Omni~U
Onboard, Train, and Scale with Omni~U
Unlock the power of Omni~View with resources designed for success
Omni~U is open to current Omni~View clients only
What is Omni~U?
Omni~U is an ongoing learning series designed to help Omni~View clients and their team get the most out of Omni~View, whether just getting started or ready for a deeper dive
Omni~U Goals
- Accessibility: Regular 101 sessions to help new users get up and running fast or offer a solid refresher for existing users.
- Core Module Mastery: Dive into the modules that matter most with practical, real-world training.
- Power User Expansion: Level up with advanced workflows, tools, and scenarios.
- Community Engagement: Join Q&As and Roundtables to ask questions, hear how others use Omni~View, and share your own ideas.
Upcoming Live Sessions
Omni~U 101
A brief introduction to Omni~View for new team members or anyone needing a refresher. Learn the basics of navigation, key features, and tips to get up and running quickly.
Recommended Participants: New Hires, Refresh
- February 13, 2026
- 11:00 – 12:00 CST
Billing & Invoicing Best Practices
In this session we will go over billing processes including the Customer Billing, Invoices, and Payment modules.
Recommended Participants: Owners, Bookkeepers
- February 27, 2026
- 11:00 – 12:00 CST
Omni~U 101
A brief introduction to Omni~View for new team members or anyone needing a refresher. Learn the basics of navigation, key features, and tips to get up and running quickly.
Recommended Participants: New Hires, Refresh
- March 13, 2026
- 11:00 – 12:00 CST
Dispatching & Mobile Dispatch
REGISTRATION OPENS SOON!
Recommended Participants: Owners, Operations, Drivers
- March 27, 2026
- 11:00 – 12:00 CST
Omni~U 101 - Live at NPSA Conference
Registration Opening Soon! Omni~Summit: Live in San Antonio, TX at the 2026 NPSA Conference and Trade Show the morning of Sunday, April 12.
Recommended Participants: NPSA Conference Attendees
- April 12, 2026
- TBA
Customers, Quotes & Orders
REGISTRATION OPENS SOON!
Recommended Participants: Owners, Sales, Back Office
- April 24, 2026
- 11:00 – 12:00 CST
Omni~U 101
A brief introduction to Omni~View for new team members or anyone needing a refresher. Learn the basics of navigation, key features, and tips to get up and running quickly.
Recommended Participants: New Hires, Refresh
- May 8, 2026
- 11:00 - 12:00 CST
Inventory & Purchase Orders
REGISTRATION OPENS SOON!
Recommended Participants: Owners, Bookkeepers, Operations
- May 22, 2026
- 11:00 – 12:00 CST
Omni~U 101
A brief introduction to Omni~View for new team members or anyone needing a refresher. Learn the basics of navigation, key features, and tips to get up and running quickly.
Recommended Participants: New Hires, Refresh
- June 12, 2026
- 11:00 - 12:00 CST
Mileage, Rates & Omni~Calculate
Are you using Omni~View’s Mileage + Omni~Calculate tools? If not, join us for this class to see all the ways you can calculate mileage in Omni~View.
Recommended Participants: Owners, Operations, Sales
- June 26, 2026
- 11:00 – 12:00 CST
Omni~U 101
A brief introduction to Omni~View for new team members or anyone needing a refresher. Learn the basics of navigation, key features, and tips to get up and running quickly.
Recommended Participants: New Hires, Refresh
- July 10, 2026
- 11:00 - 12:00 CST
User Management & Customization
REGISTRATION OPENS SOON!
Recommended Participants: Owners, Operations, Sales
- July 24, 2026
- 11:00 – 12:00 CST
Omni~U 101
A brief introduction to Omni~View for new team members or anyone needing a refresher. Learn the basics of navigation, key features, and tips to get up and running quickly.
Recommended Participants: New Hires, Refresh
- August 14, 2026
- 11:00 - 12:00 CST
Work Orders & Service Management
REGISTRATION OPENS SOON!
Recommended Participants: Owners, Shop Managers, Operations
- August 28, 2026
- 11:00 – 12:00 CST
Omni~U 101
A brief introduction to Omni~View for new team members or anyone needing a refresher. Learn the basics of navigation, key features, and tips to get up and running quickly.
Recommended Participants: New Hires, Refresh
- September 11, 2026
- 11:00 - 12:00 CST
Reporting Essentials
REGISTRATION OPENS SOON!
Recommended Participants: Owners, Back Office, Bookkeepers
- September 25, 2026
- 11:00 – 12:00 CST
Omni~U 101
A brief introduction to Omni~View for new team members or anyone needing a refresher. Learn the basics of navigation, key features, and tips to get up and running quickly.
Recommended Participants: New Hires, Refresh
- October 9, 2026
- 11:00 - 12:00 CST
BoxedUp & eCommerce Workflows
REGISTRATION OPENS SOON!
Recommended Participants: Owners, Sales
- October 23, 2026
- 11:00 – 12:00 CST
Omni~U 101
A brief introduction to Omni~View for new team members or anyone needing a refresher. Learn the basics of navigation, key features, and tips to get up and running quickly.
Recommended Participants: New Hires, Refresh
- November 13, 2026
- 11:00 - 12:00 CST
Parts Module & Integrations
REGISTRATION OPENS SOON!
Recommended Participants: Owners, Sales
- November 20, 2026
- 11:00 – 12:00 CST
Omni~U 101
REGISTRATION OPENING SOON! A brief introduction to Omni~View for new team members or anyone needing a refresher. Learn the basics of navigation, key features, and tips to get up and running quickly.
Recommended Participants: New Hires, Refresh
- December 11, 2026
- 11:00 - 12:00 CST
Year-End Best Practices & Open Q&A
REGISTRATION OPENS SOON!
Recommended Participants: Owners, Sales
- December 18, 2026
- 11:00 – 12:00 CST
Previous Sessions
Resources
Build custom software or buy an existing platform? A practical leadership guide on build vs buy decisions, operational risk, and long-term ROI for growing businesses.
Move past spreadsheets – Discover how purpose-built software improves dispatch, asset tracking, billing, and profitability.
Explore how better route planning helps dispatch teams save time, reduce costs, and improve service reliability across delivery and service operations.
