A C O W I N   Tutorials

Team Management Systems

Setting Up a Service Contract

This important presentation teaches you how to create a new Contract, set up a Billing schedule, and plan the Inspection visits.

(6 minutes, 10 seconds long)

Contract Billing

Covers the creation of Contract Invoices on a monthly basis.

(3 minutes, 56 seconds)

Creating a Single Contract Invoice

Automatic Contract Renewal

Contract Invoices can be produced individually, instead of generating all of the invoices scheduled for a particular month.  This tutorial shows you how to use the Single Invoice button on the Billing screen of the Contract File.

(2 minutes, 40 seconds)

This tutorial teaches you how to set up automatic renewal for Contracts, and how to renew them individually, or use the handy Mass Contract Renewal tool to process renewals for all of the Contracts due to expire in the selected month.

(4 minutes, 29 seconds)

Contract Inspections

Inspection Materials

This presentation shows you how to produce lists of the sites due for Inspections each month, and create the necessary Call Slips automatically.

(6 minutes, 41 seconds)

This presentation shows you how to produce lists of the sites due for Inspections each month, and create the necessary Call Slips automatically.

(6 minutes, 41 seconds)

Setting up Deferred Income

Using Deferred Income

This presentation will show you how to configure  your ACOWIN system to use deferred income.

(1 minute, 6 seconds)

This presentation will show you how to enable deferred income on a service agreement (Contract).

(2 minutes, 13 seconds)

Recognizing Deferred Income

This presentation shows you how to recognize deferred income and adjust the automatically recognized amount if necessary.

(1 minutes, 38 seconds)

Main Menu

Contracts (Service Agreements)

Automatic Credit Card Setup

This tutorial will walk you through setting up ACOWIN to automatically process credit cards or ACH payments for Service Agreements

(1 minute, 12 seconds)

Automatic Credit Card Configure

This tutorial will walk you through securely storing a credit card or bank account information on a customers record and configuring a contract for automatic credit card or ACH processing.

(2 minutes, 44 seconds)

Automatic Credit Card Processing

This tutorial will walk you through processing payments for contracts that are setup for automatic credit card or ACH processing.

(3 minutes, 27 seconds)