Right click on the video link and open in a new window.
This Power Point explains the 5 main stages of implementing Control in your company.
Learn About New Features in 6.1
Online Payments is a full cloud-based payment system that allows you to receive payments from your customers from the web and have those payments automatically post to the order in Control.
Artwork Approval is a feature that allows a business' designer to group proof images into groups, then have customers view, comment on, approve, reject, or request changes to these proof images.
In Depth: This webinar explains the uses of Derived Products and how to configure them within Control.
This video explains Document Management, a new feature on Control 5.5.
This video explains Domain Login, a new feature in Control 5.5.
This video explains Employee Password Self-Reset, a new feature on Control 5.5.
This video explains the new process of converting an Estimate into an Order, on Control 5.5.
This video explains Distributed Part Usage, a new feature on Control 5.5.
This video explains the enhancements made to Line Item Due and Proof Dates, on Control 5.5.
This video explains Spell Check, a new feature on Control 5.5.
This video explains the Zip Code and Postal Code Lookup, a new feature on Control 5.5.
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This video explains some of the hightlights in Control 5.1.
This document will explain some of the major changes and features new in Control 5.1.
This video explains how to setup Divisions in Control 5.1.
This video explains how to setup multiple credit card merchant accounts in Control 5.1.
This video explains the Units tab in Part Setup in Control 5.1.
This video shows how to setup and use the Advanced Job Costing Module.
This video explains the capabilities of the Full Accounting Module.
This video explains how to receiving materials ordered from a purchase order.
This video explains how to create a new A/P bill in Control.
This video explains how to pay bills and print checks in Control.
This video explains how to reconcile your bank accounts in Control.
This video explains how to manage your Accounts Payables by using dashboards and reports in Control.
Use this page to work with a consultant to setup the accounting module.
This video explains what the Credit Card module in Control is.
This pdf lists the benefits of using the Credit Card module in Control.
This video gives you an overview of credit card processing reports and information on how to request assistance.
This document gives you the contact information for Cyrious' dedicated representative at Capital Q.
This document gives you the contact information for Cyrious' dedicated representative at NXGen.
Online Payments is a full cloud-based payment system that allows you to receive payments from your customers from the web and have those payments automatically post to the order in Control.
In Depth: This video explains how the Inventory module is used in Control.
This video explains how the Inventory Module is used in Control
This video explains how you can track actual labor cost on a job using an employee's actual wage rate. This feature requires the Advanced Job Costing Module.
This video explains how to setup and use the Payroll Module in Control.
In Depth: This video explains in depth how to use the Production Terminal module.
This video explains how to use the Production Terminal Module.
This pdf lists the benefits of using the Production Terminal module in Control.
This video explains how the Webview Module is used.
This video explains what the AvaTax module in Control is.
This pdf lists the benefits of using the AvaTax module in Control.
This pdf briefly lists the advantages of using AvaTax with Control.
This link gives you the contact information for Cyrious' dedicated representative at Capital Q.
In Depth: This webinar explains how to enable your customers to pay you online.
In Depth: This webinar explains various types of Macros and how to create each.
In Depth: This webinar explains how to fine tune your pricing.
In Depth: This webinar explains how to create, modify and share different dashboards with various instruments.
In Depth: This webinar explains how to utilize the shipping tab on orders, shipment explorer and link shipments to FedEx Ship Manager and UPS Worldship.
In Depth: This webinar explains they types of customer data you can capture for sales and marketing purposes, how to follow up on sales calls, manage activities and more.
In Depth: This webinar explains the uses of Document Mangagement, how to set up folders and add files to each.
In Depth: This webinar explains the uses of Derived Products and how to configure them within Control.
In Depth: This webinar explains how to use the Schedule Tab, Production Tab and Activity Manager to schedule jobs within Control.
In Depth: This webinar explains how to post actual usage for job costing and inventory.
In Depth: This webinar explains how to connect your Activity Manager data to the CalendarApp to create, modify, update and delete activities form any mobile or web browser.
In Depth: This webinar explains how to create and receive items on a PO. Plus, make entering PO's faster by using Catalog Items.
In Depth: This webinar explains how to lookup companies/contacts based on several criteria. Export customized lists of contacts who you want to send email marketing messages to.
In Depth: This webinar explains how to use selection lists for faster estimating and part setup. Learn how to create normal selection lists along with dynamic parts and lists.
In Depth: This video explains how to configure Control's email settings.
In Depth: This video explains how to create new companies in Control.
