EPASS User Conference 2025 Schedule
Oct 22 – 24
Day 1 Sessions
| Name | Description | Room |
|---|---|---|
| Welcome Kick-Off and EPASS New Features | We get things started with a fun icebreaker and an update of new EPASS features. | Main Room |
| Hosted Networking Sessions | Your chance to discuss EPASS with your fellow users! These sessions are moderated by an EPASS Team Member and will cover a wide range of discussion topics. | Main Room |
| Accounting Level 1 and Level 2 | Courses that cover everything accounting! Level 1 is perfect as a refresher or if you’re new to EPASS. Level 2 follows-up with more advanced accounting topics for EPASS veterans or someone who wants to do more with EPASS accounting tools. | Classroom 1 |
| EPASS Pay – US and Canada | This course will cover the fundamentals of EPASS Pay for our US and Canadian clients. We’ll explore modifying setup, accepting various payment types, analyzing data through Merchant Track, and more! It’s a great session for both new and current EPASS users! | Classroom 2 |
| “All Things Builder” (Allowances, Projects, and Upgrades) | A comprehensive course that covers the entire process of selling to builder clients and managing multi-home projects. If you have builder clients, this is the perfect opportunity to learn how to use the tools available in EPASS or discover new tips if you’re already familiar with them. | Classroom 2 |
Day 2 Sessions
| Name | Description | Room |
|---|---|---|
| Kick-Off | We kick things off with a preview of Day 2 sessions! | Main Room |
| “Doing Service Right” with Paul MacDonald | Attention appliance service professionals! Don’t miss the chance to gain invaluable insights from Paul MacDonald, an acknowledged expert in the appliance service industry. Paul will lead a dynamic session on Service Best Practices designed to supercharge your operations and leverage the full power of EPASS software. | Main Room |
| EPASS for Service Follow-Up and Q&A | A follow-up to the day’s main service-focused event, this session will give you an opportunity to discuss service related issues with an EPASS Team Member and your fellow attendees. | Main Room |
| Purchasing Level 1 and Level 2 | These two sessions cover everything you need to know when it comes to purchasing inventory in EPASS! Level 1 is perfect as a refresher or if you’re new to EPASS. Level 2 follows-up with advanced topics and techniques that will benefit all EPASS clients. | Classroom 1 |
| Serial Costing and EDI | Learn how to take advantage of the Serial Costing utility in EPASS to reduce the manual work required to cost individual line items for each PO invoice. We’ll also take a look at leveraging the power of Electronic Data Interchange files! | Classroom 1 |
| Reporting Fundamentals Including EPASS Reports Dashboards | In this session, we’ll take a look at the powerful reporting capabilities of EPASS and identify key reports and how to use them. We’ll also cover important mechanics of our web-based EPASS Reports platform, such as scheduling and bursting, and take a deep-dive into the brand new “EPASS Reports Dashboards.” Recommended for EPASS users of all skill levels. | Classroom 2 |
| Financials | Unlock the full potential of EPASS financial modules. This course covers best practices for managing General Ledger, Accounts Payable, and Accounts Receivable, ensuring efficient and accurate financial operations. Perfect for new or experienced EPASS users! | Classroom 2 |
| Accounting Follow-up and Q&A | A follow-up to the Day 1 Accounting Level 1 and Level 2 courses. In this informal Q&A session, we’ll cover any remaining questions from the previous day and answer any new ones! We’ll also revisit accounting topics that you would like reviewed. Open to all and recommended for attendees of Accounting Level 1 and Level 2. | Classroom 2 |
Day 3 Sessions
| Name | Description | Room |
|---|---|---|
| Kick-Off | Our final kick-off gives you a preview of everything happening on Day 3! | Main Room |
| Special Guest Presentation “Learn Practical AI for Your Business” Presented by Jack Miller of Service Company Solutions and Todd Daganaar of Hometown Hero Appliance Repair | Artificial Intelligence (AI) is no longer a far-off concept. It’s here, it’s evolving quickly, and it’s shaping how businesses of every size operate. But with all the hype, headlines, and “AI experts” claiming overnight miracles, it can be hard to know where to begin safely and effectively. This session is designed for business leaders, managers, and team members who want a practical starting point with AI. You’ll learn how to create a safe environment for experimentation, understand the risks, and protect your customer and company data. We’ll explore simple, inexpensive ways to begin using AI in your daily operations, from repetitive process automation to content creation and data analysis. Whether you want to refresh your website, streamline customer communication, analyze business data, or simply get a handle on what AI can and cannot do for you, this session will give you the clarity and confidence to take the first steps. | Main Room |
| Retail Sales, Invoicing and Customer Management | Learn how to streamline your retail operations with EPASS. This training session covers essential techniques for managing sales, invoicing, and customer interactions efficiently, ensuring you maximize productivity and enhance customer satisfaction. | Classroom 1 |
| Retail Sales, Dispatching, Shipping, Receiving, and Inventory Returns | As a a direct follow up to the previous session, we include essential techniques for dispatching, shipping, receiving, and managing inventory returns, ensuring smooth and effective workflows. | Classroom 1 |
| ATS (Available to Sell) Inventory | Looking for an efficient way to inform your sales team about current inventory levels? In this session, we’ll show you how to leverage the ATS calculation—a powerful tool for sales information. | Classroom 1 |
| Sales Tax Including Avalara Integration | Discover how to efficiently configure and update sales tax rates in EPASS. This course covers essential steps to ensure accurate tax calculations and compliance with current regulations. Additionally, we’ll introduce our integration with Avalara, a software designed to enhance efficiency and accuracy by automating tax compliance. | Classroom 2 |
| Crystal Reports “Fundamentals” and “Advanced” | Master the art of creating custom Crystal Reports and importing them into EPASS Reports. These comprehensive sessions cover fundamental and advanced techniques to design powerful, data-driven reports tailored to your specific needs. | Classroom 2 |
Note: Schedule is subject to change. Any changes made will be clearly communicated before or during the conference.