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Contact Management (CRM) Features

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Aptora Mobile Service Software for HVAC, Electrical, Plumbing, Construction & More

Contact Management

Total Office Manager® powerful contact management functionality will impress you. It includes many of the features you would expect to find in a full-blown contact management application.

• Caller ID*
• Call screening
• Incoming call record lookup*
• Telephone call logging*
• Complete contact history
• Contact notes
• Quick access to sales and credit history
*Our caller ID feature requires an additional hardware and software purchase.

Do you want to see a little more? Click here to schedule a FREE online demonstration and let one of our sales professionals guide you through the program and answer any questions.


Samples & Screen Shots

Accounting Software for Service IndustriesJob Costing - Assign all Expenses and Cost of Goods to a particular job. Run a report to ensure that you make the correct profit on every job you perform. (View More Information)
  
Dispatch Software

Contact Management - No longer have to purchase a separate contact management program. Use an electronic Log to hold notes by Customer, Vendor or Employee, with the user name and date attached. This is very helpful for your sales staff to rebember sales. (View More Information)

  
Accounting Software for Service IndustriesAccounts Receivable - Assign invoices to Technicians, Sales Staff, and Departments. Invoice Customers using Time & Material or Flat Rate. View all prior customer history. (View More Information)
  
HVAC SoftwareEquipment Tracking - Track client equipment by model and serial number; not just customer name. Keep track of manufacturer's and your own company's warranties. Include Equipment Image information. View Equipment Repair History. (View More Information)
  
Mobile TechnologyWireless & Mobile Technology - Send job and client information to techs in the field. Get turn-by-turn directions to the service call location. (View More Information)
  
Dispatch SoftwareScheduling & Dispatch - Add, view and edit all customer information from one easy to use dispatch board. Track job progress, click and drag jobs to new technicians or time slots. Color code the dispatch board for quick view reference. (View More Information)
  
Accounts Payable SoftwareAccounts Payable - Enter bills and assign them to certain Jobs, Departments or even marketing source. Setup Terms so that you always take advantage of early payment discounts. Track all history for a vendor to ensure proper payment. (View More Information)
  
Communication SoftwareCommunications - Send electronic reminder notes to sales, technicians or office staff. E-mail button allows you to send a phone message/reminder. Optional Caller ID brings up customer data screen automatically. (View More Information)
  
Maps SoftwareMaps & Directions - MapPoint® integration so you can print out detailed job directions or e-mail them to your techs in the field. (View More Information)


Other tools you can expect from Total Office Manager

Accounting Software for Service IndustriesComplete Business Software - Combine your accounting, scheduling, dispatching, service agreements, customer equipment and more in one program. Save time with absolutely no double-entry.
  
Dispatch Software

Drag-and-Drop Scheduling & Dispatch Board - Minimize the time it takes to manage and assign each service call with a graphical schedule board and advanced dispatching.

  
Accounting Software for Service IndustriesFinancial Ratio Analysis - Your service or construction company needs to know where it stands in terms of profitability, solvency, efficiency, and risk. Our software will tell you these things and more.
  
HVAC SoftwareExpandability - With advancements in technology, such as integration with the Microsoft SQL Server database engine, the Enterprise Edition can hold more data without causing noticeable slowdown.

Click Here for More Information or Call (866) 296-9700

 

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Our field service management software, construction accounting software, and flat rate pricing software is currently used in United States, Canada, Mexico and Australia.

Aptora specializes in making field service management software for the following industries:
Heating & Air Conditioning (HVAC) | Plumbing Service | Electrical Service & Construction
Appliance Repair & Installation | Alarm & Security | Locksmiths | Landscaping
Drain & Sewer Cleaning Service | Irrigation | Refrigeration | Lawn Care & Lawn Mowing
Pool, Hot Tub & Spa Service | General Contracting & Construction | Kitchen & Bath Remodeling
Doors, Window Replacment & Exterior Siding | Scale Service & Sales Business
View All Service Software Industries Field Service Management Software Industries

 

Service Software ReportsService Office Production SoftwareBasic Service Accounting SoftwareService Route Optimization & Mapping Software