Contrac2 Support : Training: Webinar Details
This webinar will review the following:
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A/P Business Rules
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Setting up a new Vendor
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Entering an A/P Invoice through Ascente
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Entering a Debit Memo through Ascente
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Hold/Release Invoices
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Voiding a Check
This webinar will review tips, tricks and exception processing within the Accounts Receivable module. Save time and eliminate frustration by learning how to avoid common mistakes when processing A/R. This webinar will cover the following topics:
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Credit Memos/Applying to Invoices
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Cash Receipts processing/Write Offs
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Finance Charge processing
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Statements including E-Mail/Fax delivery
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Periodic Processing
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Various Tips & Tricks
This webinar will cover the steps involved for adding/deleting technicians in the system, including:
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Adding the Tech in Traverse payroll system
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Adding the Tech in the Ascente Technician file
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Adding the Tech in the Ascente Employee file
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Adding the Tech in the Teletrac interface
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Removing a Tech from the Call Inquiry screens
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Deleting a Tech from the system
This webinar will provide an overview of the new features added in the Ascente 3.6.6. Topics to be covered are:
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X-Charge Credit Card interface for Maintenance Contracts
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Technician Log Maintenance program
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Hiding Labor Costs in Work Order Entry and reports
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Ability to adjust grid settings by user in Work Order Entry
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New Reports:
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Technician Billable Service Hours
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Marketing - Jobsite and Customer mailing labels, Jobsite and Customer e-mail address lists
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Call Taker Analysis
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Quotes Labels - Jobsite and Customer mailing labels
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Jobsites by Customer
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This Webinar will review the new features being added to the Ascente 3.7 release, including:
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A new Favorites option where you can add shortcuts to Ascente programs or add menu items to call external programs (Websites, Excel, etc).
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Tasking details from Mobile Pro are now passed back and stored in Ascente History.
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Ascente now provides warnings if an Obsolete, Discontinued or Superseded inventory item is being used.
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Daily News Report enhancements to include Average $'s/Flat Rate Task, # of Tasks completed and budget labor hours from the Tasks.
This webinar will review the new features added to the Ascente 3.7 release. This was originally scheduled to come out in June, but due to a number of important requests, we decided to push the release out until September. Some of the new features we will be covering are:
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The ability to flag a customer to receive their Service Invoices via e-mail instead of paper.
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A new Favorites option where you can add shortcuts to Ascente programs or add menu items to call external programs (Websites, Excel, etc).
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Extended lookup capabilities added to the Call Inquiry and Dispatch option.
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Tasking details from Mobile Pro are now passed back and stored in Ascente History.
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Ascente now provides warnings if an Obsolete, Discontinued or Superseded inventory item is being used.
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Daily News Report enhancements to include Average $s/Flat Rate Task, # of Tasks completed and budget labor hours from the Tasks.
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Plus many more
This webinar will review the new Ascente GPS product which has the following features:
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Display your Service Calls on Google Maps
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Color coding to identify Open, Dispatched and Arrived calls
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Landmark will identify the Service Order Number and call type (A/C, Plumbing, etc)
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Does NOT require a contract with a GPS company
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If you have a GPS provider for your vehicles that interfaces with this product you will also have these features:
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Vehicles will also appear on the map with the name of the tech
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Vehicles will be color coded so you can see which are working, driving or not productive
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Automatically change the call status to Arrived once the vehicle is within a half mile of the jobsite
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This webinar will provide a demonstration of a new Web Portal product that will allow your customers to log in through your website and view the following:
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Open Service Orders & Quotes
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Service History
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Components
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Component History
We will discuss future functionality that we plan to add, and would like to get your feedback.
