EPASS Training Videos
EPASS has several training videos covering different areas of the software.
Getting Started With EPASS
EPASS Fundamentals
Learn the fundamentals of how to use and navigate EPASS.
Invoicing
Creating a Basic Sales Invoice
How to create a sales invoice, including creating a new customer account, validating their address, adding product detail, and printing.
Creating a Quote
How to create a quote or estimate, including creating a new customer account, validating their address, adding product detail, and printing.
Updating or Changing a Delivery Address
How to change the delivery address on an invoice.
Splitting an Invoice
How to split an invoice in EPASS.
Finishing an Invoice
How to finish an invoice in EPASS.
Posting an Invoice
How to post an invoice in EPASS.
Purchasing
Purchasing Fundamentals
How to navigate purchasing in EPASS.
Ordering Inventory with the OE-04 Report
How to automatically order inventory with the OE-04 report.
A/R
Taking a Payment in A/R
How to take a payment in Accounts Receivable. You would take a payment in A/R when the Invoice is in the “Finished” status.
Dispatching
Defining Map Zones
Define your Map Zones in EPASS by drawing them out on a map. Once they are set up new customers will automatically be placed in the correct zone based on where they live.
Mobile Tech
Mobile Tech Overview
Put the power of EPASS in your Technician’s hands with EPASS Mobile Tech. View their route for the day, add parts and labor, take payment, and more!
April 3, 2023