NetServiceBooks Service Software - Recently Updated Pages

Where to start?

cassyjb — Thu, 21 Jan 2010 12:25:13 CST

Every company finds their own way to use NetServiceBooks, and since our software can do so much, there are many ways to accomplish a task. This page is built to give you an idea of where you'd like to go if you find yourself stumbling around the system thinking, "what should I do next?"

Users

cassyjb — Thu, 10 Dec 2009 11:42:50 CST

How to get to this screen: Click on Utilities, then Users.
This screen is used to create and edit NSB user names, passwords and delegate permissions in the system.

Create a User Name limit 6 characters. This will be the same User Name you will enter from the log-in screen at https://online.netservicebooks.com.
Enter this persons' First Name and Last Name. the Username will be the same as the User Name created above.
Enter the Password and Re-Enter Password.
Select up to 3 Group Memberships. The example above details exactly how a Field Technician would be set up to view the Field Technician Menu upon Log-in with special permissions. Use the drop down menu to select a permission. More permissions can be added in the Privileges tab.
Enter the Payroll Emp-Code for this user. If this user is a customer you do not have to enter this field.
X-Fer Hrs From Inv. To P/R, when checked, will move the hours from this user's invoices to their Time Card in Payroll automatically.
The This User Can Make New PO, This User Can Price Invoices, Remove Schedule Records and Show Full Schedule Board check boxes will allow this user permissions for those actions.
Customer/Billcode- This field is used to specify a Customer log-in. Select Customer or Billcode from the drop down menu and enter the actual code in the Customer/Billcode field.
The Status for this user can be changed from Active to Inactive. An Inactive user will not be able to log-in to the system but can be made active again with the same permissions if need be.
After creating or editing this user, click the Save button at the top of the screen.

The Log-in History tab shows the dates and times this user has used the system.

Utilities System File

cassyjb — Thu, 10 Dec 2009 10:33:21 CST

How to get to this screen: Click on Utilities, then System File.
The System File is used to set program defaults for your company.

The Reg, O/T Hourly Rate and the Sales Tax #1, #2 % fields are the default amounts used in Billing.
The Area Code and Zip Code are used as defaults throughout the system.
Enter the Federal ID # for your company. The Service Type will be the default in the system.
The Current Billing Month works with Billing. When Close Billing is run at the end of each month, the month will be updated here in the system file.
The Auto Page On Schedule Board, when turned on, can send out a page when a work order is saved.
The JPG File For Company Header field is the place to enter the JPEG file for your company logo. This will appear as the heading of your proposals.
Covered On Invoices: default the material and labor on invoices to covered under a contract or quote.
Print Materials On Inv, Tax Labor, Tax Contracts: These options will default on the invoice.
Update Job Cost From PO: Defaults the system to use purchase orders to update job cost.
Use Service Type On Work Order: Defaults the system to use the default Service Type on all work orders.
Print Labor On Invoices, Tax Materials, Tax Travel Time: These options will default on the invoice.
Post to General Ledger: Integrates all modules into the General Ledger. This option must be selected to use the General Ledger properly.

Under the Form Headers enter the headers and footers to appear on company forms printed throughout the system.

Enter Company information under the Defaults 2 tab.
The Billing Department used for invoicing is entered here.
Enter your company website address in the Company Domain Name field.
Inventory Markup Level 1,2 and 3 are markups used on the Quick Invoice in Billing.
If you are accepting credit cards, enter the Merchant User Name, Merchant Password, Merchant Number, Merchant Client Number and Merchant Terminal Number.
The SMTP Server number is used for sending e-mails. NetServiceBooks will set this up for you.
The Late Charge % is used to generate late charges automatically for customers.
The G/L Department is used for the invoice.
Select your company's Business Type from the scroll down menu.
The E-Mail Addr Fax Server is set up by NetServiceBooks.
For the Schedule Board: Show Address, Show Time Promised, Show Future Calls On Schedule Board, Force Time In-Route and Arrived and X-Ref Work Order To PO On Schedule will set defaults on the Schedule Board.
Force Time In-Route, when checked, will not allow your technicians to invoice a customer if the Time In-Route and Time Arrived fields are empty.
X-Ref Work Order To PO On Schedule, when checked, will not allow the status of parts on a schedule record to be changed; instead the schedule records will be cross referenced to the Purchase Order only.