In Depth: This video explains in detail how to create an estimate.
In Depth: This video explains how to invoice a client for a percentage of the overall invoice that you wish to bill, referred to as progress billing.
In Depth: This video explains recurring orders, how they are created and used to create recurring orders for your customers.
In Depth: This video explains how to modify the product layouts which determine which product level information is displayed on the estimate/invoice and work order.
In Depth: This video explains how to create and use Pricing Plans to adjust pricing for different customer groups.
In Depth: This video shows how to handle customer credit, credit memos, and how to process a refund.
In Depth: This video explains in depth how to create a purchase order and link the purchase order to the job that you're ordering the materials for.
In Depth: This video explains how to receive materials with or without the full accounting module.
In Depth: This video explains how to establish dependent lists where the options for one list are filtered based on the options selected in another list.
In Depth: This video explains in depth the search feature in Control that's called 'Explorer'.
In Depth: This video explains how to set up configure Security Rights on Employees and the effect it has on users.
In Depth: This video shows how to use commonly used dashboard instruments. It also demonstrates how to pull an advanced query's results into a dashboard instrument. The video also explains how dashboards can work together.
In Depth 2: This video shows how to use commonly used dashboard instruments. It also demonstrates how to pull an advanced query's results into a dashboard instrument. The video also explains how dashboards can work together.
In Depth: This video explains in depth how modifiers can be used to affect costing, pricing, and product layouts in Control.
In Depth: This video explains in depth how to use stations to track and manage jobs.
In Depth: This video explains how the Inventory module is used in Control.
In Depth: This video explains how to use the advanced explorer to query all the data you have captured within Control.
In Depth: This video explains how to create macros to send automated emails for followup of estimates and notifications.
In Depth: This video explains how the Shipping tab on orders and estimates integrate with FedEx Ship Manger and UPS WorldShip. It also goes over importing shipping addresses.
In Depth: This video explains in depth what UDF's are, how they can be used, and the importance of them.
In Depth: This video explains how to customize the standard reports in Control to give you the information you need.
In Depth: This video explains in depth how to use the Production Terminal module.
This video explains how to install Control onto a PC
This pdf explains how to install Control onto a PC
This video explains how to turn on the SSLIP, a program that needs to be running for Control to function.
In Depth: This video explains how to configure Control's email settings.
This video explains what blue fields are, how to use the column chooser in Explorer, and some of the uses of right-clicking.
This video explains some of the options in System Setup.
This video explains how to configure Control's settings to work for you.
This video explains how to change your default report printer for Control.
This video details some of the options for printing and previewing reports.
This video explains how to use preset dashboards to cut down on wasted time.
This video explains how to create a personal dashboard and set it as your default dashboard.
This video explains how to verify that your PC is up to spec.
In Depth: This video explains how to create new companies in Control.
This video explains how to create a new company record in Control.
This video explains how to capture payment info for a contact.
This video explains how Flags can be used to alert users to special instructions or important information.
This video explains the differences between clients, prospects, and vendors in Control and the difference between active and inactive companies and contacts.
This page explains how Document Management works and how to create internet shortcuts for it.
In Depth: This video explains how to invoice a client for a percentage of the overall invoice that you wish to bill, referred to as progress billing.
In Depth: This video explains recurring orders, how they are created and used to create recurring orders for your customers.
In Depth: This video explains how to create macros to send automated emails for followup of estimates and notifications.
This video explains how to use the help screens in Control OOB v2.
This video explains how to create an estimate or order
This video covers the process of editing an existing order, voiding an order and payments and the financial implications of this action.
In Depth: This video explains in detail how to create an estimate.
This video explains how to create a service ticket.
This video explains how to override a price on a line item.
This video explains how to check the estimated profit margin on an estimate in OOB v2.
This video explains how to setup your email options and how to email estimates and invoices out of Control.
This video explains the difference between parent and child line items.
This video explains 2 ways to convert an estimate to an order.
This video explains what a variation is, how to add them to an estimate, and how to convert an estimate with multiple variations to an order.
This video explains ways to enter a payment and deposits.
In Depth: This video shows how to handle customer credit, credit memos, and how to process a refund.
This video shows how to give the customer a refund for part of an order. 2 different ways to do this are shown.
This video shows how to refund part of an order and put the money on the customer's record as credit which can be used on future orders.
This video shows how to refund an entire order by putting the money back on the customer's credit card.
This video shows how to remove a customer's credit balance from Control.
