ESC Training Video Links

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Videos

  1. Getting Started with ESC
    1. Creating a new database https://vimeo.com/62094572
    2. Emailing and paging in ESC https://vimeo.com/62094573
    3. Backing up your database https://vimeo.com/62094575
    4. Navigating with the ESC software https://vimeo.com/62094576
    5. Setting up User Accounts https://vimeo.com/62094577
  2. ESC Mobile App
    1. ESC mobile https://vimeo.com/24269400
    2. ESC mobile customer tab https://vimeo.com/29318673
    3. ESC mobile dispatch tab https://vimeo.com/29322269
    4. ESC mobile management tab https://vimeo.com/29325332
    5. ESC mobile https://vimeo.com/13408491
  3. ESC Customer Info Essentials
    1. Setting up customers https://vimeo.com/62082170
    2. Setting up jobs https://vimeo.com/62082171
    3. Tracking equipment https://vimeo.com/62082172
    4. Using the customer information screen https://vimeo.com/62082173
  4. ESC Dispatching Essentials
    1. Setup dispatching https://vimeo.com/61885792
    2. Creating a dispatch https://vimeo.com/61896237
    3. Completing an dispatch https://vimeo.com/61896231
    4. Qualifying a customer https://vimeo.com/61896242
    5. Customizing the qualifications screen https://vimeo.com/62075752
    6. Managing technicians https://vimeo.com/61896239
    7. Navigating the EDB https://vimeo.com/61886742
  5. ESC Sales Invoicing Essentials
    1. Building an invoice https://vimeo.com/62111361
    2. How to create an invoice https://vimeo.com/62111362
    3. How to create credit memos https://vimeo.com/62112732
    4. How to create quotes https://vimeo.com/62112733
    5. Progressive billing https://vimeo.com/62111363
    6. Setting up sales invoicing https://vimeo.com/62111364
    7. Third party billing https://vimeo.com/62111366
    8. Tracking technician time & sales https://vimeo.com/62112730
  6. ESC Inventory Essentials
    1. Costing and pricing https://vimeo.com/62083951
    2. Intro to series https://vimeo.com/62083949
    3. Managing physical inventory https://vimeo.com/62085575
    4. Set up a flat rate item https://vimeo.com/62083952
    5. Set up an assembly item https://vimeo.com/62085574
    6. Set up a serialized item https://vimeo.com/62083950
    7. Set up a stock item https://vimeo.com/62083947
    8. Set up billing codes
    9. Set up history codes
  7. Service Agreement Essentials
    1. Advanced Agreement Invoicing https://vimeo.com/62738611
    2. Advanced Agreement Scheduling https://vimeo.com/62738612
    3. Creating a basic agreement https://vimeo.com/62738616
    4. Posting agreements https://vimeo.com/62738609
    5. Service agreement set up https://vimeo.com/62738614
  8. ESC Receivables
    1. Accepting prepayments https://vimeo.com/62106466
    2. Entering payments https://vimeo.com/62106468
    3. Statements and finance charges https://vimeo.com/62106469
    4. ESC collections manager https://vimeo.com/62106467
  9. ESC Reporting Essentials
    1. Using Report generation https://vimeo.com/62078395
    2. Using word processor templates https://vimeo.com/62078394
  10. Steps
    1. Customer Management https://vimeo.com/162412976
    2. Dispatch Entry https://vimeo.com/162412973
    3. Invoice Entry https://vimeo.com/162412974
    4. Quoting https://vimeo.com/162412978
    5. Service agreement Entry https://vimeo.com/162412972
    6. Inventory management https://vimeo.com/162412975
    7. Purchasing https://vimeo.com/162412979
    8. Utilizing the Mobile Tech App https://vimeo.com/162412977
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About Author

Frank Alexander is an experienced engineering professional who holds a Master of Engineering degree from North Carolina State University and an MBA from the University of South Carolina. Frank holds licenses in both residential and commercial HVAC, and holds a limited electrical license. Frank is also NATE certified.

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