Ascente Webinar Details

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ASCENTE WEBINAR DETAILS

 

Accounts Payable

This webinar will review the following:

  • A/P Business Rules
  • Setting up a new Vendor
  • Entering an A/P Invoice through Ascente
  • Entering a Debit Memo through Ascente
  • Hold/Release Invoices
  • Voiding a Check

Adding/Deleting a Technician

This webinar will cover the steps involved for adding/deleting technicians in the system, including:

  • Adding the Tech in Traverse payroll system
  • Adding the Tech in the Ascente Technician file
  • Adding the Tech in the Ascente Employee file
  • Adding the Tech in the Teletrac interface
  • Removing a Tech from the Call Inquiry screens
  • Deleting a Tech from the system

Ascente 3.6.6 Overview

This webinar will provide an overview of the new features added in the Ascente 3.6.6. Topics to be covered are:

  • X-Charge Credit Card interface for Maintenance Contracts
  • Technician Log Maintenance program
  • Hiding Labor Costs in Work Order Entry and reports
  • Ability to adjust grid settings by user in Work Order Entry
  • New Reports:
    • Technician Billable Service Hours
    • Marketing – Jobsite and Customer mailing labels, Jobsite and Customer e-mail address lists
    • Call Taker Analysis
    • Quotes Labels – Jobsite and Customer mailing labels
    • Jobsites by Customer

Ascente 3.7 Features

This Webinar will review the new features being added to the Ascente 3.7 release, including:

  • A new Favorites option where you can add shortcuts to Ascente programs or add menu items to call external programs (Websites, Excel, etc).
  • Tasking details from Mobile Pro are now passed back and stored in Ascente History.
  • Ascente now provides warnings if an Obsolete, Discontinued or Superseded inventory item is being used.
  • Daily News Report enhancements to include Average $’s/Flat Rate Task, # of Tasks completed and budget labor hours from the Tasks.

Ascente 3.7 Release

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:

  • The ability to flag a customer to receive their Service Invoices via e-mail instead of paper.
  • A new Favorites option where you can add shortcuts to Ascente programs or add menu items to call external programs (Websites, Excel, etc).
  • Extended lookup capabilities added to the Call Inquiry and Dispatch option.
  • Tasking details from Mobile Pro are now passed back and stored in Ascente History.
  • Ascente now provides warnings if an Obsolete, Discontinued or Superseded inventory item is being used.
  • Daily News Report enhancements to include Average $s/Flat Rate Task, # of Tasks completed and budget labor hours from the Tasks.
  • Plus many more

Ascente 3.7.3 Overview

This webinar will review the new features added in the Ascente 3.7.3 release. This will include:

  • The new Mapping/GPS Interface
  • Creating a Quote from an existing Service Order
  • Creating a Service Order from an existing History record
  • Quotes markup option at the line level
  • Branch/Department update to existing Work Order Lines
  • And many more

Ascente 4 Enhancements

This Webinar will review the new features added in the Ascente 4 release, including:

  • How to directly add a Hotline call from Ascente.
  • The new Ascente Inventory module.
  • The new Ascente Purchasing module.
  • Paging system changes.
  • Scripting changes.
  • Pricing method changes.
  • Job Cost Branch/Department Overlays.

NOTE: Attendance to this webinar AND the Traverse 11 webinar is required before installation of the new software.


Ascente GPS

This webinar will review the new Ascente GPS product which has the following features:

  • Display your Service Calls on Google Maps
  • Color coding to identify Open, Dispatched and Arrived calls
  • Landmark will identify the Service Order Number and call type (A/C, Plumbing, etc)
  • Does NOT require a contract with a GPS company
  • If you have a GPS provider for your vehicles that interfaces with this product you will also have these features:
    • Vehicles will also appear on the map with the name of the tech
    • Vehicles will be color coded so you can see which are working, driving or not productive
    • Automatically change the call status to Arrived once the vehicle is within a half mile of the jobsite

Ascente Mobile Investigations

The Ascente Mobile Investigations webinar will review this key feature in Ascente Mobile Pro that can help your technicians drive up their revenue. This features allows your technician present up to 4 different proposals to your customers that they can choose from. For example, if the customer has a water heater leak, the proposals could be for:
(a) fix the leak
(b) replace the water heater with the exact same size
(c) replace the water heater with a larger size
(d) install a tankless water heater.
Learn how Mobile Pro can help your company reduce paperwork and increase revenues.