In Depth: This video explains how to create and use Pricing Plans to adjust pricing for different customer groups.
This video outlines the process for how to identify which estimates are in which statuses by use of the explorer.
This video shows a report used to analyse what percentage of written estimates are converted to orders vs being voided or lost. Percentages, total prices, and average prices are also shown.
This video explains how to provide an alternate product name that shows only on estimates and invoices.
This video explains how to manage your estimates using stations.
This video explains how to manage your estimates using stations.
This video explains how to change the default Tax Class on an individual order or estimate
This video explains how to create and use Pricing Levels.
This video explains how to create and use Promotions.
This video explains the differences between the 4 main ways to discount estimates and orders - Pricing Levels, Promotions, Lookup Tables, and Discount Tables. It also explains how to create each of these discount types.
This video explains how to set a minimum dollar amount for all estimates and orders.
This video explains how to set a reminder to post a minimum deposit amount on all orders.
This video explains how to schedule and track correspondence with customers.
Artwork Approval is a feature that allows a business' designer to group proof images into groups, then have customers view, comment on, approve, reject, or request changes to these proof images.
This pdf explains how to create a finished good inventory part.
This pdf explains how to retrieve (or sell) a part from finished goods inventory.
This pdf explains how to track the inventory on finished good parts.
This video explains how to track the inventory on finished good parts.
In Depth: This video explains in depth how to create a purchase order and link the purchase order to the job that you're ordering the materials for.
This video explains how to create purchase orders in Control.
In Depth: This video explains how to modify the product layouts which determine which product level information is displayed on the estimate/invoice and work order.
This video explains the different report options for your estimates in detail.
This video explains the different report options for your work orders and service work orders.
This video explains the different report options for your invoices.
In Depth: This video explains in depth the search feature in Control that's called 'Explorer'.
In Depth: This video explains how to use the advanced explorer to query all the data you have captured within Control.
This video explains the search feature in Control that's called 'Explorer'.
This video shows some helpful tips to be used in Control's Explorer featuare.
This video explains how to use the Shipment Explorer screen to view a listing of all shipments entered into Control.
In Depth: This video explains how to set up configure Security Rights on Employees and the effect it has on users.
This video explains how to schedule and track correspondence with customers.
This video explains how to add new employees in Control.
This video explains how to set up Security Rights and link them to Employees..
This video explains how to use the Time Clock feature in Control.
This video explains how to use the Time Clock reports.
This video explains how to adjust Time clock entries.
This video explains how to associate labor to an order, clock in and out and off and on parts and stations.
This video explains the Shared User login feature.
In Depth: This video shows how to use commonly used dashboard instruments. It also demonstrates how to pull an advanced query's results into a dashboard instrument. The video also explains how dashboards can work together.
In Depth 2: This video shows how to use commonly used dashboard instruments. It also demonstrates how to pull an advanced query's results into a dashboard instrument. The video also explains how dashboards can work together.
This video explains how to different default dashboards that come preloaded in Control.
This video shows a brief overview of some of the most commonly used dashboard instruments. It also explains the dashboard options that are common among all dashboards.
This video explains how to use the Company UDF instrument in Dashboards
This video explains how to set up dashboard to monitor shipments using the various Shipment Instruments.
This video explains how to use the 2 production dashboards - Post Part Usage Cards and Production - Real-Time.
In Depth: This webinar explains how to create, modify and share different dashboards with various instruments.
In Depth: This video explains in depth how modifiers can be used to affect costing, pricing, and product layouts in Control.
This video explains how to create modifers.
This video explains how to create and sort modifiers.
This pdf explains how to alter what shows in your product layouts with modifiers.
This video explains the differences between Area Based Pricing, Cost Based Pricing, and Table Based Pricing. It also explains what costs are compared to prices.
This video explains the concept behind area based pricing.
This video explains the meaning of cost based pricing.
This video explains the concept behind cost in Control.
This video explains how to turn the option on to switch between different pricing methods in Control.
This video explains how to set the default Pricing Method for all products.
This video explains how to switch between using just a Quantity option and a Sets and Originals option.
This video explains how to switch between showing Width x Height and Height x Width.
This video explains how to turn the option on to allow you to see margin and unit cost information on each line item.
This video explains how to manually adjust roll material scrap area.
This video explains how to turn the option on to be able to specify a custom sheet size.
This video explains how to turn the option on to be able to specify a substrate cut style.
This video explains how to display print and mounting layout information on work orders.
