overview of all the reorder methods GlobalEdge supports (Min/Max, Order Point, Class) along with a review of the replenishment process including: – Run through replenishment report creation...

Events Schedule

MapView Scheduling

Experience Level: Any MapView dispatching is quickly becoming the preferred method of dispatching for GlobalEdge customers! MapView plots your unassigned Service Orders visually in conjunction with your technician vehicles to determine optimum scheduling. We will review: – Basic use of MapView dispatch boards and best practices – Creative use of MapView dispatch boards to assist...

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Investigating & Research Tools/Tips

Experience Level: Any Learn how to become a Super Sleuth! This session will take you through research scenarios where you will learn about the Status and System Logs, Transaction and User Login History, as well as recommended Reports and Audit Trails. Location: Hollyhock

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RFS: Labor Entry Options

Experience Level: Any Let’s face it: getting an accurate picture of direct and indirect labor costs from the field has always been a challenge. With Remote Field Service, you have several options to make this process as simple as possible for your business. In this session, we explore the different options available for capturing time...

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Service Invoicing: Do You Know All the Options?

Experience Level: Intermediate There are many ways to invoice your customers! Come to this session to review the invoicing features in the Service Module: – Split SO Billing – Linked SO (Parent/Child) – Reopening SO’s – SO Auto Billing Location: Violet

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Cash Management Tools & Reporting

Experience Level: Intermediate Learn how to streamline your Accounting Processes with: Recurring AP, Voucher Adjustments/Corrections, and the Accounts Receivable Dashboard. Amaze your boss with daily cash flows and projections – these functions will help you automate your cash management procedures. Location: Hollyhock

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Sales Management Module: Are You Using This Module to its Fullest Potential?

Experience Level: Any Come learn from the best! Do you really use the Sales Management Module to its fullest potential? Are you managing your sales leads and prospects properly? Join this session to learn how to use this module, even if you are not a full-blown sales person! We also want to hear from you...

Events Schedule

Spreadsheet Server: A Closer Look at Operational Reporting

Experience Level: Advanced With Spreadsheet Server, you can build reports to suit any business need imaginable, such as service agreements, inventory management, barcoding, sales management and more! Once you’ve built your criteria, see how easy it is to interact with your data right from the comfort of Microsoft Excel! Location: Arrowhead