Customers and Sites
Adding New Customers
Here you can learn about the Toolbar Buttons and how you can use them to add, edit and delete entries throughout the ACOWIN system.
(5minutes, 40 seconds)
Adding a New Site for an Existing Customer
The Search Button is an important component of the ACOWIN system. It is found on almost every screen. Proper use of the Search tool is especially important when dealing with Customers and Sites, so you can locate them quickly while entering new service calls.
(3 minutes, 15 seconds)
Changing the Owner of a Site
This tutorial shows you how to declare unwanted records in some important files, such as the Customer/Site and Equipment files, to be “inactive”. This prevents them from being used accidentally.
(3 minutes, 18 seconds)
Watch this tutorials for an introduction to the Quick Quote system. Quick Quotes allow you to prepare an estimate and proposal for a simple project, such as a retro-fit or change out, then generate a Call Slip to Complete the work.
(3 minutes, 45 seconds)