Ascente Mobile Pro 3

Take a look at the latest version of Mobile Pro – Version 3.0. This version has been reworked to function and look like an iPad/phone app. See how this new version makes Mobile even easier to use and reduces the steps a tech must take. Not using Mobile now? See why Mobile Pro is a must have for your business.


Ascente Mobile Pro FAQs

This webinar will review Frequently Asked Questions regarding the Ascente Mobile Pro Web Based software. We will also introduce the new Credit Card interface with Open Edge (X- Charge).


Ascente Physical Inventory

This webinar will review the Ascente 4.1 Physical Inventory module including:
1. Freezing Inventory
2. Printing Count Sheets
3. Loading and Updating Counts
4. Reviewing GL Posting Considerations


Ascente Web Portal

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:

  • Open Service Orders & Quotes
  • Service History
  • Components
  • 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 cover the Tips and Tricks for ease of navigation and data entry within both the Ascente and Traverse systems. This is a great review for longtime users and a must for new users of the software.


Bank Reconciliation

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:

  • Clearing Transactions
  • Purging Transactions
  • Entering bank fees, transfers and other misc transactions
  • Void Checks/Stop Payments
  • Setup and Maintenance
  • Various Tips & Tricks

Banking

This webinar will review the features available within the Traverse Banking module. This webinar will cover the following topics:

  • Payroll Direct Deposit
  • Payroll Positive Pay
  • Accounts Payable ACH Payments
  • Accounts Payable Positive Pay
  • Accounts Receivable ACH Receipts
  • Bank Reconciliation Statement Import

Call Inquiry & Dispatch Basics

This webinar will be a nuts & bolts review of the Call Inquiry & Dispatch process. We will review best practices, tips & tricks, and highlight all of the functionality in the Call Inquiry & Dispatch screen. This is a great webinar for new dispatchers, 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.


Call Inquiry Options

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.


Call Taking Basics

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.


Compusource Client Portal

This webinar will review features offered on the Compusource Client Portal, such as managing your customer information (billing address, phone, contacts, etc), view support call history, place a support call, view invoice history and optionally pay invoices, and view contract renewals.


CONTRAC2 to Ascente

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:

  • Reporting benefits (exports to Excel, Word, E-mail, Flat Rate Book printing, etc)/o:p>
  • Data storage benefits (all characters can be entered, size limits removed, spelling/grammar checks, e-mail/internet addresses with hot links, custom fields, etc)
  • Technology benefits (SQL backend allows for easy access to data via Excel and other ODBC tools, no more index or data file errors, Triggers)
  • Ease of use (navigation, ease of training new employees, scripts, etc)
  • Modules that are not available in CONTRAC2 (Bank Reconciliation, Quotes, Mobile Pro, Notes Pro, X-Charge credit card interface, State/Federal payroll reporting including e-file, Digital Dashboard, etc)
  • Implementation (data conversion, training, etc)

Crystal Reports Viewer Functions

The Crystal Reports Viewer Webinar will review in detail all of the tool bar functions. These will include:

  • Export Functions
  • Printing functions
  • Group Tree
  • Stepping through pages
  • Find function
  • Zoom Option
  • Drill Downs

EPTR
Enhanced Payroll Tax Reporting

This webinar will review the Traverse Enhanced Payroll Tax Reporting module which contains over 300 certified state and federal payroll reports. Save time by letting the system generate all of your state and federal payroll reports and optionally e-file. EPTR also eliminates the need to purchase W2 forms as it will print these on plain paper. This webinar will cover the following topics:

  • State Reporting options
  • Federal Reporting options
  • E-file
  • W2 Processing

Excel data access

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.


