Legacy Tutorials and Help Guides

This collection of legacy tutorials will show you how to use the Electronic Service Control software, prior to version 15. Click on a tutorial's name to view it. The video will appear in a new window. When the tutorial is complete, simply close that window to return to this screen.

While much of this is relevant to versions prior to version 15, some of the concepts may still be universally applicable.

Featured Video

Tutorials!

Getting Started with ESC

  • Creating a Database - 6:01
    This video will show you how to create a database for your company.
  • How to Backup ESC - 5:18
    Check out this crucial video to learn how to make a backup of your ESC database. This is one of the most important videos you can watch.
  • Navigating ESC - 6:25
    This video will show you how to get around in ESC. No matter whether you prefer the mouse or the keyboard there is a great solution for you.
  • Setting Up Users - 4:27
    This tutorial video will show you how to create new users in ESC. It will also show you how to assign privilege levels and associate them with a technician, which is vital if you are using one of our mobile solutions.
  • Emailing and Paging - 6:38
    This tutorial will show you how to configure ESC to send emails. This will allow you to send dispatches to technicians, purchase orders to vendors and status updates, invoices and statements to customers.

Customers

Dispatch

  • Setup Dispatching - 7:18
    This video will show you everything you need to setup and customize dispatching in ESC.
  • Managing Technicians - 7:40
    This video will show you how to create and modify employees and non-tech dispatch columns. It will also cover configuring your dispatch boards to show just the techs you need in the order you want.
  • Creating a Dispatch - 3:34
    This video will teach you how to create a dispatch in ESC. From the name of the person that placed the call to the type of equipment they have on site, this vdeo covers it all.
  • Navigating the EDB - 3:42
    This video will show you how to use all three views of the dispatch board and explain the proper use of each.
  • Completing a Dispatch - 3:00
    This video will teach you how to complete an dispatch on the EDB and start creating an invoice for it.

Sales

  • Setting Up Sales Invoicing - 3:51
    Watch this video to learn how to prepare ESC to invoice the way you want. This includes setting up Billing Codes, Tax Codes, Sales Sort Codes and much more.
  • Creating Invoices - 5:27
    This video will show you how to create invoices in ESC, including those made from scratch, based on completed dispatches, or imported from the mobile clients.
  • Building an Invoice - 6:15
    This video expands on the previous one and shows you how to finish the invoice by adding parts, billing codes, technicians, equipment and more.
  • Tracking Technician Cost - 2:48
    This video will show you how to setup your technicians so their labor cost will flow to the invoices in ESC.
  • Creating Credit Memos - 3:20
    This video will walk you through the process of creating credit memos in ESC. Credit memos can be helpful to correct posted invoices or write off bad debt.
  • Creating Quotes - 3:03
    This video will show you how to create quotes in ESC, follow up on them and eventually turn them into invoices.
  • Progressive Billing - 3:22
    This video will show you how to do progressive billing in ESC. It covers everything from first creating a quote, to creating dispatches to do the work and invoices to bill the customer.
  • Third Party Billing - 2:48
    This video will show you how to perform third-party billing in ESC. This is necessary when you need to invoice a warranty company for work done at a customer's location.

Receivables

  • Entering Payments - 8:02
    This video will show you how to enter payments in ESC. It will also teach you how to give credits, cancel payments and configure your payment methods.
  • Accepting Prepayments - 3:34
    Watch this video to learn how to create prepayments in ESC and then assign them to invoices later on.
  • Statements and Finance Charges - 3:25
    This video will show you how to configure finance charges, create statements and either print or email them directly to your customers.
  • Collection Manager - 4:09
    This video will teach you how to use the collection manager to contact customers that owe you money and record your collection efforts. It can also be used to send letters and print statements.

Inventory

  • Inventory Setup - 5:33
    Watch this video to learn how to configure the Inventory module in ESC. It covers creating Categories, Warehouses and other defaults.
  • Creating a Stock Item - 4:34
    This video will walk you through the process of creating a stock part in ESC.
  • Setup a Serialized Item - 4:31
    Watch this video to learn how to setup a serialized part in ESC.
  • Setup Assembly Items - 2:21
    This tutorial will teach you how to create assembly items within ESC. Assemblies are a great way of grouping a bunch of items together to make it easier to sell.
  • Flat Rate Pricing - 5:18
    This video will show you how to setup, create and use flat rate prices in ESC. If you are importing your flat rate from another vendor, be sure to watch Import Flat Rate Price Books instead.
  • Costs and Pricing - 5:18
    This video will show you how to enter the cost of the parts you sell and use that data to set your prices automatically. It will also explain how you can update all your prices at any time you want.
  • Managing Physical Inventory - 4:55
    This video will show you how to count, transfer and adjust inventory items. It also covers tracking items so that you'll know what you have in stock at any time.