The Defaults 3 tab is where default General Ledger accounts are entered and user access is defined.
Enter General Ledger account numbers for each account field.
Travel/Truck Charges Description default is found in Billing and is used to describe the fee charged to the customer on the invoice for travel and/or truck charges.
The Database Type is used by NetServiceBooks to manage files.
A/R Journal #(1-6): The default for this field is 1. This has been set and should not be changed.
1st Calendar Period(1-12): This is used for the Edit List Comparison Report and specifies the beginning month of your fiscal period (the example above begins in January).
CC Po Received Pager Email(s): When parts are received on the purchase order and the email option has been selected a page and/or email will be sent out to the users specified here.
CC New Job Email(s): Users entered here will be notified by e-mail when a new job is created.
A/R - G/L Users: Enter the users that need access to Accounts Receivable and the General Ledger here.
Email Users For Cust Menu: Enter the e-mail addresses for additional users other than the Dispatcher who need to receive e-mails from the Customer Menu.
Dispatchers Email: Enter the Dispatcher's e-mail address here for the Dispatcher to receive e-mails sent from the Customer Menu.

The Bank Info tab allows you to set up bank information to use automatic deposit from Payroll. Enter data in each field; call your bank for assistance.

The Job Numbers tab is used to better organize Jobs, Estimates and Proposals created under Job Cost. The Letter corresponds with the Year the job is created; so a job created in 2006 will start with the Letter A.

Office Locations- to set up multiple office locaions, click the Add Offices button. Enter a location and save; drop down selections will appear in areas of NSB where office location selection is relevant (customer file, invoice, purchase orders, etc.)

Back to NetServiceBooks Web Based Service Software Documentation

Back to General Ledger

Updates

cassyjb — Tue, 24 Nov 2009 10:06:50 CST

Updates made to NetServiceBooks are displayed to you when you log in to your company. Here are the archives!

11-21-2009	There is now no problem with saving any information on any customer, job, proposal,invoice, estimate or invoice comments. You can now copy and paste from Word or any other program into NSB.
11-14-2009	Added full gmail integration to the Contact Management module. A new Gmail button is now on the Contacts screen that allows you to send an email thru your gmail account. You can also send mass emails thru your gmail based on an mail code on the contact file using. You can send emails matching by using the recontact customers/prospects selection of Contact management. Please contact NSB if you wish to use this feature.
11-8-2009	Keeping your general ledger in balance with your respective aging reports is now easier. There is a new checkbox on the general ledger system file called only allow entry into current month. If this checkbox is checked then whatever you enter that sends transactions to the general ledger is affected. When you tab off a date of a voucher for example, the fiscal period will change when you tab off the voucher date and you can not save a voucher if the fiscal period does not match the voucher date. NSB knows the correct fiscal period based on the date when you setup under Utilities Maintain System file First Calendar Month Of Fiscal Year.
11-6-2009	Added invoice information to the right side of the print jobs file. This information consists of a list of invoices with that job number and how much of the invoice is still unpaid. Allows the user to get a quick look at their accounts receivable associated with their jobs.
11-6-2009	Added user history button on equipment forms under utilities menu. This new feature can be used when your computer hangs or your power goes out while doing an html equipment form or just to look at what you just changed.
11-3-2009	Added new text box called email comments on the parts request screen. These email comments will only be used for email or faxing to the vendor by your purchasing person to get prices from the vendor on the specified materials on your parts request.
11-3-2009	ie8 Window Size Tip If you are experiencing crazy windows sizes, try this: Close all windows of Internet Explorer except for one. Resize the window manually by dragging the sides to the desired size (do not click the maximize button). Hold down the CTRL key and click the close button on the browser (upper right).
10-31-09	Made g/l accounts center faster and added the ability to see non-posted items. Now you can see all your transactions(closed and unclosed) for any general ledger account in one place by going to the general ledger menu then to the accounts center. When you click on the account number on the left you will see all the transactions for that account on the right. Check out our new General Ledger Accounts Center.
10-31-09	Added user history button on Maintain Invoices. Now whenever an invoice is saved. Whether in Maintain Invoice or Quick Invoice, a history is kept of the user, date and the detail description as it was when the invoice was saved by the user.
10-27-09	Added user history button to parts request. This new button will allow the user to see every person that has saved this parts request and the date it was saved. Also, a copy of the parts request tech notes, purchasing notes and email notes is kept in history.
10-25-09	Would you like to keep track of all the call backs by employee code? If you click the call back check box on the work order. The call back empcode will be tagged with this call as a call back and when you bring up the work order listing you now have the option of printing just call backs.
10-26-09	A change has been made when making customer payments. You can now apply a discount amount when entering a payment if you allow the customer to get a discount for paying early. Although, many hvac companies do not need this feature. Some do like to reward their customers with paying early.
10-16-09	What you are currently seeing is a new updates and changes notification. From now on whenever you login into NSB and any new enhancements or fixes have been made. You will see them here. New notifications are coming soon. Now all you have to do is click mark as viewed and click the close button.