Financial Statements

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:

  • Options when running financials (consolidation, departmental, active financials)
  • Adjusting a financial to include a new account
  • Total levels
  • Contents options
  • Layout options
  • Batch financials
  • Various Tips & Tricks

Info Alert/Triggers

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:

  • Info Alert overview
  • Configuring Alerts
  • Alert Delivery Methods
  • Existing Alerts
  • Trigger overview
  • Common uses
  • Trigger examples
  • Triggers vs Alerts

Inventory Overview

This webinar will provide an overview of the 4 levels of Inventory Management and the associated requirements for each:

  1. No parts tracking – all processing done as non-stock
  2. Part listing only for pricing
  3. Quantity Control
  4. 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.


Inventory Setup

This webinar will review the basics for setting up new Parts in the Ascente 4.x inventory system. We will review best practices, and highlight the key functions in the Ascente Inventory System in regards to setup.


Job Cost Billing

This webinar will cover the various Job Cost billing methods, including:

  • Percent Complete billing
  • AIA billing
  • Retention billing
  • T&M billing
  • Credit memo processing
  • Various Tips & Tricks

Job Cost Overview

This webinar will provide an overview of the Ascente Job Cost module. This webinar will cover the following topics:

  • Setup:
    • Jobs
    • Contracts
    • Estimates
  • Billing
    • Percent Complete
    • AIA
    • T&M
  • Reporting/Inquiries
    • Job Cost Report
    • Job Inquiries

Job Cost Reporting

This Webinar will review the usage of the various reports available in the Job Cost system, including:

  • Job Cost Detail Reports
  • Job Cost Reports
  • Job Age Analysis Reports
  • Job Inquiries

Job Cost Setup

This webinar will cover all of the steps required when setting up the job cost system, including:

  • Options and Interfaces
  • Billing Distributions
  • Cost Distributions
  • Cost Code Categories
  • Cost Codes
  • Allocation Methods
  • Jobs
    • Billing information
    • Contract and billing breakdown
    • Estimates

Job Cost Transaction Processing

This webinar will cover the various methods of posting costs against Job Cost Jobs, including:

  • A/P Invoices
  • Timecards
  • Inventory to Job
  • G/L Journals
  • Purchase Orders

Maintenance Contract Analysis

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:

  • Setup:
    • Budgets
  • Reporting
    • Jobsite Performance
    • Jobsite Performance with Totals
    • Gross Profit Report
    • Project Report

Maintenance Contract Budgets

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:

  • Setup
    • Budgets
  • Reporting
    • Jobsite Performance Report
    • Jobsite Performance with Totals Report
    • Gross Profit Report
    • Project Report

Maintenance Contracts Basics

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:

  • Maintenance Contract Setup:
    • Billing
    • Service
  • Generating Maintenance Service Orders and Invoices
  • Reporting
    • Maintenance Contracts reports
    • Annual Maintenance Schedule
    • Manpower Requirements
    • Expired Contracts
    • Label Printing

Maintenance Contracts Tasking

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:

  • Setup:
    • Tasks
    • Equipment
    • Components
    • Component Tasking
    • Component Items (Filters)
  • Reporting
    • Tasking Service Order
    • Filter Requirements

Marketing to Existing Customers using Excel

This webinar will introduce you to gathering marketing information from your existing Ascente and Traverse data. You will be shown how to use Excel and SQL Views to import marketing information into Excel spreadsheets for your customers and jobsites based on your own criteria. This is a very valuable tool that will aid you with your marketing efforts.


Notes Pro

This webinar will review the features of the Notes Pro module including the following:

  • Linking documents/folders to notes
  • Imbedding documents within a note
  • Assigning priorities to notes, including Alerts

Payroll

This webinar will review the basics of Payroll process and will include Timecard Entry, Check Processing and Tips/Tricks.