This video explains how to set the number of days prior to the order's due date for the shipping due date to default to.
In Depth: This video explains how to establish dependent lists where the options for one list are filtered based on the options selected in another list.
This video explains the difference between the red, blue, and black part UDF's (User Defined Fields).
This video shows how to create a new material category. It also shows how to create a new part under the new part category.
This video explains how to create a new material part by using the Adjust Part Information Screen.
This video explains how to create a new equipment part by using the Adjust Part Information Screen.
This video shows how to create new Misc Finishing parts in Control.
This video explains how to set the default Quick Quote Finishing price increase percentages.
This video explains how to set the default Screenprint ink fill percentages.
This video explains how to set the default cut vinyl fill percentages.
This video explains how to create a alternate unit for purchasing materials.
This video explains how to setup a display unit for a part. This can be helpful if you want to inventory a part in rolls but would prefer your work orders show the material needed in feet instead of rolls.
This video explains how to create a new cut vinyl part. It also explains how to correct your cut vinyl selection list to make sure you are using the correct part when selecting a vinyl color.
This video explains how to create a new disocunt table. It also explains how to link the new table to a product.
This pdf explains how to add a Double Sided-Single Mount option to your Roll Sign Print product.
This video explains how to setup a list of products that can be used for quick reference, commonly your most sold items. Setting up a quick products list helps to save time by reducing mouse clicks.
In Depth: This webinar explains the uses of Derived Products and how to configure them within Control.
The purpose of this guideline is to give you some historical information based on over 40 clients with varying levels of sales. This document is meant as a guideline, Cyrious recommends that you use the labor calculator tool with your cost information to develop your production labor rate for your business.
Watch this short overview video on using the Labor Cost Calculator Worksheets. (21 mins)
The purpose of this worksheet is to estimate the hourly cost for production labor.
The purpose of this worksheet is to provide Employer Paid Taxes & Benefit Costs and Fixed Operating Costs for estimating overhead for jobs using the Last Calendar Year.
The purpose of this worksheet is to enter the Results from Worksheet A and Worksheet B to calculate an Estimated Production Labor Rate.
Watch this video for an overview on using the Equipment Cost Calculator. (17 mins)
The purpose of this worksheet is to estimate the hourly cost to run each piece of equipment.
This video explains in detail how to create billboard parts.
This video explains in detail how to create billboard order templates.
This video explains how to create batch process macros for the billboard product.
This video gives a brief explaination of how the Composition/Architectural Sign product works.
This video gives a brief explaination of how the Composition/Architectural Sign product works.
This video gives a brief explaination of how the Composition/Architectural Sign product works.
This video explains how to create a Finished Goods Inventory part in the Composition/Architectural Sign product.
This video explains how to use the Cut Vinyl Banners (from roll) product. This product is used when applying cut vinyl to roll banner material.
This video explains how the vinyl color selection lists work on the Cut Vinyl products.
This video explains how the Cut Vinyl Signs applied to flat stock material works.
This video explains how the RTA Cut Vinyl (Ready to Apply) product works.
This video explains how the RTA Cut Vinyl Letters (Ready to Apply) product works and also how it differs from the RTA Cut Vinyl product.
This video explains how the Vinyl Ready Banners product works.
This video gives a brief explaination of how the Design product works.
This video gives a brief explaination of how the Color/Retouch product works.
This video explains how the Small Format Prints (Digital Copies) product works.
This video explains how the Edge Prints product works.
This video explains how the Grand Format Prints product works.
This video explains how the Mounting product for works.
This video explains how the Mounting product for works.
This video explains how the Flatbed Prints (Rigid Sign Print) product works.
This video explains how the Auto Rotate option works for flat stock material as well as the Sheet Usage selection list.
This video explains how the Wide Format Prints (Roll Sign Print) product works.
OOB v2.50+ - This video explains how the Wide Format Prints (Roll Sign Print) product works.
OOB v2.0+ - This video explains how the Wide Format Prints (Roll Sign Print) product works.
This video explains how the Auto Rotate option works for roll stock material as well as the options on the Details button.
This video explains how to manually adjust for scrap.
This video explains how the Dimensional Letters (Flat Cut) product works and also how it differs from the Dimensional Signs product.
This video explains how the Dimensional Signs (Flat Cut) product works.
This video explains how the Engraving - 3D Routing product works.
This video explains how the Sandblasted Signs product works.
This video explains how the Display Rentals product works.
