Webinar Series
Keep learning. Every month.
A monthly webinar series exclusively for HomeSource customers. Each session is focused, practical, and built for the people running HomeSource every day.
Next session: Plaid: Bank Feeds, Credit Cards and Reconciliation — September 23, 2026. Register Now →Upcoming Sessions
2026–2027 SeriesA full walkthrough of the Plaid experience in HomeSource: connecting bank accounts, processing deposits, credit card setup, reconciliation, and payoff. Covers everything from Plaid Intro through Plaid 2 in a single session.
Unlock AI-powered reporting in HomeSource. Master AI Sales Analysis, GL AI Analysis, and the Ask Doc feature to get instant answers from your data without pulling a report.
AI-powered tools for your sales floor. Covers Product Compare, AI Analysis Rules, and Ticket Readiness. These are the features that help your team sell smarter and catch fulfillment gaps before they become problems.
Learn how to use HomeSource's built-in review management tools to generate, monitor, and respond to customer reviews. More completed sales. More online reviews.
Meet Jarvis, HomeSource's delivery and service scheduling system. See how Jarvis handles scheduling, routing, and customer communication for your delivery and service teams.
HomeSource's new website platform, built for the modern independent retailer. Details and full session content coming soon.
Automate repetitive tasks with AI-powered triggers and workflows. Covers initial setup through advanced cross-department workflow management and automation.
Master the complete month-end close process in HomeSource, plus track incoming revenue and manage customer balances with the Accounts Receivable module.
Past Sessions
2026 SeriesRecordings of previous webinars are available in the HomeSource customer support portal.
The complete AP Queue walkthrough, from initial setup through PO billing, credits, and exception handling. Learn how to automate your accounts payable process end to end.
Every payment method your team needs, in one system. Covers payment processing setup, managing multiple payment types, and daily payment operations inside HomeSource.
Allocated inventory has a way of quietly piling up. A unit gets tagged to an order, the customer goes quiet, and that item stays off the floor while a real buyer walks in and gets told it's unavailable. Multiply that across a busy month and you've got real stock tied up against orders that aren't moving. Reservation Reports in HomeSource CBMS give your team a clear view of every allocated unit, how long it's been sitting, and which holds need a closer look, so your inventory keeps turning instead of sitting on hold.
What to expect from every session.
Focused, practical sessions that respect your time. Here's what every webinar is built around.
A short presentation, then a live demo.
Each session opens with a focused presentation covering the topic, then moves directly into a live walkthrough inside HomeSource. You'll see exactly how the feature works in a real system, not a slide.
Q&A through the chat.
Every session ends with a Q&A block. Submit your questions through the Zoom chat. No need to unmute. The HomeSource team reads and answers questions live before wrapping up.
Hosted on Zoom. Free to attend.
All webinars are hosted on Zoom and open to any HomeSource customer at no cost. A link will be sent ahead of each session. No software beyond Zoom is required.
Not a HomeSource customer yet?
These webinars are built for stores already running HomeSource. If you're still evaluating, a 30-minute demo will show you exactly how it fits your operation.
Schedule a Demo