[ Classes ]

Learn how to streamline billing processes, improve cash flow, and gain greater visibility into project revenue. Explore progress billing, cost plus billing, retention management, contract setup, and Schedule of Values best practices that help your billing operations reach new heights.

Discover how to simplify payroll processing, improve time collection accuracy, and stay compliant with reporting requirements. Learn practical strategies for payroll, Employee Time Portal, Web Time Entry, and regulatory reporting.

Gain hands on experience with Employee Time Portal and Web Time Entry while learning techniques that improve user adoption, data accuracy, and workforce productivity.

Learn how to transform Eclipse data into meaningful business insights. Build inquiries and reports that empower better decisions, improve visibility, and support organizational growth.

Master the fundamentals of Eclipse reporting by creating inquiries, filtering data, summarizing results, and building professional report templates that support everyday decision making.

Take your reporting skills further with advanced formulas, custom elements, sophisticated filtering, conditional formatting, and document design techniques that uncover deeper business insights.

Discover how dashboards and launchpads can centralize information, simplify navigation, and provide immediate access to the metrics and tools that matter most.

Learn the fundamentals of dashboard and launchpad design to create a personalized workspace that enhances efficiency and user adoption.

Explore advanced dashboard design, dynamic filtering, graphical navigation, and shared experiences that help users focus on what matters most and act with confidence.

Gain greater control over project profitability through effective budgeting, cost tracking, change management, and work in progress analysis. Learn strategies that take project management to the next level.

Learn how to troubleshoot AIR workflows, improve approval efficiency, and maximize the benefits of automated posting to keep invoices moving and processes running smoothly.

Experience the full AIR workflow lifecycle from invoice entry through approval and posting while learning techniques that improve processing speed and accuracy.

Learn how to build scalable workflows that automate routine tasks, strengthen accountability, and improve operational efficiency across your organization.

Create and test real world workflows while learning practical techniques for approvals, escalations, automation, and exception management.

Get an exclusive look at the latest Eclipse innovations, enhancements, and upcoming capabilities designed to help your organization work smarter and prepare for what is next.

Discover how AI is transforming the Explorer ecosystem and learn practical ways to leverage intelligent tools to improve productivity, efficiency, and decision making.

Learn how to maximize billing accuracy, improve project visibility, and streamline customer invoicing using Eclipse Cost Plus Billing capabilities.

Discover how Uplink simplifies data movement, reduces manual entry, and connects critical business processes to improve efficiency and accuracy.

Take your Uplink knowledge further by exploring advanced import, export, automation, and integration capabilities that streamline data management.

Explore the latest DocPro enhancements and learn how new capabilities can improve document management, workflow efficiency, and user productivity.

Discover the latest Web 3 capabilities and learn how EXPone is redefining the modern Eclipse experience through enhanced accessibility, usability, and innovation.

Learn how Job and Employee Super Registers provide deeper operational visibility, simplify information access, and help users make more informed decisions.

Learn how to work more effectively with Explorer Support, submit impactful enhancement requests, leverage available resources, and help shape the future of Eclipse.

This session will introduce you to Evolution and provide an overview of its key features and functionality. Shawn will present a live demonstration highlighting enhancements, core capabilities, and existing functionality designed to improve the user experience and streamline daily operations.

This session will provide an overview of using Explorer Payments for secure credit card processing within Evolution. We will review the setup requirements, payment processing workflow, and available functionality for handling customer credit card transactions efficiently and accurately.

In this session, we will provide an overview of the Dispatch Board and its key functionality within Evolution. You will learn how to configure technician display order, organize and manage tickets, and efficiently navigate the dispatch process. We will also walk through the complete workflow from creating a ticket, dispatching it to MobilePro, and processing the resulting billing invoice.

Come learn about MobilePro, which empowers your service technicians to work remotely from any mobile device. We’ll demonstrate the key features of MobilePro and discuss the benefits of improving communication, increasing efficiency, and managing field operations in real time.

This session provides an overview of the customer communication tools available within Evolution. We will explore features designed to streamline communication processes, improve efficiency, and enhance the overall customer experience. Topics will include messaging capabilities and automated service notifications, such as texting customers when a technician is on the way.

This hands-on session will introduce the reporting and analytics tools available within Evolution. We will explore how to access, interpret, and build reports that help you better understand your business data, improve visibility into operations, and support informed decision-making. To help you get the most out of this session, prior to the conference we will be emailing all Evolution attendees requesting they submit one or two sample reports they would would like to create.

This session provides an overview of Payroll Operations within Evolution, including the tools and processes used to manage employee time tracking and payroll processing. We will explore how payroll data is captured, validated, and processed to ensure accuracy, compliance, and operational efficiency. The session will also highlight key workflows and system features that support reliable payroll operations, along with payroll performance reporting capabilities. In addition, we will review the setup and calculation of commissions within the system.

This session will look at how Maintenance Agreements are used to generate consistent recurring revenue. We will demonstrate how to use the Automatic Billing function, as well as Renewal Marketing Campaigns, to help manage and grow your agreement base.

This session will provide an overview of Inventory Management within Evolution. We will review the tools and processes used to track, manage, and control inventory, including how to maintain accurate stock levels, monitor product movement, and improve overall inventory efficiency. You will learn how costs and pricing are managed throughout the system, along with the importance of Purchase Orders and Inventory Transfers. We will also explore key Inventory Utilities that support day-to-day operations, including adjusting quantities, and deleting parts as needed.

Learn how to work more effectively with Explorer Support, submit impactful enhancement requests, leverage available resources, and help shape the future of Evolution.

This session will focus on best practices and commonly used methods within Evolution. We will review recommended workflows, standard procedures, and proven approaches designed to improve efficiency, consistency, and overall system performance. We will also address common challenges reported by Shafers and Evolution customers, including issues related to trading services, processing refunds, and account balancing when the system has not been fully or correctly utilized. If you have specific topics or issues you would like us to cover, please submit them in advance by email to tracy.garvin@explorer-software.com. Include as much detail as possible and attach screenshots where relevant to help clearly illustrate the issue.

Join ELEVATE sponsor, Aimsio, for this exciting presentation. Most contractors believe they have an operations problem. In reality, they're losing 2–7% of revenue between the field and the invoice through missed charges, delayed approvals, manual rework, and incomplete documentation. This session will use real benchmarks from over 6.5 million LEMs and $14B+ in analyzed field revenue to show where those leaks happen and what they cost at scale.

Join ELEVATE sponsor, CrewTracks, for this exciting presentation. Accurate, real-time field data shifts your operation from reacting to problems to getting ahead of them. Learn how capturing labor, equipment, and production data at the source gives leaders the visibility to spot issues early, allocate resources confidently, and keep projects on budget.