This video shows how the Display Rentals product works with the 'WIP for Display Rentals' and 'Sales for Display Rentals' report.
This video explains how the Display Sales product works.
This video explains how the Channel Letters and Logos product works.
This video explains how the Channel Letters and Logos QQ product works.
This video explains how the Custom Fabricated Signs product works.
This video explains how the Neon product works.
This video explains how the Directory Cabinet product works.
This video explains how the Pylon product works.
This video explains how the Sign Cabinet product works. This product is used to price custom cabinets and extruded cabinets.
This video explains how the LED and Message Board tabs work in the Sign Cabinet products.
This video explains how the Sign Cabinet product works. This product is used to price extruded cabinets.
This video explains how the Sign Cabinet QQ product works. This product is used to price custom cabinets and extruded cabinets.
This video explains how the Sign Face product works.
This video explains how the Die Cut product works.
This video explains how to create finished goods inventory within the Screenprint Signs product.
This video explains how to create finished goods inventory within the Composition/Architectural Signs product.
This video explains how the Misc product works.
This video explains how to customize the Misc. product to calculate prices based on a selection list.
This video explains how to customize the Misc. product to calculate prices based on a cost plus pricing method.
This video explains how the Printing - Offset/Digital product works.
This video explains how the Bindery and Folding options in the Offset/Digital Priting product works.
This video explains how the different options in the Offset/Digital Priting product works.
This video explains how the Outsource product works.
This video explains how to utilize the Outsource product to price via defined price list or using inventoried parts.
This video explains how the Photography product works.
This video explains how the Finishing Hardware product works.
This video explains how the Frames or Stakes product works.
This video explains how the Post product works.
This video explains how the Process Printing product works.
This video explains how the Reprographics - Roll product works.
This video explains how the Reprographics - Sheet product works.
This video explains how the Screenprint product works.
This video explains how to create finished goods inventory within the Screenprint Signs product.
This video explains how the Screenprint - Table product works.
This video explains how the Display Installation product works.
This video explains how the Electric Sign Installation product works.
This video explains how the Electric Sign Maintenance Agreement product works.
This video explains how the Electric Sign Service product works.
This video explains how the Installation of Non-Electric Signs product works.
This video explains how the Service of Non-Electric Signs product works.
This video explains how the Site Survey product works.
This video explains how the Vehicle Graphic Installation product works.
This video explains how the Vehicle Graphic Warranty product works.
This video explains how the Shipping product works.
This video explains how the Subcontract product works.
This video explains how the Textile product works.
This video explains how the textile's Digital Printing product works.
This video explains how the textile's Embrodiery product works.
This video explains how the textile's Heat Transfer/Dye Sub product works.
This video explains how the textile's Misc Add-On's product works.
This video explains how the textile's Packaging product works.
This video explains how the textile's Screenprint - Detail Image Quote product works.
This video explains how the textile's Screenprint - Quick Quote product works.
This video explains how the textile's Sewing product works.
This video explains how the textile's Sewn Applique product works.
This video explains how to setup table based pricing for the Textile product.
This video explains how the Vehicle Wrap product works.
This video explains how the Vehicle Wrap - Quick Quote product works.
This video explains how the Vehicle Wrap - Detailed Quote product works.
This video will explain how order entry works in v3.
This video explains how to add machine and labor parts.
This video explains how to add material parts.
This video explains how to setup templates, pricing methods and processes.
This video explains the different pricing methods in Control.
This video will explain the Digital Print product.
This video explains how to create part usage cards to enter actual labor, material, and equipment time and costs.
This video explains how to create part usage cards to enter actual labor, material, and equipment time and costs.
This video explains how to void a part usage card.
This video explains how to use our standard reports to track your estimate vs actual job costs.
In Depth: This video explains how to receive materials with or without the full accounting module.
In Depth: This video explains how the Inventory module is used in Control.
This video explains how to transfer inventory between multiple warehouses.
This video explains how to schedule equipment and labor time in Control.
This video explains how you can track actual labor cost on a job using an employee's actual wage rate. This feature requires the Advanced Job Costing Module.
This pdf lists the default list of production stations available in Control.
This pdf explains how to deactivate stations that won't be used, create new stations, and rename existing stations. It also explains in detail the options available for each station.
This video explains how to deactivate stations that won't be used, create new stations, and rename existing stations. It also explains in detail the options available for each station.
This video explains how to associate labor to an order, clock in and out and off and on parts and stations.
This video explains how to use the Production Terminal Module.
