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WennSoft is the field service and construction management leader.
 
 

 
 

Join us every Thursday, February 15 through March 14 for our WennSoft ISV Days webinar series. This five-day event consists of twenty 30-minute educational webinars from some of the industry’s top ISVs.

If you cannot participate in the live events, simply register, and we'll send you the webinar recording.

Navigate the webinar schedule below by day and topic.

DAY 1
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Thursday, February 15
Solutions for AP Automation, Document Management, and Marketing Automation
ALTEC • Metafile • Yooz • ClickDimensions

DAY 2
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Thursday, February 22
Solutions for Inventory Management, Distribution, and Tax Automation
Netstock • Cavallo • Panatrack • Avalara

DAY 3
_

Thursday, February 29
Solutions to Enhance Financial and Operational Reporting, Electronic Document Distribution, and Consolidation Accounting
eOne • Liaison • Nodus • Binary Stream • AccountingWare

DAY 4
_

Thursday, March 7
 Solutions to Enhance Your Service and Project Operations, and Customer Experience
Quadra • XOi • DynamicPoint • wsTools • Azuga

DAY 5
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Thursday, March 14
Solutions to Enhance Payroll and Cloud Hosting
PowerGP Online • Enavate

 
 

DAY 1
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Thursday, February 15
Solutions for AP Automation, Document Management, and Marketing Automation

 

10:00 am -10:30 am

 

Automate AP in 2024 and Boost Your WennSoft Capabilities

Streamline your business processes, improve efficiencies, and reduce costs in accounts payable ASAP! Attend this session to learn how DocLink extends Wennsoft’s Job Cost and Equipment Manager modules, helping to automate manual AP and job costing processes. DocLink’s tight integration with WennSoft allows users to access and process electronic documents seamlessly from their WennSoft screens for greater productivity.

Join us to hear how several WennSoft-DocLink users have achieved success by going paperless and touchless in AP.

Thursday, February 15
10:00 am - 10:30 am

 

11:00 am - 11:30 am

 

Automating Accounts Payable and More with AI-Enabled AP Automation from MetaViewer

In this presentation we'll explore how an artificial intelligence (AI) enabled AP Automation solution can benefit businesses’ accounts payable operations. By providing intelligent functionality like Data Extraction, Touchless Invoice Processing, and Consistent Workflows, companies can reap many benefits. Our automation expert Doug Bertram will demonstrate how MetaViewer:

  • Is tightly integrated with your Job and Service Costs

  • Eliminates manual data entry

  • Streamlines approval workflow

  • Reduces costs

And more!

Thursday, February 15
11:00 am - 11:30 am CST

 

12:00 pm - 12:30 pm

 
 

The Most Powerful Duo: Yooz and MS Dynamics GP

See how Yooz AP automation and MS Dynamics GP integrate for the ultimate tool in your AP management.

AP Automation expert Liz Hysell will take you through the Yooz system and demonstrate how the ultimate pairing with your MS Dynamics GP solution brings you even more value. Have data effortlessly flow between Dynamics GP and the most advanced purchase-to-payment (P2P) automation solution on the market. 

Customer-backed, Yooz AP automation streamlines invoice and payment approval processes and brings maximum efficiency to your organization. Seamlessly integrating with MS Dynamics GP, Yooz is ready to work for you

Thursday, February 15
12:00 pm - 12:30 pm CST

 

2:00 pm - 2:30 pm

 
 

Marketing Automation with ClickDimensions

Join us for an overview of the ClickDimensions Marketing Automation platform for Dynamics 365/Power Platform.  We’ll talk through the many great features of a native marketing solution and learn some marketing tips and tricks along the way.

Thursday, February 15
2:00 pm - 2:30 pm CST

 
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10:00 am -10:30 am

 

Maximize Inventory Health with Netstock & MS Dynamics GP

The health of your inventory significantly influences business processes and, ultimately, your financial outcomes. The exciting news is that we’ve found an ideal inventory solution to strengthen your business and ensure its optimal performance—Netstock.

Join us for a 30-minute webinar where inventory specialist Warren Owen will demonstrate how Netstock seamlessly integrates with MS Dynamics GP and will help your business to:

  • Free up working capital tied up in excess stock

  • Maintain customer service levels by minimizing stock-outs

  • Save time on planning, forecasting and ordering

  • Adapt planning to changes in supply and demand

Register today and take a proactive step in nurturing the well-being of your inventory with Netstock.

Thursday, February 22
10:00 am - 10:30 am CST

 

11:00 am - 11:30 am

 

Cavallo’s WennSoft Connector - Bring WennSoft’s Job Cost and Service Management Data Together in SalesPad by Cavallo

The Cavallo WennSoft Integration brings WennSoft’s Job Cost and Service Management data together in SalesPad by Cavallo® to simplify your sales process so you can focus on more critical tasks. Stop manually updating your orders. Data about jobs and service calls are included automatically, increasing visibility across your operation.

