How do I get to this screen?
System Setup
The System Setup screen is where most of the system default information is entered, including your company information, customer defaults, paging information, and more. Each of the links below will allow you to access more detailed Help information about the different options.
Company Information - Set your company's name, address, phone numbers and Federal ID here.
System Accounts - Assign the default accounts that will be used throughout the software.
Customer - Set the default tax code, phone labels, terms, and more for your customers.
Dispatch - Set the default numbering system, technicians, and more for dispatching.
Integrations - Enter the information needed to integrate with QuickBooks Merchant Services, Service Frequency, American Home Shield and PoolCorp.
Direct Deposit - Configure the fields your bank requires when processing Direct Deposit checks.
Progressive Billing - Set the billing codes and form used when creating progressive invoices.
Proxy - Used to configure ESC to work with an Internet proxy server (if you have one).
Accounting - Setup your accounting integration and related settings.
Agreements - Set the default department, schedule type, and more for your service agreements.
Receivables - Configure late fees and statement options.
Inventory - Set how your company tracks inventory and calculates flat rate prices.
File Maintenance - Set the amount of months to keep certain types of data in the ESC database.
Email - Configure ESC to send emails by entering your SMTP information here.
Tech Emails - Select the fields that will be sent when a dispatch is emailed to a technician.
Caller ID - Enter the information needed to pass Caller ID information to ESC.