Call Slips and Dispatching

Taking a Service Call

This essential tutorial teaches the basics of taking a new service call. Everyone who uses ACOWIN should watch this tutorial!

(3 minutes, 40 seconds)

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Taking a Service Call for New Customer (Best Practices)

This tutorial teaches you the best practices for taking and scheduling a service call for new customers, including how to add a new customer on the fly while taking the service call.
Everyone who uses ACOWIN should watch this tutorial!

(3 minutes, 55 seconds)

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Taking a Service Call for Existing Customer (Best Practices)

This tutorial teaches you the best practices for taking and scheduling a service call for an existing customer.
Everyone who uses ACOWIN should watch this tutorial!

(3 minutes, 8seconds)

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Dispatch Board Basics (Part 1 of 2)

Demonstrates the essential skills required to use the Dispatch Board effectively, including how to set up your techs, adjust the number of columns you see, basic call scheduling and how to navigate between dates, scheduling multiple techs, switching between different technician groups and more.
(Everyone that uses ACOWIN should watch this tutorial)

(10 minutes, 57 seconds)

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Advanced Dispatch Board Features (Part 2 of 2)

More powerful Dispatch Board features are demonstrated here, including rolling over call slips from previous dates, the Jump menus, 7 and 31 Day Schedule Calendars, Quick Invoice List, sorting options, viewing technician routes, voiding call slips, how to put a technician on call, viewing why a tech is on leave and viewing technician KPIs. Watch this tutorial after you have watched the Dispatch Board Basics tutorial.
(Everyone that uses ACOWIN should watch this tutorial)

(12 minutes, 45 seconds)

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The 31-Day Calendar Display

This tutorial demonstrates how to use the 31-Day Calendar display, which can be accessed from the Call Slips and the Dispatch Board. It helps you switch between dates on the Dispatch Board and assists you with scheduling call slips and finding blocks of available technician time.

(3 minutes, 45 seconds)

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Dispatching Call Slips

This presentation covers the entry of technician work times, which can be entered in “real-time” as the technician receives his service calls, arrives at work sites and completes the work. Times can also be entered manually, after labor has been completed.

(3 minutes, 25 seconds)

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The Ready to Invoice List

This tutorial shows you how to view a list of Call Slips with completed labor or material lists, which are ready to be fully billed and posted to Accounts Receivable.

(1 minute, 57 seconds)

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