Productivity Reports

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:

  • Linking the Productivity Report to your data
  • Refreshing data
  • The power of Pivot Tables and how to use them
  • Overview of reports available

Purchase Order Processing

This webinar will review how to use the Purchase Order module in Ascente 4. It will review the following:
– Creation of Purchase Orders
– Receiving Purchase Orders (and how to receive a line for a job and truck stock at the same time)
– Invoicing a PO


Purchasing

This webinar will review the following:

  • Creating a Purchase Order for restocking the warehouse or for office supplies
  • Creating a Purchase Order for a Service job (Quick PO)
  • Creating a Purchase Order for a Job Cost job
  • Receiving a PO
  • Entering an A/P Invoice against a PO
  • Processing a Return
  • Moving PO’s to History

Quantity Tracking

This webinar will review the following in regards to Inventory Quantity Tracking:

  • Using the Physical Inventory options to load your quantities
  • How to enter Transfers\Adjustments
  • A review of which processes automatically adjust inventory quantities
  • Using the Work Order Restock option
  • Using the Inventory Movement Report to see your transactions

Quotes

This 1 hour webinar will review the new Quotes Module that has been added to Ascente. This webinar will cover the following topics:

  • Entering and maintaining Quotes
  • Printing Quotes
  • Ascente Mobile Pro field processing
  • Accessing Quotes from Call Taking, Call Inquiry and other areas in the system
  • Scheduling Salesperson Activities
  • Using the Quotes Module to track Customer complaints
  • Turning a Quote into a Service Order or Job Cost Job
  • Creating Components from Quotes
  • Creating a new Quote from an existing Quote
  • Management Reports

Scripts, Tab Stops and Form Printers

The Scripts, Tab Stops and Forms Printers Webinar will review the following:

  • How to use the Scripting feature, not only for Call Taking but also as a help guide on other screens in Ascente
  • How to set up Tab Stops for groups, but also on the fly
  • How to set up Forms Printers in both Ascente & Traverse

Service Invoicing

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.


Setting up new users

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:

  • Adding a new user through the Traverse Server Manager
  • Adding a new user in the Ascente User setup
  • Configuring Ascente/Traverse RDP files for workstation connections
  • Basic security setup in both Ascente/Traverse

Subscription/Support Benefits for Ascente & Traverse

This webinar will review how to get the most out of your Subscription and Support Services. We will review all of the benefits included in your Subscription/Support Services. This will include the following:

  • Webinars
  • Self help options:
    • Ascente/Traverse On-Line Help
    • Ascente Website
      • FAQ’s
      • Training Videos
      • Call History/Summary
    • Open Systems Website
      • On-Line training
      • User Tips
      • Knowledge Base
      • Checklists
  • Hotline Support
    • Options for placing a support call
    • Best practices to get a solution faster
  • Product Updates/Enhancement requests
    • Product enhancement cycle for Ascente & Traverse
    • How to submit enhancement requests for Ascente & Traverse

TeleTrac

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.


Traverse 11 Accounts Receivable Part 1

This webinar is the first in a series that will review the Traverse 11 Accounts Receivable module. In this webinar we will review:
– Cash Receipts entering and posting
– Split/Reapply tips


Traverse 11 Enhancements

This Webinar will review the new features added in the Traverse 11 release, including:

  • Menu/Navigation changes.
  • Interactive Views.
  • Lookups/Filtering/Column Chooser.
  • Form Printing.
  • Digital Dashboard.
  • Copy/Paste in grids.

NOTE: Attendance to this webinar AND the Ascente 4 webinar is required before installation of the new software.


Traverse 11 Interactive Views

This webinar will review tips and tricks with using the powerful Interactive Views within Traverse 11. Learn how to customize the views and save them for just yourself, or for all users. Other items that will be reviewed are the how to move columns around or add/remove columns, grouping, sorting and filtering. This is a must attend webinar for any Traverse 11 user.


Traverse General Ledger

This webinar will review the following regarding Traverse 11 General Ledger:
1. Entering and posting Transactions
2. Management reports and Financials
3. Periodic Processing and Updating the Current Year
4. Setup & Maintenance – Chart of Accounts Setup


Using Custom Fields

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

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:

  • Ascente Service Order/Work Order Entry payment processing
  • Ascente Recurring Maintenance Billing processing
  • Ascente Mobile Pro field processing
  • Traverse Cash Receipts processing
  • Traverse Point of Sale processing

Year End Processing Traverse 10.5/Ascente 3.x

This webinar will review the Year End Processing procedures for your Ascente 3.x and Traverse 10.5 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).


Year End Processing Traverse 11/Ascente 4.x

This webinar will review the Year End Processing procedures for your Ascente 4.x and Traverse 11 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).