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Acowin Tutorials |
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Team Management Systems, Inc. |
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This tutorial shows you how to add a new Customer and their first work Site. All of the essential billing and work Site information is discussed. (approximately 3 minutes long) |
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Customers and sites |
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These tutorials cover the Customer/Site File. Customer information concerns billing, while Sites are the actual locations where your technicians perform work. A single Customer can have many Sites. Important Customer and Site information includes names, addresses, phone numbers, and email addresses. |
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Adding a new site for an existing customer This tutorial demonstrates how to add a new working location for a Customer who already exists in your system. (2 minutes) |
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This presentation will show you how to move a Site to a different Customer, using the Change Owner button. (1 minute, 39 seconds) |
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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) |