In this webinar, you will learn -

  • How you can easily manage the sales process for your jobs and service calls from SalesPad

  • How to quickly find job and service call information without leaving the context of your sales documents

  • How to simplify sales and customer service by consolidating data where it’s needed

  • How to manage inventory related to jobs and service calls

Thursday, February 22
11:00 am - 11:30 am CST

 

12:00 pm - 12:30 pm

 
 

Taking Control of Your Inventory, Tools & Equipment 

Join us for a tour of the PanatrackerST Tool and Equipment tracking solution. We will demonstrate key features such as check-out/check-in, maintenance, moves and transfers. PanatrackerST delivers visibility to the ‘who-what-where’ for your tool, equipment, asset, and inventory tracking. The PanatrackerGP Solution, which offers an integrated solution for barcoding alongside Dynamics GP and WennSoft, will also be reviewed. 

We invite you to bring us your tracking challenges.

Thursday, February 22
12:00 pm - 12:30 pm CST

 

2:00 pm - 2:30 pm

 
 

Navigating Sales Tax Compliance with Ease: A WennSoft GP User's Guide

Join us for a 30-minute webinar where we dive into the dynamic Sales Tax landscape tailored specifically for WennSoft GP Users. Discover efficient sales tax compliance solutions designed to streamline your processes. We'll explore how your business can stay ahead of the curve and ensure compliance effortlessly with Avalara tax compliance solutions and WennSoft.

Thursday, February 22
2:00 pm - 2:30 pm CST

 

 
 

DAY 3
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Thursday, February 29
Solutions to Enhance Financial and Operational Reporting, Electronic Document Distribution, and Consolidation Accounting

 

10:00 am -10:30 am

 

SmartLists 3.0 - How Popdock Delivers Access to Your Dynamics GP Data and Beyond

Explore the future of data management with Popdock, the cutting-edge successor to SmartLists. In this session, discover how Popdock revolutionizes data retrieval and analysis, going beyond the limitations of traditional SmartLists. These aren't "your father's SmartLists" - experience a new era of efficiency and capabilities for end users to perform ad-hoc queries of their data. Popdock empowers users to seamlessly connect, visualize, and even manipulate data from various sources in real-time. Unleash the power of customization and dynamic reporting, making data-driven decisions faster and more accurate than ever. Join us to delve into the capabilities that redefine SmartList functionality and propel your data management both now and into the future.

Thursday, February 29
10:00 am - 10:30 am CST

 

11:00 am - 11:30 am

 

Automated Business Form and Report Distribution with Liaison Messenger EDD

Liaison Messenger EDD

Using your existing Wennsoft & Dynamics GP reports and existing print procedures, Messenger EDD allows you to create unique scripts for your business forms and report distribution allowing for automated batch emailing, built-in archiving, and distribution to customers, vendors, internal employees, warehouses, etc. all based on the data being processed and the pre-determined rules you create upon initial setup.

A key feature of Liaison Messenger EDD is its ability to attach supporting documents to outbound and archived documents. For example:

  • Attach WennSoft call summary report to invoices in one PDF

  • Attached invoices listed on statement to the statement in one PDF

Thursday, February 29
11:00 am - 11:30 am CST

 

12:00 pm - 12:30 pm

 
 

Improve Your Accounts Receivable Process for Microsoft Dynamics

Are you spending too much time and effort collecting payments from your customers? Join Nodus in discovering how you can…

  • Simplify the collection process for both you and your customers

  • Securely process payments, directly from Microsoft Dynamics

  • Provide your customers the convenience of self-service payment options

  • And more!

Thursday, February 29
12:00 pm - 12:30 pm CST

 

3:00 pm -3:30 pm

 
 
 

Replace Management Reporter with ActivReporter

Have you ever wished you could make your GP financial reports in Excel?  So did we, so we created ActivReporter! ActivReporter provides a special set of functions in Excel that allow you to produce Dynamics GP financials directly in Excel. If you've already invested time in your Management Reporter row definitions, you can import them to use in your ActivReporter reports.  And ActivReporter is more than just financial reporting! It includes swift SmartList-like views for your chart of accounts, journal entries, and journal entry details that make GL research a breeze. Join our webinar to learn how to get started with financial reporting in ActivReporter.

