IntelliEvent Lightning Review

IntelliEvent Lightning provides an integrated CRM to help users manage customer relationships and associated orders. Users have access to all customer information, including contact details, conversation history, past and current orders, equipment preferences, and more, helping them identify the best solutions. Using the quote wizard, users can create new orders, add products, and generate quotes directly within the system. The global labor booking page provides full visibility into all planned and assigned labor and resources. Companies can generate dynamic reports on sub-rentals, sales revenue, inventory utilization, and more.

INTELLIEVENT LIGHTNING – TUTORIAL

INTELLIEVENT LIGHTNING – FEATURES

• Inventory tracking: accelerate inventory tracking with barcode and RFID integration
• Equipment accuracy: ensure customers receive the correct equipment at the right time
• Low inventory alerts: set alerts for inventory shortages
• Purchase order access: access purchase orders directly from the inventory screen
• Inventory calendar: view the inventory calendar to see inbound and outbound items
• Visual organization: simplify workflows with color-coded grids and product images
• Customer communication: send emails to customers and track customer interactions
• Quotes and orders: create quotes and orders that can be emailed directly from the system
• Drag-and-drop orders: drag and drop products into orders
• Accounting integration: integrate with credit card processing and QuickBooks
• Calendar integration: maintain accurate schedules with Google Calendar integration
• Electronic signatures: use IntelliSign to send documents and receive electronic signatures
• Real-time metrics: monitor business metrics in real time
• Revenue reporting: review reports on sales revenue, cash flow, and inventory utilization
• Cost analysis: analyze job costs and profitability
• Labor reporting: run reports on labor scheduling, sub-rentals, and commissions
• Accounts tracking: review aging reports for accounts receivable and payable
• Resource management: manage and schedule labor and resources.