Team Management Systems, Inc.

Acowin Basics

 

 

 

 

 

Call Slips and Dispatching

 

 

 

 

 

 

Purchase Orders and Inventory

 

 

 

 

 

 

Job Costing

 

 

 

 

 

 

Payroll

 

 

 

 

 

 

AcoTruck

Please select a topic from the list to the right.  Each topic offers several tutorials to choose from.

 

Be sure to scroll down to the bottom of each page, to see all of the available tutorials!

Acowin Tutorials

Acowin Basics

Using Search

Adding New Customers

Changing the Owner of a Site

Adding New Sites for Existing Customers

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 Invoices

Flat Rate Billing

Miscellaneous Charges

Synchronizing With QuickBooks

Exporting to Other Accounting Systems

Credit Invoices

Creating a Purchase Order

Receiving a Purchase Order

Inventory

Serialized Inventory

Warehouses & Trucks

Setting Up a Service Contract

Contract Billing

Creating a Single Contract Invoice

Contract Inspections

Automatic Contract Renewal

Creating a Job

Job Labor and Materials

Job Billing

Job Extras

Closing Jobs

Creating a Company

Running the QB Wizard

Accounts Payable Setup

Adding Employees

Employee Departments and Permissions

Payroll Setup

Payroll Processing

Accounts Payable Invoices

The Acowin Diary

Using Attachments

Creating Merge Documents

Distribution Codes

Reports

AcoTruck Setup

Dispatching AcoTruck Call Slips

AcoTruck Invoicing

Customers and Sites

 

 

 

 

Service Billing

 

 

 

 

 

 

Service Contracts

 

 

 

 

 

 

Setup

 

 

 

 

 

 

Miscellaneous