Thursday, February 29
3:00 pm - 3:30 pm CST

 

 
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DAY 4
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Thursday, March 7
 Solutions to Enhance Your Service and Project Operations, and Customer Experience

 

10:00 am -10:30 am

 

Streamlining Your Service Call and Maintenance Contract Quoting Process

In today’s competitive HVAC and mechanical service industries, customers want immediate service and transparency. In this webinar, learn how WennSoft users are leveraging Quadra, a fully integrated quoting solution, to streamline their sales process and get detailed quotes in the hands of customers more quickly and accurately.

Using Quadra’s mobile Service Call Quoting and Equipment Surveying application integrated with WennSoft MobileTech, estimators and technicians can quickly communicate equipment and repair details, create quotes from the field or the office, and obtain customer approval on the spot. Taking the customer relationship one step further, Quadra’s integrated Maintenance Contract Quoting solution allows estimators to build customized maintenance service contracts according to customer requirements and budget, leveraging a pre-defined equipment and tasking library. Once the maintenance requirements are selected, a formal proposal is instantly generated for customer review and approval. Finally, with the push of a single button in Quadra, the maintenance contract and associated tasks are instantly created in WennSoft Signature.

  • No more duplicate data entry.

  • No more complex spreadsheets.

  • No more errors and pricing inconsistencies.

Join us to see how Quadra compliments WennSoft to save valuable time and money while differentiating your company from the competition.

Thursday, March 7
10:00 am - 10:30 am CST

 

11:00 am - 11:30 am

 

Elevating Your Field Service Value with XOi

Service leaders are combining field data with AI and machine learning tools to increase revenue, improve customer service, and accelerate innovation. Join this session to hear how WennSoft customers can utilize the XOi integration to collect equipment insights, improve training strategies, and empower technicians of all experience levels.

Thursday, March 7
11:00 am - 11:30 am CST

 

12:00 pm - 12:30 pm

 
 

Create a WennSoft Portal Using Office 365 SharePoint

Discover how Office 365 SharePoint and DynamicPoint can be used to provide your customers, vendors, or employees a WennSoft integrated portal.

In this session, we will cover:

  • DynamicPoint’s Portal that offers 24-7 access to service management, job cost, and equipment management all from within Office 365 SharePoint

  • Increasing efficiency of customer service and field service departments, while saving money, by enabling clients and partners to access their own data online or through a mobile app

  • Enabling the creation of service calls, generation of call summary reports and payment of invoices

  • Leveraging your existing investment, including the use of Office 365 and MobileTech, while promoting a work-from-anywhere environment

  • Introducing the use of Power Automate workflows to automate entire business processes right from your SharePoint portal

All levels of Office 365 experienced users are welcome. We will begin with an introduction of these concepts for those who are new to Office 365 technologies while diving into more details for avid users.

Thursday, March 7
12:00 pm - 12:30 pm CST

 

2:00 pm - 2:30 pm

 
 

Extend your Value of GP and WennSoft with wsTools

wsTools has so many features to help Dynamics GP and WennSoft users do their work more efficiently. In this 30-minute presentation, we will cover what wsTools are available to you and how to get your hands on them. See you there!

Thursday, March 7
2:00 pm - 2:30 pm CST

 

3:00 pm - 3:30 pm

 

Safe Fleet = Efficient Business

Learn how efficient businesses maximize safety in their fleets. Harness the power of GPS, AI safety cameras, vehicle diagnostics, and driver rewards with fleet tracking.

The new Signature Telematics, powered by Azuga, is integrated into Signature Schedule to show vehicle locations in near real-time.

Thursday, March 7
3:00 pm - 3:30 pm CST

 

 
 

DAY 5
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Thursday, March 14
Solutions to Enhance Payroll and Cloud Hosting

 

11:00 am -11:30 am

 

You CAN have it all! Keep your Dynamics GP and be in the CLOUD!

Have you been told that moving to the cloud means leaving Dynamics GP behind?  We will bust that myth and show you several options for taking the Dynamics GP system that you know and love to the cloud without disrupting your business or losing your data. If you have anxiety about what a move to the cloud might mean for your accounting team, this is the session for you!

Thursday, March 14
11:00 am - 11:30 am CST

 

3:00 pm - 3:30 pm

 

Shift to the Cloud with Enavate

When you decide to shift to the Cloud, picking the right partner can make all the difference between stalling out early or reaching new heights. Enavate understands the intricate requirements of Microsoft and Wennsoft applications systems and can provide tailored solutions for Microsoft Dynamics ERP, Signature and BOB. Our expertise ensures a seamless transition to the Cloud, enabling you to leverage the scalability, cost savings, security, accessibility, and collaboration benefits that our Enavate Cloud, powered by Microsoft Azure, offers. Trust us to handle the hosting of your applications, allowing you to focus on your core business activities while we take care of the technical aspects and provide you with a reliable and efficient Cloud infrastructure.

Thursday, March 14
3:00 pm - 3:30 pm CST

 
 
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