1. In your Internet browser, click on Tools.
2. Select Security from the drop down menu.

3. Click the 'Custom Level' button as shown above.

4. Scroll down to 'Display Mixed Content' and select 'Enable'.

5. Scroll down to 'Navigate sub-frames across different domains' and select 'Enable'. Click the 'OK' button.

6. A warning will appear as shown above; click 'Yes' to move on.

Customers

cassyjb — Tue, 20 Oct 2009 13:04:43 CDT

How to get to Maintain Customers: Click on Billing, then Maintain Customers. Enter customer information here, such as name, address, billing information, equipment, labor rates, etc. How To Find an Existing Customer (created by the QuickBooks Import or manually):

Click on the white look up button (highlighted in the above example).

Enter a Customer # or use the look up button to search.
Searching by Address is the most efficient way to pull up a customer.
Enter the address in the Search Criteria field and click the Submit button.
Click on the customer you need. The customer's Code will be pulled into the Customer # field. Click the Tab key on the keyboard to bring in the information for that customer.

The Location Info tab contains the customer's Name, Address, City, State, and Zip Code .
The Atten field contains the contact name. The customer's Phone, Extension, Fax and Email Addresses are listed here. If an email address exists, the technician can email invoices to the customer.
To enter a Map Code for a customer, find the location in the local map book.

Bill codes are used for separate billing purposes. To enter a bill code, type in the Billcode Name field; a drop down menu like the one shown above will appear. Click on the correct bill code from the dropdown and press the Tab key on your keyboard.
If a bill code is being used for this customer, the Billcode field will contain a different number that will pull in the Bill To name, Address, City, Atten contact person, State, and Zip for that bill code.
If there is no bill code for this customer, the information on this tab should match the Location Info contents.

Under the Comments tab, type in any extra information about the customer. Comments can be seen in the History Report (accessable by button in Maintain Customer screen) and in the Schedule Board when hovering your mouse over this customer's schedule record for 4 seconds.
Under the Equipment tab you will find specific information concerning all of the equipment that is currently on the customer's site. Click the Add Rows button to add equipment.

To edit equipment, you can double-click directly on the line to type and use the Tab key on your keyboard to move to the next space. To edit the equipment, select the line to edit and right-click to see the menu shown below...

Select Edit As Form to edit equipment. You can also select Lookup Job (find equipment by job number) or to Delete Row.

Above is the Customer Equipment screen. Here you can add new equipment, Delete, Print, print customer History, or maintain billing look up codes (LU Codes).

