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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!

Updated

April 3, 2023