Schedule & Classes


2018 Evosus Engage User Conference

Vancouver, WA | August 1st — 3rd | Vancouver Hilton
Wednesday
3:00PM — 6:00PM

Registration opens and Vendor Tables Open

6:00PM — 7:00PM

Reception

Appetizers & Open Bar Opens

7:00PM — 7:30PM

Welcome Message

Leah Williamson

7:30PM — 8:00PM

Reception Ends / Vendor Tables Close

Thursday
Evosus 101 Evosus Advanced
8:30AM — 9:20AM

Creating Value at Every Level of Your Business

Dan McManus

9:30AM — 10:20AM

Customer Profiles

Carol Wendel

Order Queues

Krissy Turner

Inventory Best Practices

David Goldhammer/David Michaels

Network Environment #1

Galen Drake

10:30AM — 11:20AM

Action Items/Notifications

Austin Duong

All Things Pending

Beth McGarry

Empowering Techs with Modern Service Practices

Nick Day

Money Tree Analysis

Leah Williamson

11:30AM — 12:50PM

LUNCH

1:00PM — 1:50PM

Big Time Savers for Retail & Service Companies

Leah Williamson

2:00PM — 2:50PM

Evosus Help Desk

Austin Duong

Returned Goods Processing

Kimberly Marcy

Inventory Replenishment

Tyler Fisher

Network Environment #2

Galen Drake

3:00PM — 3:50PM

Service Set-up

Tyler Fisher

Returned Goods Processing #2:
Recommended General Setup and Report Analysis

Kimberly Marcy

Sales Manager

Miranda Williamson

Points Rewards

Ashley Robinson

Friday
Evosus 101 Evosus Advanced
8:30AM — 9:20AM

The Evosus Product Roadmap

Emily Schmitt

9:30AM — 10:20AM

Inventory Profiles

Carol Wendel

Show Value in the Field

Miranda Williamson

Job Costing #1

Nicole Ragel

Sales Goals/Promotions

Ashley Robinson

10:30AM — 11:20AM

Accounting Set-up

Beth McGarry

Smart Scheduler

Tyler Fisher

Job Costing #2

Nicole Ragel

Integrated Water Testing

Bio-Lab

11:30AM — 12:50PM

LUNCH

1:00PM — 1:50PM

Evolution of the New Consumer

Ted Lawrence

2:00PM — 2:50PM

Employees & Security

Carol Wendel

Reduce Year End Panic

Beth McGarry

Upsize Your Sales Kits

Adrian Amposta

Pricing Pricing Pricing

Krissy Turner

3:00PM — 3:50PM

Power-up Integrations

Krissy Turner

Credit Card Reconciliation

Kimberly Marcy

Business Analytics

Alex Soubliere

The Future of Payments

TSYS

Instructors

Our Evosus Experts are knowledgeable in every aspect of Evosus Enterprise software.

Galen
Kimberly
Austin
Miranda
Tyler

Galen Drake

Kimberly Marcy

Austin Duong

Miranda Williamson

Tyler Fisher

Carol
Krissy
Beth
Adrian
Ashley

Carol Wendel

Krissy Turner

Beth McGarry

Adrian Amposta

Ashley Robinson

Our Evosus Power Users will demonstrate how Evosus can be used for business success.

AlexSoubliere
NicoleRagel
NickDay
DavidGoldhammer
DavidMichaels

Alex Soubliere

Co-owner

Friendly Fires

Nicole Ragel

Vice President

Patio Pools & Spas

Nick Day

Service Manager

Gohlke Pool Supply

David Goldhammer

Operations/IT

Aqua Quip

David Michaels

Inventory Manager

Aqua Quip

Our Keynote Speakers will inspire you to take your business to the next level with Evosus Software.

Dan McManus
Leah Williamson
Emily Schmitt
Ted Lawrence

Dan McManus

President & CEO

Evosus

Leah Williamson

VP of Client Success

Evosus

Emily Schmitt

Product Manager

Evosus

Ted Lawrence

Corporate Retail Category Manager

POOLCORP

Evosus 101

Customer Profiles

Customer Profiles

In-depth review and instruction for managing all of your business interactions with a single client in one place. Track equipment, Site Profiles, Docs/Pics, Marketing Interests, Water Tests, and more.

ACTION ITEMS/NOTIFICATIONS

ACTION ITEMS/NOTIFICATIONS

Post-it notes are the worst, greatest invention. Convenient to use, horrible to keep track of. Always have your notes at the tip of your fingers and available in customer profiles too! Action Items and Notifications offer a wide range of information that can be transferred to another employee without even leaving your desk. Reminders, restock alerts, and call messages can be monitored and reassigned within Enterprise to ensure quick responses, simple follow-ups, and inter-company communications.