Under the Details tab, the Equip Number field will have the next number already entered for you. Enter the Unit ID/Desc.
Enter the Manufacturer number or use the look up button to search. Enter the Type, Model #, and Serial #.Enter Voltage and Size if that information is available.
Type in the Install Date or use the calendar button.Existing equipment may not have an Install date. IF that is the case, leave this field blank.
Enter the Condition of the equipment.
Enter the Filter codes from inventory or use the look up button to search. Be sure to enter the quantity for each filter type. A description should appear under the Filter #.
Enter the Skill Level that is necessary for a worker to handle the job. Type in the person's name who evaluated the job in the Eval By field.
Enter the Service Contract # or use the look up button to search.
Enter the date of Last Service and the Date Info Updated.
Type the name of the person it was Installed By, the Warranty Date, and the Condition Date.
Type in the Belt information just as you did the Filters.

Under the Air Flow tab, answer the questions Did You Check The Following? and type the information needed under Air Flow.
This information is obtained from the Air Balance performed at the customer's site.
Enter the information needed under the Outlets, Cooling, Heating, Contract/Info and Comments tabs.
After entering the equipment information, click the Save button to add this to the customer's equipment list.
The Misc Info tab contains hourly rates and tax information on the customer.

The Labor Rate and Labor Rate Overtime fields are preset and should be already be filled in. For extra labor rates, use the blank fields underneath Labor Rate Overtime (above example shows Labor Rate 3 and 4) to add variable labor rates for this customer.
The Office Location field will sort this customer by office if your company has multiple locations.
Enter Sales Person employee code by typing in this field and selecting the person's name from the drop down menu.
Enter Mail Code, Account Number, Parts Mark (up/-down), Lead Source, and Cust Type when needed.
The State Id, Sales/Use Tax I.D, and City ID are required fields. If customer is tax exempt, enter NONE in the Sales/Use Tax I.D. field.
Check the F & B Not Included On Contract? box if this customer should be charged for filters and belts.
Check the Commercial box if this is a commercial customer. This will sort the customer's work orders on the Schedule Board when sorting by residential or commercial.(see Schedule Board in the Schedule Course)
The Customer User field is used for Customer Portal access. Enter the Customer's User ID on every location this customer has access to.
Primary and Secondary Tech fields are used to define customer or company preference to a technician for this customer.
Enter the Sales/Use Tax #1, 2 and 3 along with the correponding Sales Tax G/L Accounts when applicable.

The Custom Forms tab is used to create personalized forms for your business. You can request to have new forms created for use in this field.
Use the drop down menu to select the form needed. Save after completing the form.

All work orders for this customer will be listed under the Work Orders tab. Click on the WO # link to be taken to that work order.

All purchase orders for this customer will be listed under the Purchase Order tab. Click on the PO# or WO# to navigate.

Back to NetServiceBooks Web Based Service Software Documentation
Back to Billing

Spark Instant Messenger (download)

cassyjb — Wed, 19 Aug 2009 09:42:50 CDT

Spark is an instant messaging tool that can be downloaded to your computer. It is still private and runs with NSB, but does not close when the browser you are working in closes.
To download Spark, go to http://www.igniterealtime.org/downloads/index.jsp#spark. Click on the download button for your platform.

When your platform is selected, choose the recommended download, as shown below.

Once the program is downloaded to your computer, enter your NetServiceBooks information to log in.

Click 'Login' at the bottom right. All your contacts will be loaded into your Spark from your company in NetServiceBooks; contact Mike or Cassy for support.
To instant message someone, double click on their name to begin chat.

Quick Invoice

cassyjb — Tue, 21 Jul 2009 14:09:02 CDT

How to get to Quick Invoice: Click on Billing, then Quick Invoice.
The Quick Invoice is used to create a new invoice for a customer. When the invoice is complete it can be posted to Accounts Receivable and printed, faxed, or e-mailed to the customer.

