Take your account to the next level. Sign up for one of our online classes!
Leap Academy is your go-to resource to take you, sales, and your production team beyond the basics of Leap’s functionality. It will improve your overall usability of Leap’s app, making you and your team an expert in its functionality, ultimately bringing your entire customer experience to the next level.
Watch the Leap Dashboard 3.0 webinar series
The New Dashboard 3.0 is here! Check out our recorded webinar series where we go over all of the exciting new changes that have been made to the Leap Dashboard.
Price Guide 101
This class is for those who are new to using and managing the Leap price guide and for those who would like a refresher on the basics. This class goes over all of the most important parts of the price guide that you need to know to manage and update your products and prices.
This class is for those who are new to managing contracts and proposals, or for those who would like a refresher on the basics. This class covers the basics of using the document editor and how to link your products to a contract.
Top 10 Tips for Using Leap
Top 10 Leap tips and tricks that you might not know. We’ll run through 10 tips for using Leap that can save you time and frustration in this class.
6/8 – 11 AM EST
6/15 – 2 PM EST
6/22 – 11 AM EST
Don’t Be Afraid of Financing
Financing is a powerful tool that you can use to help close the deal. In this class, you will learn how to position financing in a way that is beneficial to your customer and use it to overcome common objections. We will go over best practices on presenting financing options to customers. Finally, you will learn, step-by-step, how to set up financing in your account. After this class financing won’t seem so scary.
5/25 – 2 PM EST
6/15 – 11 AM EST
Next Level Price Guide Setup
You’ve already got your basic price guide set up now level it up with step-by-step price guide setup strategies. Give your customers options with Packages. Never miss a detail with Additional Details. Manage your prices with Mass Price Changes. Add another layer of value with Custom Placeholders. This class will give you the tools to elevate your Price Guide to the next level.
5/17 – 2 PM EST
6/28 – 2 PM EST
5/31 – 2 PM EST
6/14 – 2 PM EST
Create Next Level Proposals Tips and Tricks
If you’re not using proposals in Leap yet you should be. Go beyond a simple quote and learn best practices on how to build a presentation-ready proposal. In this class, you’ll learn different proposal strategies from scope of work to package comparisons and tips and tricks to creating a visually pleasing document that conveys professionalism.
5/19 – 2 PM EST
6/2 – 2 PM EST
6/16 – 2 PM EST
Spend More Time Closing with Leap
Are you looking to make the most out of your Leap account? This class is all about time-saving tools and techniques. Learn about the different ways Leap can save you time during your sales process so you can spend more time closing the sale. This class is all about welding the iPad in a way that will reduce time on data entry and paperwork so you can focus on the more important aspects of the sales process.
5/18 – 2 PM EST
6/8 – 2 PM EST
6/29 – 2 PM EST
Never Sell a Deal Below Minimum
Have your sales reps ever underbid a job? Maybe they forget to account for financing and credit-card fees? In this class, you will learn the tools that Leap offers that will allow you to control the deal. Learn how to use price formulas to account for fees, and how to limit price drops both at the estimate and within the contracts. After taking this class you will never sell a deal below minimum.
6/1 – 2 PM EST
6/22 – 2 PM EST
Upcharges In Depth
Upcharges in Leap give you a lot of flexibility over your products and pricing. Take the mystery out of setting them up and bringing them over into your contracts with our Upcharges In-Depth Class. During this class, I’ll show you how to add upcharges to your price guide. The different ways you can price them. How to bring information about them over into your documents. Lastly, we’ll cover common troubleshooting issues.
5/24 – 2PM EST
6/7 – 2PM EST
6/21 – 2PM EST
Discounts & Formulas
Learn all the ways you can add discounts to your Leap app. We will explore the different ways you can add discounts to your account during this class. You’ll see how to implement different types of discounts in your Estimates and Documents step by step.