EVOSUS HELP DESK

EVOSUS HELP DESK

Help!

Papa don’t preach, I’m in trouble deep!

Take a FRESH NEW LOOK at our help desk and all of the solutions to provide you with DIY instructions on day-to-day procedures.

SERVICE SET-UP

SERVICE SET-UP

Now Hiring! New to the industry and the area? Learn how to track routes and quadrants with ease including an in-depth review and instruction for managing task categories, task types and requests.

INVENTORY PROFILES

INVENTORY PROFILES

In-depth review and instruction to inform key information about your inventory items. Track multiple Vendors, Aliases, Reorder Alerts, Warranties, Sales Messaging, Item Comments, Serial Numbers, Docs/Pics, and Cost Log.

ACCOUNTING SET-UP

ACCOUNTING SET-UP

YOU'VE GOT MONEY EVERYWHERE! Posting gone awry?! Let’s talk about accounting defaults and various reasons to debit or credit your general ledger accounts.

EMPLOYEES & SECURITY

EMPLOYEES & SECURITY

Everyone is trustworthy… until they're not. Manage which parts of your business your employees have access too. Separate into groups by Managers, Supervisors, and Employees or individually per employee. Not every cashier needs to know what your annual profit is. Let us show you how to limit transparency.

POWER-UP INTEGRATIONS

POWER-UP INTEGRATIONS

Who, What, When, Where and WHY!? Make your day to day processes simpler just by turning on integrations. We are one team, with the same partners, let’s play together!

Evosus Advanced

ORDER QUEUES

ORDER QUEUES

Tired of post-it notes and loose paper all over your desk? Electronically stay organized in Evosus among all your teammates. Order Queues allow smoother communication to get WORK completed more efficiently and fluidly across your organization.

INVENTORY BEST PRACTICES

INVENTORY BEST PRACTICES

Where’s my product? David Goldhammer and David Michaels, our featured speakers, will show you how to always be in control of your inventory. This dynamic duo's primary responsibility is to focus on inventory control, product movement and purchasing. See the benefits to tracking inventory via Inter-Company Purchase Orders and Stock Transfers. With over 10 years of Industry knowledge, let them show you a system that works!

NETWORK ENVIRONMENT

NETWORK ENVIRONMENT

IT Fatigue? Keeping up with technology and your business can be overwhelming, frustrating, and at times down-right painful. We want to help you break down the communication barriers and provide you with valuable insights and understanding around network environments and WHY they are such an important piece of infrastructure to your Evosus Business Management Software.

ALL THINGS PENDING

ALL THINGS PENDING

In-depth review and instruction to on how to clear out pending returns and held transactions to ensure inventory is consistently updated and financials are correct. Where did they go and how do you stay on top of them?

EMPOWERING TECHS WITH MODERN SERVICE PRACTICES

EMPOWERING TECHS WITH MODERN SERVICE PRACTICES

Nick Day, Service Manager for Gohlke Pool Suppy, wants you to know its okay to join the 21st Century -- without the filing cabinet. For 3 years, Nick has trained, used and increased profitability simply by giving the power back to the technician with our Evosus Mobile app. Delegate the responsibility of recording tech notes, updating items on orders, and accessing customer service history all from the palm of your hand. With between 30-40 technicians using Mobile daily at Gohlke, Nick is an Evosus expert when it comes to maximizing the features of Mobile!

MONEY TREE ANALYSIS

MONEY TREE ANALYSIS

The Evosus Money Tree report is the top report used across all Evosus customers. Are you feeling out of the loop? Want to see what's popular and trending in the company?  Maybe get your hands on some tips and tricks to ensure you get the most valuable data out of the report? Then this class is for you! Join us as we dive into the details of this report and discuss the power it gives you to make important business decisions quickly.

Returned Goods Processing

Returned Goods Processing

Do your vendors/manufactures owe you money? Are you able to quickly see what open claims you have for damaged product or warranty work? Can you quickly see when you submitted the claim and who still owes you a reimbursement? This training session is jam packed with interaction and hands-on learning experiences. We’ll review how to correctly manage returned goods related to warranty work and damaged product, how to record different reimbursement types and the importance of associating reimbursements to their open claims in Evosus.