Enter an Invoice # or type in N to pull up the next number.
Job Cost Material List - checking this box will change this invoice into a Job Costing tool: Enter the Job # and Item #'s that will go against the job and click the Save button. This will place the items on the invoice against the Job (in Job Cost, Job Billable Materials) and relieve Inventory of the items.
Enter a Work Order # or use the look up button to search. Up to 2 work orders can be used on this invoice. To enter more work orders, go to Maintain Invoice.
The Customer # will be pulled in with the Work Order. The Edit Customer button will take you to the Maintain Customers screen to change customer information; Cust History will pull up the customer's history and Load Equip will pull in the customer's equipment list so items can put against the equipment on this invoice, which will also update the customer's equipment and history.
Enter a Job # if applicable. When a job number is entered, the items and employee time on this invoice will go against that job.
The Internal Notes entered here will not appear on the invoice when printed for the customer. These notes are for inner office use only. Be sure to check the Alert to User box and select a user at the bottom of the screen before saving.
The Invoice Description is used for customer notes and are included on the actual invoice. This is a description of the work performed.
The Import Filters button will bring up a list of filters and belts for the customer so you can select what you need and it will be pulled into the invoice for you.
Choose the Tax, Billing Department, and Tax Code.

The Flat Rate Quote box, when checked, will bring up the menu shown above. NetServiceBooks works with Callahan Roach Flat Rate pricing to bring you this special feature.
First, select a repair Group from the drop down menu.
Select the Brand from the drop down menu; your choices here have been sorted by the Group selected.
Third, select the Repair Description from the drop down menu. The repairs are already sorted by Group and Brand.
Prices will be brought in from the book files. Either check a box next to the appropriate price or enter your own price in the Selected Price field.
If your company does not use Callahan Roach's pricing, enter the Repair Description by first clicking on the check box, and enter the Installed Price.

Enter the Item # (the ... button is a look up, the blank button beside it will take you to Inventory, Maintain Items) and Location. The item will be taken from inventory through this screen. A Material Description will automatically appear. Any parts ordered against this work order number will be pulled onto the Quick Invoice.
Enter the Quantity of the item used.
The U.O.M.(Unit Of Measure) , Cost Per Unit, Markup, Sell Price Per Unit, and Sell Extend fields will come up with the item brought in.

Choose whether or not to Print this item on the invoice.
Select a Charge Type and Equipment from the drop down menus. The Charge Type allows the accounting system to distinguish between whether it's chargeable, warranty, contract, etc.
The E button will take you to the equipment form within Maintain Customer to edit that piece of equipment quickly.
To use the Refrig (Refrigerant Reclaim) feature, select an inventory item that has been set up as refrigerant (item # will start with 'ref') or type the word 'reclaim' in the item description field. Check the box corresponding with that item and this invoice will be tracked in the EPA forms in NSB.

To add a commonly used tool or item to this invoice, check the box next to the item used.

Enter the Emp-Code, Date worked, and Hours.
The Rate Per Hour field is generated from Maintain Customer. Click on the drop down to select a rate to charge.
The Ext. Price field will automatically calculate the total labor cost.
Select to Print on invoice, choose a Pay Type for the hours worked, choose how to charge the customer in the Charge Type drop down, and select the Equipment.

Enter Shipping when applicable.
If the Flat Rate box was checked above, the amounts in those fields will add up in the Quote field.
The PO # field holds the customer's purchase order number, if they have one.
Check User Is Complete With Invoice if this invoice is finished.
The Post To A/R check box will send this information over to Accounts Receivable. If you are an authorized user, you will see this checkbox. Check the box and click the Create G/L Entries button to move entries to the A/R Journal. Make sure to double check the Fiscal Number and G/L Department fields for accuracy.
Check Alert To Internal Notes if there are notes above that need to be addressed. Choose an Alert To User from the drop down list.
Click the Save Invoice or Save/Print button when completed. To accept a credit card, click the Pay By CC button.

Select a button to Print, Fax or Email this invoice to the customer. The email and faxing information is derived from the Maintain Customer file.

