2010 ACOWIN Training Schedule

Fort Myers, FL Training Schedule (2010)

(Fort Myers training classes are held on Thursday and Friday)

Location

Date

Type of Training

Ft Myers, FL

January 21 & 22

Beginner/Intermediate Training

Ft Myers, FL

February 18 & 19

Intermediate/Advanced Training

Ft Myers, FL

March 18 & 19

Beginner/Intermediate Training

Ft Myers, FL

April 22 & 23

Intermediate/Advanced Training

Ft Myers, FL

May 20 & 21

Beginner/Intermediate Training

Ft Myers, FL

June 17 & 18

Intermediate/Advanced Training

Ft Myers, FL

July 22 & 23

Beginner/Intermediate Training

Ft Myers, FL

August 19 & 20

Intermediate/Advanced Training

Ft Myers, FL

September 16 & 17

Beginner/Intermediate Training

Ft Myers, FL

October 21 & 22

Intermediate/Advanced Training

Ft Myers, FL

 November 11 & 12

Beginner/Intermediate Training

Ft Myers, FL

December 16 & 17

Intermediate/Advanced Training

 

Agenda - Day 1

  

Agenda - Day 2

Adding Customers & Sites
Entering Site Equipment
Taking Service Calls
Using the Dispatch Board
Completing Service Invoices
Employee Setup File

  

Service Agreements (Contracts)
Purchase Orders
Inventory
Project Management (Job Cost)
QuickBooks Integration & Setup
Other 3rd Party Accounting Interfaces

 

Beginner/Intermediate Training   (non-support customers)

$450.00

Beginner/Intermediate Training

$350.00
 
Click here to sign up for a training class on line, e-mail training@acowin.com or call (800) 299-7351 to reserve your space today.  For additional information on training classes, please contact your ACOWIN Sales Representative or e-mail sales@acowin.com. Training classes are limited in size and fill up quick, so reserve your spot today!

 

 

Regional Training Seminars

(Regional training classes are held on Friday and Saturday)

Location

Date

Type of Training

San Antonio, TX

 Apr 16 & 17, 2010

Intermediate/Advanced Training

Charlotte, NC

 Apr 23 & 24 2010

Intermediate/Advanced Training

 

  • Advanced Customer/Site Options - Multiple Sites, Changing Ownership, Alternate Billing & Printing Customer or Site Mailing Label (NEW).
  • Equipment - Tracking Warranties, Marketing Old Equipment, Setting up Components, & Utilizing Detailed Equipment History Report (New).
  • Advanced Scheduling/Dispatching - Getting the most out of the daily, weekly and 30 day schedule boards, Using the Sort Button to sort calls according to scheduled time & Closest Tech Feature (New).
  • Service Invoicing - Tying History to Equipment, Adjusting Billing Rates, Relieving Inventory from Trucks and Warehouses, using Non-Stock Items, Utilizing Automatic Text Creation, As Agreed Invoices, Flat Rate Invoices, No Charge Invoices - in Whole or Part, Reviewing Profitability, Credit Invoices & Posting Invoices.
  • Managing Service Agreements to the fullest.
  • (New) Contract Sneak Peek - New hyper link to get the calculated sales amount per visit, which is useful if keeping your Contract income in a liability account, and transferring it to income only when the Inspection visits are completed.  
  • Purchase Orders - Issuing POs for Service, Job Cost & Inventory, Receiving Slips, Back Ordered Material, Returning Material to Vendor, Distributing to Multiple Locations, Trucks or Warehouses.
  • Inventory - Setting up Warehouses & Trucks, Adding Inventory, Copying Inventory Locations, Restocking Warehouse, Automatic Truck Restock, Transferring Inventory, Printing & Using Bar Codes, Importing Inventory.
  • Reports  - Using the Various Existing Reports along with (New) Reports to their Fullest, Advanced Selection & Sorting Options, Exporting Reports & More.
  • Dashboard -Extensive review of the Dashboard. 
  • (New) Quick Quotes - Adding, Creating Proposals & Managing your Quick Estimates in ACOWIN.
  • Project Management - Reviewing & Setting up Default Job Types, Copy Jobs, Adding an Estimate (including Estimated Material & Labor), Creating a Proposal from Estimate, Posting Estimate to a Job, Tracking Equipment and Material Used against the job, Printing & Pulling material from a Picking Slip, Entering labor against Job, Adding & Tracking change orders against original job, Creating Job Invoice, Reviewing various Job Reports.
  • Accounting Setup - Getting the most out of Distribution Codes for reporting and Financial Purposes.
  • Employee File -Setting Permissions, Pay Rates, Burden, Time Cards (New) & Employee Leave.
  • (New) Payroll Processing -Setting up Payroll, Processing, & Synchronizing to time cards with QuickBooks.
  • QuickBooks Integration - Entering Vendor Bills in ACOWIN & Syncing to QB.
  • (New) History Import -Importing History from other programs.
  • Document Attachments - How to attach documents, Spreadsheets, Pictures, Scanned Images, etc. to Various Parts of your ACOWIN system.
  • (Enhanced) Diary Notes - Using the Diary Notes for important reminders and follow ups.
  • Word Merge - Setting up and merging data from ACOWIN into Microsoft WordŽ
  • Flat Rate  - Importing & Using Flat Rate Data in ACOWIN, Reports to get the most out of your Flat Rate Software.

New Features to be Covered

  • Quick Quote - Coming Soon!
  • Streamlined Call Slip Screen - Coming Soon!
  • Enhanced Diary Notes
  • History Import
  • Contract Sneak Peek
  • Printing Single Mailing Label
  • And More Surprises!

 

Intermediate/Advanced Regional Training

  

 

Early Bird Registration (Prior to Mar 22, 2010)

First Person

$495.00
 

Second Person

$395.00

After Mar 22, 2010

First Person

$595.00
 

Second Person

$495.00

 

Click here to sign up for a regional training class on line, e-mail training@acowin.com or call Suzanne at (800) 299-7351 to reserve your space today.  For additional information on training classes, please contact your ACOWIN Sales Representative or e-mail sales@acowin.com.  Training classes are limited in size and fill up quick, so reserve your spot today!

 

San Antonio, TX

April 16 & 17, 2010

Holiday Inn Market Square
318 West Durango
San Antonio, TX 78204
(210) 200-9008
Sign Up

Charlotte, NC

April 23 & 24, 2010

Hilton Garden Inn
Charlotte Uptown
508 East Martin Luther King Jr. Blvd
Charlotte, NC 28202
(704) 347-5972

Sign Up