Returned Goods Processing Part 2 - Recommended General Setup and Report Analysis

Returned Goods Processing #2: Recommended General Setup and Report Analysis

So you have the basics of returned goods processing down – great! Now, let’s take it one step further! Come learn best business practices regarding warranty labor management and returned goods reporting. We’re going to dive right in and break down multiple Returned Goods reports that will help you identify which manufactures aren’t holding up their end of the warranty work agreement. I’ll show you how to leverage detailed reports to help negotiate better agreements moving forward.

INVENTORY REPLENISHMENT

INVENTORY REPLENISHMENT

Still walking around your store or warehouse to observe when inventory quantities are low or worse...just winging it? Inventory replenishment wizard can help you manage inventory levels electronically. Inventory on the shelf is necessary to maximize profit, but too many ties up your cash!!

VENDOR HOSTED - MARKETING

VENDOR HOSTED - MARKETING

Class description coming soon!

Sales Manager

SALES MANAGER

Empower Sales staff to digitally manage Action Items, Lead, Quotes, Orders & Invoices, Commissions, and Goals.

POINTS REWARDS

POINTS REWARDS

Looking for a simple, cost-effective way to entice repeat customers? Look no further. You can easily build customer loyalty and increase sales by implementing a Points Reward program for your customers! Join us as we go over step-by-step how to setup and implement points programs in Evosus. Do you have access to your Evosus from your laptop? Perfect! Bring it along and we’ll work together to set up a points program within minutes!

SHOWING VALUE IN THE FIELD

SHOWING VALUE IN THE FIELD

There is nothing worse than walking into a backyard and being surprised by what you see! In-depth review and instruction on how to build site profiles and use visit attributes to track standard maintenance services or service prompts while building tangible value in the eyes of your customer.

JOB COSTING #1

JOB COSTING #1

Nicole Ragel, a pool industry veteran and exceptional organizer from Patio Pools and Spa in Arizona, has a unique approach to job costing that will provide excellent insight into building pools. Using the Job Costing feature in Evosus, Phase One will cover how to set-up the Job, create phases, and utilize the construction manager.

JOB COSTING #2

JOB COSTING #2

Now we all know a Job isn’t complete until there is money in the bank! In Phase Two, Nicole Ragel continues sharing her knowledge regarding the accounting portion of Job Costing. Understanding your analysis reports and coding your API Invoices are two key areas Nicole will be focusing on to show how to properly close out Jobs and reconcile cost and profits.

VENDOR HOSTED

Integrated Water Testing

Class description coming soon!

SMART SCHEDULER

SMART SCHEDULER

Stop double booking and repeating trips for the same issues! Smart Scheduler provides scheduling options based on time availability, tech knowledge level and job scope, making scheduling so easy even your grandma could do it!

SALES GOALS/PROMOTIONS

SALES GOALS/PROMOTIONS

A little sales competition never hurt anybody! Come see how easy it is to implement Store and Employee Sales Goals to help employees go full force into achieving goals. We’ll also teach you how to speed up time spent at the register during sales events by using Sales Promotions to automatically mark down product and eliminate the risk of data entry errors.

REDUCE YEAR END PANIC

REDUCE YEAR END PANIC

Get to know your FINANCES before the IRS gets to know you! In-depth review and instruction over correct accounting procedures and practices, reconciling accounts payable, accounts receivable, inventory valuation, Purchases Accrued Not Due, and more!

UPSIZE YOUR SALES-KITS

UPSIZE YOUR SALES-KITS

It never fails -- customers ALWAYS manage to find the newest employee to ask about building pools, installing liners, or selling hot tubs. You can practically hear the panic in the new employee's voice. We got you COVERED! Utilizing Static and Dynamic kits allows management create a series of questions and correlating options prior to them walking in the door. List, combine, and price out detailed and customizable packages without sweaty palms. This is a class you can’t AFFORD to miss!

PRICING PRICING PRICING

PRICING PRICING PRICING

There’s nothing worse than swiping a card and then realizing you forgot the discount. Organize discounts/reports and manage inventory based on customer groups, customer type and sales promotions for optimal efficiencies for your frequent fliers!

CREDIT CARD RECONCILIATION

CREDIT CARD RECONCILIATION

During go-time, your company credit card is swiped more times than you care to admit and no one likes checking the credit card receipts. Learn how to quickly reconcile your statements inside Evosus with Credit Card Reconciliation! Using this tool will help you manage your expenses and provide valuable insight and transparency to manage your credit card liabilities.

BUSINESS ANALYTICS

BUSINESS ANALYTICS

Class description coming soon!

VENDOR HOSTED

The Future of Payments

Class description coming soon!

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Help Your Business GO BIG by learning best practices and features of Evosus Software, create connections with Evosus experts and fellow users, and learn new, inspiring ways to grow your business.

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