Back to Billing

NSB Lite

cassyjb — Tue, 21 Jul 2009 08:12:54 CDT

This menu is a chopped version of NetServiceBooks. With this version, it's simple to dispatch work orders to technicians, manage customer files including equipment, and invoice. Support is also available from the chat button. On this page I will provide a brief description of each button with a link to more detailed documentation.

Schedule

Dispatch Wizard - click here to create a new work order or view schedule records.
Print Schedule - print out today's schedule for a technician who doesn't have the ability to manage their schedule bard from the field.

Billing

Quick Invoice - create or manage an invoice.
Customer Payments - enter customer payments and apply them to invoices.
Credit Memos - apply credits to unpaid invoices.

Customers

Customer Center - view in one screen customers, invoices and work orders. Edit customer information; access equipment history.
Bill Codes - create bill codes for customers to use on the customer file for different locations.

Reports

Invoice Ledger - pull up invoice listings using several different parameters.
Technician Invoices - access invoices by technician.
Statements - print statements for customers.

System File - the core of your system (company information, default charges, hourly rates, etc.)
Users - manage users and permissions (administrators only).
Chat - instant message with support or other company employees.

Override File

cassyjb — Thu, 09 Jul 2009 12:58:41 CDT

How to get to this screen: Click on Payroll, then Override File.
On this screen, you can override any automatic calculations that will be done for any employee and for any specific withholding field. This must be done before you run Calculate Pay.
When you run Calculate Pay the program will check to see if an override record exists for that pay period. If it exists then any field that has a number greater than 0 will be used instead of the automatic calculation.
The amounts are not annual. The dollar amounts that you enter here are used 'as is' for the pay period override. All amounts entered here will be ERASED after the pay period is closed. Overrides must be re-entered for every pay period.

Enter an employee in the Employee Code field or use the lookup button to search.
Under the Tax Override tab, you have the option to change FICA, Medicare, Federal Income Tax, State Income Tax, and City Income Tax.
To change one of these, click on the box next to it and enter the new amount in the empty field. **This will be the amount that comes out of the check.**
Click on the Save button in the Main Menu to apply the changes.

To make changes under the Deductions tab, click on the Add Lines button to enter the new information or click on the blue Deduct # link. Deductions first must be created in the Payroll System File to be used here.

To add a deduction override, click the Override checkbox
Enter the straight amount to come out this tme only in the Deduction Override field. **This will be the amount that is deducted.**

Back to Payroll

Technician Time Cards

cassyjb — Thu, 02 Jul 2009 12:40:44 CDT

How to get to Time Cards: From the Main Menu, click on Time Cards.
The Time Cards screen is used to check over/edit time transferred from the Quick Invoice, or add hours manually if there is no invoice.

The Emp-Code defaults to the person who is logged in.
List All End Dates: Checking this box will show any hours unpaid for all week ending dates. Make sure you check this box if you feel you are some how missing hours. Doing this will usually find your mistake.
The End Date defaults to the end date for payroll.
Click the List Time Cards button to bring up the Time Card.

Click on the Add Hours button to add new hours.
To edit hours attached to an invoice, click on the blue Invoice Number link in the row to edit.

Date - The date worked.
End Date - The end date for the date worked. This date defaults to the next payroll date automatically.
Emp Code - The technician's employee code. (Autofilled)
Time In - Time in for this set of hours.(optional)
Time Out - Time out for this set of hours.(optional)
Hours - The amount of hours is auto calculated from time in and time out, but can also be typed in.
Invoice - The invoice number from the invoice.
City - The city tax code is taken from the job number or work order number.
Work # - Work order number from the invoice.
Job # - Enter the Job number or click on the magnifying glass next to the field to search. A box will appear like the one shown below; enter a short piece of the job name and click the Submit button to bring up a list of jobs. Click on the correct job to pull the number into your time card. **NOTE--if you cannot find the job number, leave the job name in the Comments field.

Name - Job or customer name. (Autofills from the job number entered)
Pay Type - Regular time, over time, holiday time or vacation time.
Use the Add Hours button to add hours to the time card hours.
Click on the blue line number link to edit an existing set of hours.

