Flex User Conference: June 6 & 7, Vegas
Registration is now open for our Flex User Conference June 6 & 7 at Planet Hollywood Las Vegas. Presenters will be Chris Stein, Lisa Fossler, Branden Rosenlof, and Rocky Ortega. Wireless internet access will be provided, sponsored by 4G4Rent. Please review available session descriptions, select those you would like to attend, and register for the conference. Thank you to AVP Nationwide for sponsoring AV!
Conference Schedule
Join us for two full days of dedicated Flex training sessions, pre-conference training materials, videos of training sessions post-conference, networking with other Flex customers, optional one-on-one times to work on your specific questions with Lisa (optional), best practices sessions, lunch and refreshments each day, and Flex t-shirt for $490 (Register before May 10th for early bird pricing of $440!).
Conference Schedule:
Monday, June 6:
8:30 AM - 9:00 AM: Registration
9:00 AM - 9:45 AM: Opening General Session
9:45 AM - 10:00 AM: Break
10:00 AM - 12:00 PM: Session 1 (3 classes available)
12:00 PM - 1:00 PM: Lunch (provided)
12:00 PM - 1:00 PM: Lunch (provided)
1:00 PM - 3:00 PM: Session 2 (3 classes available)
3:00 PM - 3:15 PM: Break
3:15 PM - 5:15 PM: Session 3 (3 classes available)
5:15 PM - 6:15 PM: Networking Hour (appetizers and no-host bar provided)
Tuesday, June 7:
8:30 AM - 10:15 AM: Session 4 (3 classes available)
10:15 AM - 10:30 AM: Break
10:30 AM - 12:00 PM: Session 5 (3 classes available)
12:00 PM - 1:00 PM: Lunch (provided)
1:00 PM - 3:00 PM: Session 6 (3 classes available)
3:00 PM - 3:15 PM: Break
3:15 PM - 5:00 PM: Closing General Session
How Registration Works:
During registration you'll be asked to select the class you would like to attend during each session, and we'll provide you with an outline for each session via email prior to the conference. Video recordings will be made available to attendees following the conference. Available session descriptions are as follows:
Session 1 Offerings (select one):
- Crash Course Part 1 (Lisa): Learn the basics of Flex in this course for beginner users! Part 1 will include an overview of business locations, corporate identities, contacts, calendars, inventory, and building quotes.
- Inventory & Services Setup (Branden): Learn how to add and edit inventory items (serialized vs non-serialized items, pricing, suggestions, suppliers, etc.) and service offerings. (Note: this class does not include building containers, packages and virtual items. Another class covers these topics).
- Pricing Models & Fee Matrices (Chris): Learn how to create custom pricing models and fee matrices in your system. This includes inventory pricing models, labor pricing models, and different fees that can be calculated based on certain criteria.
Session 2 Offerings (select one):
- Crash Course Part 2 (Lisa): Learn the basics of Flex in this course for beginner users! Part 2 will include an overview of pull sheets, rental and purchase orders, warehouse scanning, and job invoicing.
- Building Containers & Packages (Branden): Learn how to build containers and packages in Flex, including serialized storage, serialized packages, free-pick containers, and virtual items.
- Flex Financials (Chris): Learn all about financial elements in Flex (job costing, financial reports, recurring billing, and more). QuickBooks will be covered in a separate dedicated session.
Session 3 Offerings (select one):
- QuickBooks Integration (Lisa): Learn all about how Flex integrates with QuickBooks, including how to set up integration, all the integration settings within Flex, and detailed examples of how to push invoices and other elements from Flex to QuickBooks.
- Warehouse Basics (Branden): Learn all about how to use Flex in the warehouse, including how to create pull sheets, scanning gear in and out, receiving POs, logging maintenance, and more.
- Workflow (Chris): Learn all about workflows, including workflow actions, workflow jobs, security settings, chained parent/child actions, and some best practices on how you can effectively set up workflows in your system.
Session 4 Offerings (select one):
- Job Building Best Practices (Rocky): Learn some of the best ways to build and manage jobs in your system. We will especially look at some of the best ways to manage larger jobs in your system.
- Inventory Best Practices (Branden): Learn some of the best tips and tricks for setting up and managing your inventory.
- Security & Permissions (Chris): Learn about the different security settings in Flex, including user permissions, security policies, hiding inventory and financial information, security for workflows, and project element security settings.
Session 5 Offerings (select one):
- Labor and Staffing (Rocky): Learn how to use the labor module in Flex, including how to assign staff to different jobs and how to create and manage labor POs.
- Warehouse Best Practices (Branden): Learn some of the best ways to use Flex in the warehouse. This class will build upon the Warehouse Basics class and show you some of the best ways to get the most out of Flex in the warehouse.
- Conflicts & Availability (Chris): Learn how conflicts and availability work in Flex, including an in-depth look at Status Options in Flex.
Session 6 Offerings (select one):
- Reports Best Practices (Rocky): Learn all about the different types of reports that you can use in Flex, including reports (PDFs) that can be printed from specific quotes, pull sheets, and invoices, as well as reports that pull general information from Flex. We will also discuss how to request custom reports.
- Operations Best Practices (Branden): Learn some of the best ways to use Flex from an operations perspective. This class will include a discussion on the best reports to use for warehouse/operations, the To-Do List, Automated Functions, and more.
- Flex Hacks/Tips (Chris): Lead by Flex CEO Chris Stein, this class will cover some of the best ways to use Flex, useful tips, and general best practices for using the whole Flex system.
Thank you to AVP Nationwide for sponsoring AV!
