A C O W I N   T U T O R I A L S

Team Management Systems, Inc.

Acowin Basics

Acowin Basics
Using Search

Customers and Sites

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

Call Slips and Dispatching

Taking a Service Call
Dispatch Board Basics
Advanced Dispatch Board Features
The 31-Day Calendar Display
Dispatching Call Slips
The Ready to Invoice List

Service Billing

Service Invoices
Flat Rate Billing
Miscellaneous Charges
Synchronizing With QuickBooks
Exporting to Other Accounting Systems
Credit Invoices

Purchase Orders and Inventory

Creating a Purchase Order
Receiving a Purchase Order
Inventory
Serialized Inventory
Warehouses & Trucks

Service Contracts

Setting Up a Service Contract
Contract Billing
Creating a Single Contract Invoice
Contract Inspections
Automatic Contract Renewal

Job Costing

Creating a Job
Job Labor and Materials
Job Billing
Job Extras
Closing Jobs

Setup

Creating a Company
Running the QB Wizard
Accounts Payable Setup
Adding Employees
Employee Departments and Permissions

Payroll

Payroll Setup
Payroll Processing

Miscellaneous

Accounts Payable Invoices
The Acowin Diary
Using Attachments
Creating Merge Documents
Distribution Codes
Reports
Quick Quotes NEW!

AcoTruck

AcoTruck Setup
Dispatching AcoTruck Call Slips
AcoTruck Invoicing

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