Time from the Invoice

Each of the six sets of labor hours shown below will be attached to a set of hours on the technician's time card.
First the system will look for a match on the time cards on the invoice number, employee code then the date worked.

Back to Technician Menu

NetServiceBooks Web Based HVAC Service Software Documentation

cassyjb — Thu, 02 Jul 2009 11:13:01 CDT

Review NetServiceBooks - Click Here

Visit us at netservicebooks.com!

Welcome to NetServiceBooks! This site has been designed to provide complete instructions and documentation to help you learn our Service Software solution at https://online.netservicebooks.com.

Beginning User's Guide

NetServiceBooks consists of integrated modules that hold a lot of information. It is much easier to enter all basic information first and work your way up from there. This course is a complete step-by-step guide to make the transition to NSB go smoothly. (All links below have a 'Back to Getting Started' link at the bottom to bring you back to this page.)

Step 1: Enter Customers
1.Create Tax Entities in the Payroll module and Maintain Sales Tax in the Billing module.

2. Enter customers in Maintain Customers and Maintain Billcodes in the Billing module.(If you are using QuickBooks, Skip this step and go to the QuickBooks icon in NSB's Main Menu.)

Step 2: Create General Ledger and System Files (This step is optional but recommended; financial statements are generated automatically in the General Ledger.)
1. Create the Chart of Accounts in the General Ledger module.

2. Set up the System File for the General Ledger, System File for A/R, System File for A/P, and System File for Payroll with the correct G/L account numbers from the Chart of Accounts.

Step 3: Enter Employees and Vendors
1. Enter employees in the Employee File in Payroll.(If you are using QuickBooks, Skip this step and go to the QuickBooks icon in the Main Menu.)
2. Use the Chart of Accounts and Tax Entities entered in Step 1.
3. Enter Vendors in the Accounts Payable module.(If you are using QuickBooks, Skip this step and go to the QuickBooks icon on the Main Menu.)4.Use the Chart of Accounts entered in Step 1.

Step 4: Enter Jobs
1. Enter any Default Phases/Tasks that your company uses to break down labor, materials and/or sub-contractors for jobs.
2. Enter all current jobs in New Job/Estimate in the Job Cost module.

Now you are ready to begin using NetServiceBooks! Each Course covers one module and contains a User's Guide to help you get started.

Log into Technician Menu

cassyjb — Thu, 18 Jun 2009 11:01:53 CDT

How to Log into the Technician Menu

To log into NetServiceBooks, go to https://online.netservicebooks.com.

Enter the Username, Password and Company Name that was provided to you by your system administrator (this screen is case sensitive, so make sure to use all lowercase letters). Click on the Login To NetServiceBooks button.

The Technician menu will appear. Each page in NSB has a Help button that will open a page with directions on how to use that screen.

List Tech Invoices

cassyjb — Thu, 30 Apr 2009 14:27:09 CDT

How to get to this screen: Click on Billing, then List Tech Invoices.

Select an option to Sort By: in the scroll down menu.
Depending on the Sort By: option chosen, enter Job #, Customer #, Work Order #, or Emp-Code. The default is set for Technician look up by Emp-Code.
Select the Show Just Incomplete For User? box and/or Show Invoice Descriptions? box if you choose to customize the search.
Enter Beginning Date and Ending Date and click List Invoices.

The blue Invoice # link will take you to the Quick Invoice. To complete the invoice, select Yes from the drop down in the line of the completed invoice.

Service Contracts Report

cassyjb — Thu, 30 Apr 2009 14:17:39 CDT

How to get to this screen: Click on Billing, then Service Contracts.
This screen is used to generate a list of service contracts. Choose from several different sort by options.

Select range to print and click the Print button.

To narrow the list, select an option to Sort By from the drop down menu, enter a Sales Person code, Service Month Number and/or Billing Month Number.

The Customer # is a link - click on the blue Cust # link to be taken to the original Service Contract for viewing or editing.