Vendors

  • Managing Vendors - 3:55
    This video will teach you how to create and manage your vendors in ESC.
  • Ordering and Receiving - 5:56
    This tutorial will walk you though the basics of creating a purchase order and receiving it in ESC.
  • Reordering Parts - 4:44
    This video will teach you how to set minimum and maximum stock levels for each truck. You will then see how to quickly order parts when they fall below the minimum level.
  • Vendor Credit and Receipts - 4:06
    This video will show you how to return parts to a vendor for either a replacement or credit.

Agreements

  • Setup Agreements - 3:39
    This video will show you how to configure the service agreement module in ESC to suit your needs and requirements.
  • Creating a Basic Agreement - 5:12
    This video will show you how to setup a basic agreement that contains a couple of maintenance visits and an annual renewal invoice. It is a great way to get a complete overview of the agreement module.
  • Advanced Agreement Scheduling - 5:58
    This video will explain the process of creating agreement dispatches in more depth. It includes creating different tasks for different times and associating parts, notes and tools with each.
  • Advanced Agreement Invoicing - 3:31
    Watch this video to learn how to create invoices for your agreements on a semi-annual, quarterly or even monthly basis. It will also show you how to create an invoice every time a dispatch is created for the agreement.
  • Posting Agreement Transactions - 5:22
    Watch this video to learn how to post dispatches and invoices created by the service agreement module. You will also learn how to post agreement dispatches on the fly so that you can combine them with other work.

Reporting

  • Using Word Processor Templates - 4:04
    This video will show you how to create word processor templates in ESC. These templates can then be used to send individual letters or emails, or send them out to a group of customers.
  • Using Report Generation - 5:43
    This video will teach you how to use the power of Report Generation to run reports or send letters, emails and postcards to your customers. Customers can be selected using all sorts of data that you have collected and entered about them.

QuickBooks Integration

  • Connecting to QuickBooks - 9:14
    This video will show you how to make the initial connection between ESC and QuickBooks.
  • Connection Wizard - 10:17
    This video will walk you through the QuickBooks Connection Wizard. The wizard helps you make sure both ESC and QuickBooks contain the same data, so the integration will work perfectly.
  • Posting Invoices - 4:24
    This video will show you how to post invoices created in ESC into QuickBooks. It will also show you how to edit those invoices - even after they have been posted.
  • Posting Bills to QuickBooks - 2:54
    This video will show you how bills can be created when receiving purchase orders in ESC and sent directly over to QuickBooks.
  • Post Time to Payroll - 4:01
    This video will teach you how to take the times your technicians work on dispatches and pass them directly to time sheets in QuickBooks.

Sage 50 Integration

  • Connecting to Sage 50 - 4:44
    This video will show you how to make the initial connection between ESC and Sage 50.
  • Connection Wizard - 11:18
    This video will walk you through the Peachtree / Sage 50 Connection Wizard. The wizard helps you make sure both programs contain the same data, so the integration will work perfectly.
  • Posting Invoices - 5:30
    This video will show you how to post invoices created in ESC to Sage 50 / Peachtree.
  • Posting Bills - 3:19
    This tutorial will show you how to receive items in ESC and create a bill for them automatically in Sage 50 / Peachtree. This can radically speed up your work flow and eliminate double entry.
  • Post Time to Payroll - 4:01
    This video will teach you how to take the times your technicians work on dispatches and pass them directly to time sheets in Sage 50 / Peachtree.

Add-Ons and Integrations

ESC Mobile

  • ESC Mobile Tech - 8:51
    This video will give you a quick overview of the ESC Mobile Tech app for iPhone and Android.
  • ESC Mobile Manager - 5:40
    This video will introduce you to the ESC Mobile Manager app for iPhone and Android.
  • Setup ESC Mobile - 2:18
    This tutorial will show you how to setup your users and devices to use the ESC Mobile Tech and ESC Mobile Manager apps.

 

 

 

Was this article helpful?
0 out of 0 found this helpful

Still have a question? Try searching here or join an online chat below!

0 Comments

Please sign in to leave a comment.