This collection of tutorials will show you how to use the Electronic Service Control software. 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.
Overview
ESC Overview – 4:18
This video will give you a quick overview of the basic workflow of ESC.
This video will give you a quick overview of the basic workflow of ESC.
Dispatch
Dispatching Overview – 5:45
This video will show you a quick overview of dispatching using ESC.
This video will show you a quick overview of dispatching using ESC.
Changing Dispatch Defaults – 5:02
This video will show you how to change the defaults and other settings that apply to ESC dispatching.
This video will show you how to change the defaults and other settings that apply to ESC dispatching.
Qualifying Customers – 4:16
This video shows how to use the Qualification Screen to access a great deal of information on your customer prior creating a dispatch.
This video shows how to use the Qualification Screen to access a great deal of information on your customer prior creating a dispatch.
Customizing the Qualification Screen – 3:50
This video shows how to modify the Qualification Screen to quickly see the information that is important to you.
This video shows how to modify the Qualification Screen to quickly see the information that is important to you.
Dispatch Board Options – 4:23
This video will show how to change the Options for dispatch boards to allow you to configure and customize your boards for the best display of your customers’ dispatches.
This video will show how to change the Options for dispatch boards to allow you to configure and customize your boards for the best display of your customers’ dispatches.
Setting Up Dispatch Boards – 8:30
This video will show you the various configurations and views of the Electronic Dispatch Board, and how you can set and use these various capabilities for using one or more dispatch boards.
This video will show you the various configurations and views of the Electronic Dispatch Board, and how you can set and use these various capabilities for using one or more dispatch boards.
Working With The Dispatch – 5:56
After a dispatch had been entered, there are various statuses that a dispatch may have, such as Pending, Working, and Complete. This video will demonstrate how a dispatch progresses through those statuses to help you keep track of your calls.
After a dispatch had been entered, there are various statuses that a dispatch may have, such as Pending, Working, and Complete. This video will demonstrate how a dispatch progresses through those statuses to help you keep track of your calls.
Caller ID – 2:58
This video will show the basic configuration of Caller ID hardware and the setup and operation of Caller ID within ESC.
This video will show the basic configuration of Caller ID hardware and the setup and operation of Caller ID within ESC.
Post Time To Payroll – 3:32
Learn how to send time entered on dispatches to the payroll modules in QuickBooks and Peachtree.
Learn how to send time entered on dispatches to the payroll modules in QuickBooks and Peachtree.
American Home Shield Integration – 7:03
See how ESC interacts with dispatches generated by American Home Shield.
See how ESC interacts with dispatches generated by American Home Shield.
Inventory
Inventory Overview – 4:00
This video will show you a quick overview of how ESC can help you manage your inventory.
This video will show you a quick overview of how ESC can help you manage your inventory.
Creating Parts – 4:33
This video will teach you the basics of setting up an inventory item.
This video will teach you the basics of setting up an inventory item.
Import Callahan/Roach Pricing – 5:00
This video will show you how to import flat rate pricing data from Callahan/Roach.
This video will show you how to import flat rate pricing data from Callahan/Roach.
Sales
Creating an Invoice – 1:45
This video will show you how to create a basic invoice.
This video will show you how to create a basic invoice.
Adding Line Items – 3:56
This video will show you how to fill out the body of the invoice.
This video will show you how to fill out the body of the invoice.
Managing Technicans – 1:39
This video will help you manage the technicians assigned to the invoice. This is crucial to getting good productivity and commission reports.
This video will help you manage the technicians assigned to the invoice. This is crucial to getting good productivity and commission reports.
Adding and Attaching Equipment – 3:56
This video will show you how to associate equipment with the work performed on the invoice. This is a great way to update the customer’s equipment record and keep track of what you worked on.
This video will show you how to associate equipment with the work performed on the invoice. This is a great way to update the customer’s equipment record and keep track of what you worked on.
Attaching Documents – 1:46
Learn how to attach pictures, scanned documents and more to the invoice in this educational video.
Learn how to attach pictures, scanned documents and more to the invoice in this educational video.
Finalizing the Invoice – 3:09
This video will show you how to add payments and print or email the finished invoice.
This video will show you how to add payments and print or email the finished invoice.
Agreements
Creating a Basic Agreement – 6:45
This video will show you how to create a basic agreement.
This video will show you how to create a basic agreement.
Mobile
Mobile Dispatching – 9:20
This video will give you a quick overview of how to handle dispatches on the ESC Mobile Apps.
This video will give you a quick overview of how to handle dispatches on the ESC Mobile Apps.
Mobile Customers – 3:53
This video will teach you how to create customers, dispatches and quotes on the ESC Mobile Apps.
This video will teach you how to create customers, dispatches and quotes on the ESC Mobile Apps.
Mobile Management – 3:00
This video will show you how manage your technicians from the field using the ESC Mobile Apps.
This video will show you how manage your technicians from the field using the ESC Mobile Apps.