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GROWTH SERIES

Your growth is our priority.
On our monthly release webinar we take a deep dive into solutions to common industry problems, find solutions & give you executable take aways.

#23 - DATA SETS IN REPORTING

See the latest data sets in action and learn use cases to implement these in your business.

#22 - LEADING YOURSELF

Essential Energy Skills & Attitudes for Top Performers

Whether you're a leader or an emerging talent, this session is designed to help you  or your team excel.

Key Takeaways:

  • Build your skillset to prepare yourself for the next steps in your career
  • Empower your team to achieve their full potential
  • Apply a Time Management Matrix for instant impact.

#21 - WORK ORDERS (beta)

Be one of the first to utilize our new work order functionality! It is currently in beta and we want your feedback! 

In this month's Growth Series, we cover how to enable this for you and your team, The existing functionality, and how it will integrate with Quickbooks. 

Don't forget to tell us what you think!  Take our two-question survey or email us directly with your feedback!

#20 - ZAPIER TRAINING

Learn everything from connecting Zapier & creating your first Zap to intermediate use case scenarios and configurations in our new Zapier Training. 

Check out the full Training Module Now!

Want more information?

Schedule a call with our Customer Success team

 

www.xlrestorationsoftware.comhubfsIntegrationsZapierIntegration Feature Images

#19 - REPORTING SPOTLIGHT

In this insightful session, we'll unveil the 50 new reports recently integrated into the Xcelerate Platform. Nathan also took a deep dive into the 5 essential reports every contractor should be running for unparalleled insights and strategic advantage.

Don't miss out on the opportunity to further enhance your reporting expertise with our comprehensive Restoration Reporting guidebook.  Gain exclusive insights and a deep dive into the top reports you should be running.

 

Want more information?

Schedule a call with our Customer Success team

 

 

#18 - SLACK & TEAMS INTEGRATION

This was a power-packed session where Nathan showed how to supercharge your communication strategy. By integrating Xcelerate with Microsoft Teams or Slack utilizing Zapier you will get more done and communicate faster

Key takeaways include: 

  • Why a communication platform is important.
  • How you can utilize these platforms in your workflows.
  • Common Xcelerate Actions to be sent to your communication platform.
Want more information or get set up?

Schedule a call with our Customer Success team

 

 

#17 - FINDING DATA GAPS

This month's Growth Series focused on optimizing data-driven decision-making in Xcelerate. Learn how to leverage our reporting database to identify data gaps and improve data integrity.

Key takeaways include: 

  • Understanding the impact of data quality
  • Navigating reports
  • Implementing strategies for better decision-making.
Want more information?

Schedule a call with our Customer Success team

 

 

#16 - WIP WORKSHOP

WIP Accounting is essential. Without it, you might experience highly profitable months (when you invoice) followed by months with significant losses (when you pay for materials or labor). When these two aspects don’t align, it creates a nightmare for your company’s financial visibility.

In this session, you will learn

    • Why WIP is important.
    • How to set up your Quickbooks account
    • Free Download to get started immediately! 

Want more information?

Schedule a call with our Customer Success team

 

 

#15 - NEW FORM TEMPLATES

New forms build and read to be applied to your environment! Check out how these are made and see them in action.

New form templates available:

  • Quoting Tool
  • Job Costing Tool
  • Scoping Sheet
  • Contents Removal Sheet

Schedule a call with our Customer Success team for more information!

 

#14 - DASHBOARDS

Detailed training on why dashboards are important and how to become a data-driven company.

Snag our free guide on how to become more data-driven and check out more information on our Making Data Driven Decisions page.

If you have any questions schedule a call with our Customer Success team for more information!

 

#13 - MASTERING COMMERCIAL SALES

This was a very special installment of our Growth Series where Chris Nordyke from the floodlight team gave us a master class on Commerical Sales. It's a must-watch!

If you have any questions schedule a call with our Customer Success team for more information!

 

#12 - CREATING SCOPE & ESTIMATE FORMS

 In this session of the Growth Series, we demonstrated new form functionality that lets you easily create scope and estimate sheets. 

If you have any questions schedule a call with our Customer Success team for more information!

 

#11 - CONFIGURABLE DROPDOWNS

Get ready to customize and conquer! In this session of the Growth Series, we dived into the platform's awesome ability for customization. You have the power to personalize dropdown menus to fit your exact needs!  Our attendees learned how to streamline their workflow, boost data accuracy

If you have any questions schedule a call with our Customer Success team for more information!

 

#10 - RECURRING DAILY TASKS

Unlock the power of automation with our latest training video on creating recurring daily tasks in Xcelerate using Zapier. Learn how to streamline your workflow and save time by automating repetitive tasks. Our step-by-step guide will walk you through the process, empowering you to optimize your productivity and stay organized. Watch the video now and discover the possibilities of seamless task management in Xcelerate.

Check out our Automations page for more information on how to streamlining your processes or  schedule a call with our Customer Success team for more information!

 

#9 - CREATING SOPs TO SCALE

In our collective 50 years in the industry and in speaking to hundreds of restoration contractors a universal issue is creating & implementing scalable SOPs that your company will actually utilize. We have spent extensive time exploring and helping contractors tackle this problem. 

When your team is small they each complete tasks slightly differently, at scale each one of those variations creates massive bottlenecks which cost you money and slows your team down.  Come learn what we have learned from a multitude of contractors and put best practices in place to create efficiencies and save you time. You will walk away from this session with effective SOPs you can implement immediately.

Want our SOPs loaded into your system? schedule a call with our Customer Success team for more information!

 

#8 - SCALING WITH XCELERATE:

Optimizing Technology for your Growing Business

In this session, you'll learn how to leverage the power of Xcelerate to take your business to the next level. Discover the latest tips and tricks on how to scale your business using the latest technology trends and Xcelerate's state-of-the-art tools. Don't miss out on this exciting opportunity to optimize your business and drive growth!

Take it to the next level by scheduling a call with our Customer Success team for questions or more information on how to put these strategies into action!

 

#7 - WORKFLOW WIZARD

Want to save time, reduce errors, and increase profitability on your restoration jobs? Our new how-to video on the Workflow Wizard can show you how! Learn how to use this innovative tool to automate SOPs, train your team, and track progress for optimal results. With its user-friendly design and customizable features, the Workflow Wizard is a must-have for restoration contractors looking to grow their business.

Take it to the next level by scheduling a call with our Customer Success team to implement these at your location. 

 

#6 - AUTOMATION

Put your SOP's on autopilot with this example of some automation that can be done in the system. Take it to the next level by scheduling a call with our Customer Success team to implement these at your location. 

 

#5 - USER ROLES & PERMISSIONS

Confused by roles & permissions? This month's Growth Series focuses on just that! Manage your users like a pro with this quick training video or check out the written guide in our Knowledge Base. 

 

#4 - RESULT BASED REPORTING

Knowing where you are going is as simple as knowing where you have been. 

The Xcelerate platform has many powerful reports to choose from. In this month's session learn how to effectively pull information to make informed business decisions.

 

#3 - PROCESS STANDARDIZATION

WATER MITIGATION SOPs

Water Mitigation - SOP

 

Streamlining and simplifying your processes just got easier than ever with Xcelerates Water Mitigation SOP!

Watch as we demonstrate the powerful task workflows. 

Set up a time to implement it in your system

or

 


#2 -ENSURING ACCURATE DOCUMENTATION

DAILY VISIT FORM

Accurate documentation is key to scaling and driving fast payment from carriers and your customers. It also helps to create standardization and provide training to your field teams. This installment of the growth series will give you the basics to use and customize your Daily Visit Form