This video explains how to set up dashboard to monitor shipments using the various Shipment Instruments.
This video explains what an order status is, the accounting impact each has, and how to change order statuses.
This video explains how to check the status of an order by using the Explorer feature.
This video explains how to locate a job in production through the use of dashboards and order and/or line item explorers.
This video explains how to find the production notes on an order.
This video explains how to use the standard WIP reports to track jobs as they move through production.
In Depth: This video explains in depth how to use stations to track and manage jobs.
This video explains the function of stations and the differences between Order and Line Item Stations and their effective uses.
This video explains how to change the line item station and Assigned To fields for more than 1 line item at a time.
This video explains how to update an order's Station as it moves through production.
This video explains how to manage WIP orders as they move through production.
In Depth: This video explains how to use the advanced explorer to query all the data you have captured within Control.
This video explains how to schedule and track correspondence with customers.
This video explains how to schedule appointments and follow-up calls with customers.
This video explains how to track sales and CSR efforts in Control.
This video explains how to prepare for the next sales call or appointment by using the Activity Manager in Control.
This video explains how to use advanced queries to create email or mailing lists for sales and marketing purposes.
This video explains how to put your best sales practices into Control.
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This video explains how to setup commissions for salespeople in Control.
This video explains how to setup commissions for salespeople in Control.
In Depth: This video explains how the Shipping tab on orders and estimates integrate with FedEx Ship Manger and UPS WorldShip. It also goes over importing shipping addresses.
This video explains how to use the Shipment Explorer screen to view a listing of all shipments entered into Control.
This video explains how to set up dashboard to monitor shipments using the various Shipment Instruments.
This video explains how to using the Shipping tab on orders and estimates to ship all packages to one location at the same time.
This video explains how to use the Shipping tab on orders and estimates to ship to one location over multiple days.
This video explains how to use the Shipping tab on orders and estimates to ship to multiple locations on the same day.
This video explains how to use the Import Addresses feature on the Shipping tab on orders and estimates.
This video explains how to use line item and shipping due dates in Control.
In Depth: This video explains in depth what UDF's are, how they can be used, and the importance of them.
This video explains how to query on UDF's as well as how to show UDF values in dashboard instruments.
This video explains what a User Defined Field (UDF) is.
This video explains how to create new UDF's for companies, contacts, or transactions.
This video explains how to use advanced UDF features.
This video explains how to create custom layouts for UDF's.
This video explains how to have Control automatically email a customer when an order is marked Built.
This video explains how to have Control automatically schedule a follow-up call for an estimate.
This video explains how to have Control automatically create Miss You emails.
This video explains how to create Macros in Control.
This video explains how to modify the default list of industries in Control. Industries can be used as a way to classify your customers.
This video explains how to modify the default list of origins in Control. Origins can be used as a way to classify your customers.
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This video explains how to preform a Closeout in Control.
This video explains how to Closeout in Control & export to Quickbooks
This video explains how to Closeout in Control & export to Quickbooks
This video explains how to manually transfer financial data to Quickbooks.
This pdf gives you the summary steps to closing out in Control.
This pdf gives you the summary steps to retroactively close the day, month or year in Control.
This video explains how to make regular backups by including backups in the daily closeout process.
This video explains how to verify your backup has successfully been created.
In Depth: This video explains how to customize the standard reports in Control to give you the information you need.
This video explains provides an introductory explanation on orders and their related statuses.
This video explains the different accoounting impacts of changing on order's status. It also shows how to change order statuses and which reports can be used to display orders in different statuses.
This video explains some of the common estimate reports that you can utilize to gain an understanding of how your estimating process is working.
This video explains how to use the Quick Reports feature in Control.
This video explains how to tracking your Accounts Receivables in Control.
This video explains how to change the messages that appear on statements and invoices printed from Control.
This video explains how to use the Financial Summary report to understand your finances.
This video explains how to view your revenue by product in Control.
This video explains the different financial reporting options for owners and managers.
This video explains how to create a new bank account in the chart of accounts in Control.
This video explains how to add a new payment method in Control.
This video explains how to add a new tax class in Control.
This video explains how to use the Undeposited Funds account with third party accounting software (ex: QuickBooks, Peachtree, Simply Accounting, etc...).
This video explains how to use the Undeposited Funds account if you have the full Accounting Module.
This video explains how to move your A/R's from your old accounting software to Control.
This video explains how to handle sales tax reporting in the month that you transition to Control.