Ascente/Traverse Navigation Tips & Tricks
This webinar will review the Bank Reconciliation process and highlight best practices. Save time and eliminate frustration by learning how to avoid common mistakes when reconciling. This webinar will cover the following topics:
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Clearing Transactions
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Purging Transactions
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Entering bank fees, transfers and other misc transactions
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Void Checks/Stop Payments
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Setup and Maintenance
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Various Tips & Tricks
This webinar will review the features available within the Traverse Banking module. This webinar will cover the following topics:
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Payroll Direct Deposit
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Payroll Positive Pay
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Accounts Payable ACH Payments
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Accounts Payable Positive Pay
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Accounts Receivable ACH Receipts
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Bank Reconciliation Statement Import
Call Inquiry & Dispatch Basics
Call Inquiry Options will review the various configuration options available in the Call Inquiry and Dispatch screen. We will also review how to configure color schemes. Using these tools you can make your dispatchers more efficient and make the inquiries easier to use.
This webinar will be a nuts & bolts review of the Call Taking process. We will review best practices, tips & tricks, and highlight all of the functionality in the Call Taking screen. This is a great webinar for new call takers, but also a great review for seasoned veterans. We have added many features to this program over the years that many may not be aware of.
The Webinar will review details of the software benefits of upgrading from CONTRAC2 to the Ascente Windows product. This is a chance to see the Ascente software, review the key benefits over CONTRAC2, and ask questions. Some of the topics to be covered are:
Crystal Reports Viewer Functions
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Export Functions
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Printing functions
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Group Tree
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Stepping through pages
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Find function
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Zoom Option
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Drill Downs
EPTR
Enhanced Payroll Tax Reporting
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State Reporting options
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Federal Reporting options
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E-file
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W2 Processing
This webinar will review the basics of using Excel to access your AscenteTraverse data. It’s easier than you think! We will step through creating the connections from Excel to your data, creating/saving a basic query, and review some of the common tables you may want to report from.
This webinar will review the basic steps required to modify existing financial statements or create new statements. Also learn how to run financials to provide departmental or consolidated company information. This webinar will cover the following topics:
This webinar will review how the Info Alert product and SQL Triggers can be used to have the system proactively provide you or your customers with critical information regarding your business or services. This webinar will cover the following topics:
This webinar will provide an overview of the 4 levels of Inventory Management and the associated requirements for each:
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No parts tracking - all processing done as non-stock
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Part listing only for pricing
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Quantity Control
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Full GL Integration
This webinar will arm you with the information needed to decide which level of processing you want for your organization. We will be offering additional webinars this year on how to implement levels 2 and 3.
This webinar is the second in our series and will review the basics for setting up your inventory system. We will review best practices, and highlight the key functions in the Inventory System. Business Rules, Items, Locations, Product Lines, Pictures and Item Groupings will all be covered. We will offer our opinions regarding developing an item numbering scheme and some considerations regarding selecting a flatrate system vendor.
This webinar will cover the various Job Cost billing methods, including:
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Percent Complete billing
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AIA billing
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Retention billing
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T&M billing
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Credit memo processing
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Various Tips & Tricks
This webinar will provide an overview of the Ascente Job Cost module. This webinar will cover the following topics:
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Setup:
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Jobs
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Contracts
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Estimates
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Billing
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Percent Complete
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AIA
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T&M
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Reporting/Inquiries
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Job Cost Report
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Job Inquiries
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This Webinar will review the usage of the various reports available in the Job Cost system, including:
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Job Cost Detail Reports
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Job Cost Reports
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Job Age Analysis Reports
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Job Inquiries
This webinar will cover all of the steps required when setting up the job cost system, including:
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Options and Interfaces
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Billing Distributions
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Cost Distributions
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Cost Code Categories
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Cost Codes
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Allocation Methods
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Jobs
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Billing information
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Contract and billing breakdown
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Estimates
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Job Cost Transaction Processing
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A/P Invoices
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Timecards
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Inventory to Job
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G/L Journals
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Purchase Orders
This webinar will review how to set up Budgets and run the Jobsite Performance reports on your Maintenance Contracts within the Ascente system. This webinar will cover the following topics:
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Setup:
