Acowin Documentation

WHAT'S NEW IN VERSION 5.20?

Here is a list of the new features and enhancements included in the latest release of Acowin.

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INSTALL GUIDE

This document will guide you through installing the Acowin software, creating your “live” company, linking it to QuickBooks, and creating backups of your Acowin data.

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INTRODUCTION TO PAYROLL

These instructions will help you configure the Acowin Payroll system, link your Acowin employees to the QuickBooks employee list, and process weekly time cards for payroll.

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IMPORTING HISTORY

This guide shows you how to import service history from legacy service management programs, and attach imported history to the correct Acowin Sites.

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INTRODUCTION TO ATTACHMENTS

Read this document to learn how you can set up and use the Attachments system, which allows files from other programs to be stored with your Acowin Customers, Sites, Jobs, Equipment, Call Slips, Vendors, and Purchase Orders.

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ACOWIN USER GUIDE

This guide book covers every component of the Acowin system, from creating customers and taking service calls, to preparing Job estimates. If you are new to the Acowin system, you’ll find the User Guide to be a valuable learning tool.

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ACOWIN REPORT MANUAL

This book includes a sample page from each of the Acowin reports, along with a brief description of the report, and the options available for sorting and selecting your data.

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DAILY, WEEKLY, AND MONTHLY CHECKLISTS

These checklists will help you to remember important procedures and reports, which should be run at regular intervals.

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ADDING ACOWIN LICENSES

This document shows you how to add new license codes for additional users, and optional program modules, into the Acowin Registration program.

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PAGING & EMAIL GUIDE

These instructions will help you set up and use the Acowin Paging and Email features, which allow you to send messages and Call Slips from your Dispatch Board, directly to the pagers or cell phones carried by your technicians.

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THE ACOWIN LICENSE MANAGER

Read this to learn how the Acowin License Manager program works, and why you should leave it running at all times.

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INTRODUCTION TO ACCOUNTS PAYABLE

This booklet explains how to link Accounts Payable between Acowin and QuickBooks, so you can import your QuickBooks vendors into Acowin, then begin entering Acowin Vendor Bills and synchronizing them with QuickBooks.

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EXPORTING TO PEACHTREE

If your company uses Peachtree as its accounting solution, these instructions will help you set up the General Journal export from Acowin, allowing you to export batches of credits and debits from your invoices and payments.

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INSTALLING ACOWIN WORKSTATIONS

This document provides instructions for installing Acowin workstations, using either your Acowin CD, an installation program you have manually downloaded from TMS, or the installation file downloaded by the Acowin Auto-Updater.

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DATA CONVERSION FIELD LIST

This document lists all of the fields which can be imported from outside sources, using the Acowin Data Conversion program. Fields for the Acowin Customer/Site File, Vendor File, Equipment File, and Inventory are included, along with the fields for the History import, introduced in Acowin version 4.7.

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TECHNICIAN BIO SETUP

This document provides instructions for setting up the Technician Biography, which is an e-mail that you can send with information about the technician and your company to your customers prior to them being dispatched.

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INTRODUCTION TO INTERCALL

This module allows your customers to look themselves up in ACOWIN over the internet, select a specific site and view history, equipment and create a new service call. They can select their preferred scheduled time (AM or PM for a specific date) and ACOWIN will create the call slip for them and place it a pre-defined technician’s column on the Dispatch Board for the selected Date.

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