How do I Book live training?

We provide live training on many topics. All training requests start from the EverBright Training_Bookings page. From there, you will be sent a confirmation email message where you can further manage your Booking. In addition, you will receive reminders (1 day & 1 hour) in advance of the training time.

SPECIAL NOTE - GMAIL USERS: GMAIL seems to refuse to acknowledge email sent from this service. You will NOT receive the initial meeting invite, or the 2 subsequent reminders. The messages will NOT show up in your SPAM folder. You MUST use some other non-gmail email service (including personal email) when you complete the “Add Your Details” section. Gmail addresses are OK when completing the “EverBright Login Email Address” section.

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PLEASE NOTE: If you fail to receive the confirmation or reminder emails (other than above), please check your SPAM folder. The messages are sent automatically by the Microsoft Bookings service. If no messages are found in your SPAM folder, please contact your EverBright Account Manager (you may need to contact one of your internal Organization Administrators first).

Click Training Request to Book training time now.

The topics currently offered are:

• EverBright Funding / Milestones

  • An overview/introduction to EverBright funding and milestone steps to completing installs quickly from start to PTO. Milestones and tasks within each milestone will be reviewed of most common issues and how to resolve including critical links to additional support, training documents and educational videos. (Approximately 45 minutes)

  • Immediate recorded training is available at any time by clicking: https://VImeo.com/856912428/5db1029f86

• EverBright Finance Products

  • An overview/introduction to EverBright products offerings, options and requirements. The following topics will be reviewed products, descriptions, title requirements, credit requirements results and stipulations, homeowner agreement overview, welcome call, change orders, milestone overview and design guidelines. (Approximately 45 minutes)

• EverBright Technology Training - Job Creation through Contract Signing

  • Please select a date/time for EverBright Training. A Training appointment is 60 minutes long. Training covers EverBright Technology use and operation (Address through Contract Phases) for job creation and then sending contracts for signature..

• EverBright Technology Training - Org Admin Settings & User Permissions

  • Please select a date/time for EverBright Training. A Training appointment is 60 minutes long, and may start on any the times listed. This 1 hour session will go over the settings and permissions an Org Admin may/must make for their organization. PLEASE NOTE - If you are not a current member of the Organization Administration Team, in your organization, this training will be cancelled.

• EverBright Technology Training - Open Topic

  • Please select a date/time for EverBright Training. A Training appointment is 60 minutes long, and may start on any the times listed. Please understand that while the topic is open, the training need is still restricted to EverBright Technology use and operation (Address through Contract Phases). Please be sure to complete the topic request.

  • Please Note: Topics outside of the EverBright Technology (i.e. EverBright Funding / Milestones or EverBright Finance Products) may not be available.

Click Training Request to Book training time now.