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Budgets
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Reporting
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Jobsite Performance
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Jobsite Performance with Totals
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Gross Profit Report
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Project Report
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This webinar will review the configuration of budgets for you maintenance agreements and then how to use reporting within the system to analyze performance against the budget. Topics to be covered are:
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Setup
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Budgets
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Reporting
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Jobsite Performance Report
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Jobsite Performance with Totals Report
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Gross Profit Report
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Project Report
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This webinar will review how to set up Maintenance Contracts within the Ascente system, generate billings and service orders, and review the associated reports. This webinar will cover the following topics:
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Maintenance Contract Setup:
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Billing
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Service
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Generating Maintenance Service Orders and Invoices
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Reporting
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Maintenance Contracts reports
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Annual Maintenance Schedule
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Manpower Requirements
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Expired Contracts
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Label Printing
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This webinar will review how to set up Tasking and Filters against Components on Maintenance Contracts within the Ascente system. This webinar will cover the following topics:
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Setup:
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Tasks
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Equipment
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Components
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Component Tasking
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Component Items (Filters)
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Reporting
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Tasking Service Order
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Filter Requirements
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Marketing to Existing Customers using Excel
This webinar will review why Mobile Pro will save you time and money. With hardware prices at new lows, now is the time to automate your field staff. This webinar will cover the following topics:
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New features that have been added in the last year
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Key product features
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Simplified billing within field invoicing
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Save time/money by processing credit cards in the field
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Eliminate hand written field invoices
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Eliminate Work Order entry/Timecard Entry by office staff
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Reduce office calls from techs since they can lookup history/component information in the field
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ROI
This webinar will review the features of the Notes Pro module including the following:
This webinar will review the Traverse Productivity Reports options available within each Traverse module. These are Microsoft Excel spreadsheets/pivot tables. We will review the following:
This webinar will review the following:
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Creating a Purchase Order for restocking the warehouse or for office supplies
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Creating a Purchase Order for a Service job (Quick PO)
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Creating a Purchase Order for a Job Cost job
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Receiving a PO
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Entering an A/P Invoice against a PO
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Processing a Return
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Moving PO's to History
This webinar will review the following in regards to Inventory Quantity Tracking:
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Using the Physical Inventory options to load your quantities
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How to enter Transfers\Adjustments
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A review of which processes automatically adjust inventory quantities
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Using the Work Order Restock option
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Using the Inventory Movement Report to see your transactions
This 1 hour webinar will review the new Quotes Module that has been added to Ascente. This webinar will cover the following topics:
Scripts, Tab Stops and Form Printers
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How to use the Scripting feature, not only for Call Taking but also as a help guide on other screens in Ascente
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How to set up Tab Stops for groups, but also on the fly
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How to set up Forms Printers in both Ascente & Traverse
This webinar will review the various configuration and processing options for Service Billing, the processing steps, and Best Practices to insure the most accurate postings. This will include a review of Timecard Entry, Work Order Entry, Prebill Register, Invoices and Update.
This webinar is intended for the system administrator and will review the steps for setting up a new user in your Ascente/Traverse software, including:
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Adding a new user through the Traverse Server Manager
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Adding a new user in the Ascente User setup
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Configuring Ascente/Traverse RDP files for workstation connections
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Basic security setup in both Ascente/Traverse
The Teletrac Webinar will show the capabilities of the Teletrac GPS system. This will include the features of vehicle monitoring, dash mounted screen as well as system reporting. Using the latest GPS technology Teletrac insures the reduction of fuel expense and increases technician productivity.
Using Custom Fields will review how to configure the various types of custom fields available throughout the Ascente system. This will include real life examples of each type and how they can enhance the information you get out of the system.
X-Charge is a credit card processing company. Learn how the free X-Charge interface within Ascente and Traverse can save you time in credit card processing. This webinar will cover the following topics:
This webinar will review the Year End Processing procedures for your Ascente and Traverse software. The first half of the webinar will cover the general accounting year end processing followed by a question and answer session. The second half of the webinar will review payroll year end processing followed by a question and answer session. (Those of you that do not use the Payroll module can skip this section).