Maintain Service Contracts

cassyjb — Thu, 30 Apr 2009 13:53:40 CDT

How to get to Maintain Service Contracts: Click on Billing, then Maintain Service Contracts.
From this screen you can enter and maintain service contracts and edit customer information.

The Edit Customer button on the top right will take you to Maintain Customer so you can edit information. After you save the changes and close the screen you will be brought back to Maintain Service Contracts.
Enter a Customer # or use the look up button to search.
The Contract # field can be customized to accommodate the company's needs.
Under the General tab, enter the Contract Type or use the look up button to search for the type.
Enter the Yearly Contract Amount.
If the Contract Expired, click the box in the next field.
Enter the agreement letter date in the Date Letter Sent field.
If the customer wishes to be billed quarterly, check the Bill Quarterly box and the Months To Bill.
Type any Comments in the next field.
Enter the Billing Dept that this contract will be going through.
Fill in the Contract Date, Expiration Date, and Sales Person.
Enter the customer's Purchase Order number in the PO # field.
Enter a G/L Account or use the look up button to search.
On the bottom of the screen, you can check Months To Bill and Months To Service. Check all that apply in the service contract.
The Months To Service are the months that maintenance is performed.

Under the Invoice Description tab, type any relevant information pertaining to this service contract.

The Agreement tab allows you to type out a service contract with a customer. The agreement that is prepared on this screen can be printed out for the customer and will remain in the system for later reference.
To type single space, use Shift-Enter to go to the next line. The Enter key alone will create double spaces.

The Equipment tab shows all the equipment that has been used to maintain the contract. If the customer was preexisting and already had equipment, it will be pulled into the contract file also. To add equipment, click the Add Lines button.
See Equipment information under the Maintain Customer module.

Back to Billing

Print All Invoices

cassyjb — Thu, 30 Apr 2009 13:14:38 CDT

How to get to this screen: Click on Billing, then Print All Invoices. This report will print all invoices for the ranges provided.

Enter the ranges to create the report and click Print Invoices.

Late Charges Report

cassyjb — Thu, 30 Apr 2009 12:32:03 CDT

How to get to this screen: Click on Accounts Receivable, then Late Charges.
From this screen you can view and print a list of late charges between the dates specified.

Enter the G/L Period(Zero For All). Enter a Beginning Date and an Ending Date.
Hit Run Report and the report will appear. Use the options on your computer to print.

Credit Memo Report

cassyjb — Thu, 30 Apr 2009 12:26:26 CDT

How to get to this screen: Click on Accounts Receivable, then Credits Memos.
Here you can view and print a listing of credit memos by date range.

Enter a Beginning Date and an Ending Date. Click Run Report to bring up the credits listing.

Customer Detail Report

cassyjb — Thu, 30 Apr 2009 12:20:44 CDT

How to get to this screen: Click on Accounts Receivable, then Customer Detail.
This screen is used to print or view a history of the customers or billcodes invoices and payments.

Choose either Customer or Billcode. This will sort the report.
Enter the Customer # or Billcode or use the look up button in the fields below.
Enter a Begin Date and End Date to refine your search. Click Run Report.

The Billing AR Detail screen will appear.To view the invoice in more detail, click on the blue Invoice #.

You are then taken to the Maintain Invoices screen under Billing. If you are authorized to make changes, they can be done from here. To see detailed instructions for this screen, go to the Billing Course.

Back to Accounts Receivable

Customer Payments Listing

cassyjb — Thu, 30 Apr 2009 12:18:53 CDT

How to get to this screen: Click on Accounts Receivable, then Customer Payments Listing.
This screen allows you to print a list of payments entered in the system for the date range that you desire.

Choose the Checking Acct # the payment was directed to.
In the Sort By? field, use the scroll down menu and choose Customer, Date, or Deposit #. If Deposit # is selected, enter the number in the Deposit # field above.
Enter a Beginning Date Range and an Ending Date Range. Click Run Report.
The Customer Payments Listing will appear. This screen is for review only.