WHAT’S NEW IN ACOWIN VERSION 4.8?
Quick Quotes: Acowin 4.8 introduces the Quick Quote screen, which allows you to easily prepare an estimate in advance, and create a Call Slip when the customer agrees to have the work performed. You can include labor and materials in your estimate, and prepare a sale price using Time & Material, As Agreed, or Flat Rate billing methods. The Quick Quote system includes a Diary, Attachments, and Microsoft Word merge letters – perfect for creating quotes and proposal letters! The Quick Quote option appears on the Acowin Main Menu, to the left of the Customer/Site File.
Revised Call Slip screen: The first screen of the Call Slip has been extensively revised, using the same clean, friendly style as the new Quick Quote screen. The customer aging has been moved to the bottom-right corner of the screen, and is presented in a more readable format. Many of the less commonly-used fields have been moved to an Advanced screen, accessed with a button below the Site Notes. The status indicators for Credit Hold, COD, and the presence of a Contract have been changed into colorful icons beneath the Contract ID.
Salespersons Per Call Slip: As part of the Call Slip screen enhancement, the Advanced pop-up window includes a Salesperson field. This allows you to over-ride the standard Service salesperson from the Billing screen of the Customer/Site File.
New Diary: The Diary alert window has been expanded to include the new Quick Quotes diary.
Job Cost Warranty Expiration Utility: On the Company Utilities menu, you will find a new option called Close Expired Warranty Jobs. This utility will change every Job with an expired Warranty back to the Closed status. The original warranty expiration date is preserved, so you can still run accurate reports based on this date. After you process the warranty expirations, you can click the blue View Results hyperlink to generate an Excel spreadsheet of the warranties that have expired.
New Export to Excel Feature: Every Acowin report now includes a button on the Preview screen, called “Export to My Docs.” Clicking this button will create a carefully formatted spreadsheet based on the report, and save it to the My Documents folder associated with your Windows user name. Better yet, the system will automatically launch Microsoft Excel and display this spreadsheet for you. Since these exported spreadsheets are based on the raw data used in compiling the report, they often include information that was not actually printed on the report.
New Reports: Several of the Call Slip reports have been modified to include options for including or excluding Call Backs and Warranty calls. Call Slips can be designated for Call Back or Warranty on the new Advanced pop-up window of the redesigned Call Slip screen. Among the reports enhanced with this new selection option:
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Call Slip Summary Report
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Call Slip Profitability Summary and Detail
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Salesperson Profitability Summary and Detail
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Print Call Slips
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Technician Profitability Summary and Detail
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Customer History Report
Also, some new reports have been added for the Quick Quotes system:
Other report enhancements: The Purchase Order Quantity report now has an option to include the cost of each listed item. The Scheduled Calls Report now includes both sort and selection options for Zone.
Enhanced Dashboard Display: A summary of Quick Quote information has been added to the Dashboard display.
Modified Call Slip Packing Lists: You can now include the inventory Location for each item on the Call Slip Packing List, produced by clicking the Printer button on the Call Slip screen.
Inventory Labels: You can now print Dymo Label Writer labels directly from the Inventory screen, by clicking the Printer button.
Company Name Display: The title bar of the main Acowin window will now display the name of the company you’re working in. This should help users with multiple companies remember which one they have open, at any given time.
AcoTruck Flat Rate Approvals: AcoTruck users will find a new Approval button beneath the Flat Rate area, when a Call Slip is set for Flat Rate billing. Clicking this button opens a screen listing the Flat Rate repairs, plus an area to capture the customer’s signature. A form including the repairs and signature can be printed and given to the customer. Custom acceptance text can be added by creating an entry in the Setup / Subsystems / Footers file in Acowin, named “TMSFLAT.” This Footer is automatically added to the Flat Rate Approval forms, after the technicians update the Static Information in their tablets.
Service Agreement Calculator Integration: A new button has been added to the Customer/Site File, which will export the selected Customer and Site to the TMS Service Agreement Calculator. To use the exported information, add a new Contract in the Service Agreement Calculator, then click the Import From Acowin button. For further information and pricing on the Service Agreement Calculator, please contact your TMS sales representative.
This button appears in the lower-right corner of the Customer/Site File screen.