Tutorials

ACOWIN Basics

  • ACOWIN Support Member Center – New Tutorial
  • ACOWIN Basics
  • Using Search
  • Inactive Records
  • Reports

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Customers and Sites

  • Adding New Customers
  • Changing the Owner of a Site
  • Adding New Sites for Existing Customers
  • Quick Quotes

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Call Slips and Dispatching

  • Taking a Service Call
  • Taking a Service Call for New Customer (Best Practices) – New Tutorial
  • Taking a Service Call for existing Customer (Best Practices) – New Tutorial
  • Dispatch Board Basics – Updated Tutorial
  • Advanced Dispatch Board Features – Updated Tutorial
  • The 31-Day Calendar Display
  • Dispatching Call Slips
  • The Ready to Invoice List

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Service Billing

  • Service Invoices
  • Flat Rate Billing
  • Miscellaneous Charges
  • Synchronizing with QuickBooks
  • Exporting to Other Accounting Systems
  • Credit Invoices
  • Creating Equipment from Serialized Inventory
  • Transferring Payment Collected to QuickBooks – New Feature

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Purchase Orders and Inventory

  • Creating a Purchase Order
  • Receiving a Purchase Order
  • Returning Purchase Order Items
  • Inventory
  • Serialized Inventory
  • Warehouses & Trucks
  • Assemblies

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Service Contracts

  • Setting Up a Service Contract
  • Contract Billing
  • Creating a Single Contract Invoice
  • Contract Inspections
  • Automatic Contract Renewal
  • Inspection Materials
  • Deferred Income – New Feature in 5.00
  • Automatic Credit Card Processing – New Feature in 5.00

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Job Costing (Project Management)

  • Creating a Job
  • Job Labor and Materials
  • Job Billing
  • Job Extras
  • Closing Jobs
  • Adding Job Cost Labor from Manual Time Card – New in 5.00

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Setup

  • Creating a Company
  • Running the QB Wizard
  • Accounts Payable Setup
  • Adding Employees – Updated Tutorial
  • Employee Departments and Permissions
  • How to Setup ACOWIN to Create Cash Receipts in QB – New Feature

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Miscellaneous

  • Accounts Payable Invoices
  • The ACOWIN Diary
  • Using Attachments
  • Creating Merge Documents
  • Distribution Codes
  • Setting Google Maps to Classic View – New Tutorial

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Payroll

  • Payroll Setup
  • Payroll Processing
  • Adding Job Cost Labor from Manual Time Card – New in 5.00

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ACOTRUCK

Marking a Call Slip to Download to ACOTRUCK (Dispatcher)

ACOTRUCK iPad Tutorials – New Tutorials in 5.00

  • Dispatching and Completing ACOTRUCK Calls
  • ACOTRUCK Invoicing
  • Using Flat Rate Repairs
  • Showing Flat Rate Discounts for P/M Customers
  • Entering Labor
  • Entering Materials
  • Adding Equipment, Resolutions and Check Lists
  • Adding a PO from ACOTRUCK
  • Adding Miscellaneous Charges
  • Receiving Payments

Tablet PC Tutorials

  • ACOTRUCK Setup
  • Dispatching ACOWIN Call Slips
  • ACOTRUCK Invoicing

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