Virtual Learning Opportunities
Formerly Claims Connect™️ and Mobile Claims®
Claims Workspace & Estimate Weekly Topic Focused Webinars
Click the registration links below to get started.
Registration Links | Descriptions |
Do you want better diagramming skills? Do you want to be quicker and more precise? Join us for a one-hour instructor led webinar as we delve into diagramming interiors to review: - Freeform and Vertex Mode - Ceiling, Stair, and Wall Editors - Openings and Blocks - Background blueprints | |
Do you want better diagramming skills? Do you want to be quicker and more precise? Join us for a one-hour instructor led webinar as we delve into diagramming roofplans & exteriors to review: - Roofplans - Exteriors - Background Blueprints - Ariel Imaging / Superimpose | |
Do you want to improve your estimating speed and accuracy? Join us for a one-hour instructor led webinar on the following: - Assemblies - Batches - Apply to Multiple Rooms - Subroom Features - Rollout calculator/ Red Quantity number | |
Do you want to enhance your skills and increase speed when finalizing your estimate? Join us for a one-hour instructor led webinar on the following: - In-line Editing - Search & Replace - Grouping & Options - Adjusting Columns - Summary, Recap, Totals | |
Do you want to understand how to efficiently tackle your revisions? Join us for a one-hour instructor led webinar on the following: - Creating a Revision - Viewing Options - Finalization - Print Options | |
Can you quickly find everything you need in the database? Do you want to improve your efficiency with navigation? Join us for a one-hour instructor led webinar as we dive into the database to practice the following: - Search Methods - Filters - Favorites - Find Related Items - Replace Items - Rollout Calculator | |
Do you want to understand how to efficiently tackle your revisions? Join us for a one-hour instructor led webinar on the following: - Adding and Editing Forms - Uploading Documents - Photo Management - Printing Options | |
Do you want to identify your claim files faster by setting up filters in the claims, assignments, and estimates tabs? Join us for a one-hour instructor led webinar as we dive into the New Search to learn how to: - Utilize search options - Configure columns to your specific needs - Search for claims, assignments, or estimates based on user defined criteria - Modify and save lists | |
Do you want to learn how to pull data that tells an accurate story of your business processes while increasing your efficiency by saving and scheduling reports? Join us for a one-hour instructor led webinar as we dive into the Report Builder and explore how to: - Choose the Theme based on needed data - Set filters - Select Fields - Make modifications - Save & Schedule | |
Do you understand how to use Workspace in your daily work? Do you want to be more efficient with your claim management? Join us for a one-hour instructor led webinar as we explore Workspace and practice: - Navigation Efficiencies - Claim File Navigation - Updating the Claim File | |
Do you want to build an estimate directly in Claims Workspace? Did you know you can create an estimate in Claims Estimate (formally Desk Adjuster) within Workspace by answering a series of questions? Join us for a one-hour instructor led webinar to learn how to: - Create an estimate based on peril - Review and revise the estimate - Learn about Repair Routes - Estimate Review & Editing |
DASH Role Based Webinars
RBW Title | Descriptions |
This training is specifically designed for those who are utilizing QuickBooks Desktop and our Dash Account 3 integration tool. Duration 1 hour. | |
This training is specifically designed for those who are utilizing QuickBooks Online and the Dash Account 4 integration. Duration 1 hour. | |
This webinar will teach the fundamentals of using the BI Reporting Tool. You will learn to create a basic report and add columns, filters, and general formatting. This is an interactive webinar, and questions are welcomed. Duration 1.5 hrs. | |
This webinar will go over basic navigation of the calendar tool, utilizing calendar views, as well as using the calendar in the Mobile App. Duration 1 hour. | |
This webinar will help Coordinators understand how to use the Job Dashboard, the Compliance Manager and create reports that will help them be successful in their position. Duration 1 hr. 15 mins. | |
Please join us for an exciting new webinar where we will demystify creating workflows. This is also a great webinar for anyone looking to customize existing workflows. We will be sharing some proven Tips & Tricks that will make your workflows more efficient and logical for your organization. Duration 1 hour. | |
This webinar is intended for new DASH users. We will go over basic navigation of DASH (Web application) as well as how to create a job and utilize the Job Slide-board. We will also discuss user preferences, emailing in DASH, basic navigation of the Job Dashboard and Compliance task via the Web application. Duration 1.5 hours. | |
This training will go through the steps to easily create your own customized documents using the new Document Generator. Duration 1 hour | |
This webinar will cover dispatch text to clients for pre-arrival photos, notes documents, team member estimated arrival times with clients, text message alerts upon arrival, and job completion with customer feedback. We will also discuss how the Photos & Event Flow fall into a homepage for the single source content. Duration 1 hour. | |
This webinar will go over the barcode system and how to set up new pieces of equipment in your inventory as well as new locations/vehicles. We will also discuss how to move equipment and create reports. Duration 1 hour. | |
This webinar will cover utilizing the Job Slide-board, how to create and manage your homepage, understanding the Job Dashboard and using the Calendar. Duration 1.5 hours. | |
This webinar will highlight the various ways to bring estimates into DASH, how to manage and manipulate Work Orders to build out purchase orders for our subcontractors, using the Work Order Master and the Accounting section on the Job Slide-board. Duration 1.5 hours. | |
Coming Soon | |
This webinar will help Field Technicians and anyone who uses the Mobile App. We will share efficiency tips and show you how to navigate the app quickly to upload photos, documents, and notes. Duration 1.5 hours. | |
This webinar will go over how to track work hours, labor costs, and overall performance of your entire mobile workforce. You will learn how to customize and configure pay rates, pay periods, and activity codes to make it fit your workflow, and analyze true profitability with real-time reporting. Duration 1 hour. |