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Service Management Features & Functionality

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Field Service Management Features Overview

Total Office Manager Enterprise was built by contractors for contractors. This is one field service management software program that can do it all.
(View Field Service Management Software Brochure PDF)

Sales & Accounts Receivable

Getting your clients invoiced and staying on top of collections is a priority for any business. Total Office Manager makes this critical job easier and safer.
(View Sales Management and A/R PDF)

Purchasing & Accounts Payable

Our robust purchasing system makes ordering and bill paying fast and easy. Everything automated, no double entry.
(View Full Purchasing & A/P PDF)

Inventory That Works For You

Inventory tracking is an essential, but labor intensive, task for any contractor. Total Office Manager service software makes inventory management easier.
(View Complete Inventory Management PDF)

Fully Integrated Payroll

Built-in payroll is essential for accurate job costing. Our payroll system and integrated timesheet takes most of the work out of tracking and paying your employees.
(View Fully Integrated Payroll PDF)

Sales and Marketing System

Producing sales opportunities and converting them into profitable sales is essential to any business.
(View Sales and Marketing Management PDF)

Drag and Drop Dispatch Board

Our electronic scheduling and dispatch board is the best in the business. Create detailed work orders and appointments in seconds and efficiently coordinate all business activities.
(View Electronic Scheduling & Dispatch Board PDF)

Service Agreement System

Service agreements are the life blood of any good service organization and the fastest way to increase the value of your business.
(View Service Agreement Management PDF)

General Ledger and Banking

The general ledger is the heart of the accounting engine and is complimented with a complete set of banking features.
(View General Ledger and Banking Software PDF)



Partial List of Other Features

  
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 remember 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.


Other Software Features of Total Office Manager

  • Keep 100% of your important QuickBooks® data.
  • One software program to run your service construction business.
  • Includes a complete scheduling and dispatch board. Just drag and drop.
  • Track callbacks and technician efficiency.
  • Separate income statements by department.
  • Create marketing lists for direct mail based on complex criteria you select.
  • Sell and track service agreements
  • Lookup equipment and quickly view service history.
  • Assign equipment and tools to employees.
  • Track inventory by location or vehicle.
  • Complete CRM and sales lead management.
  • Optional AIA® billing system is built-in.
  • Track invoices efficiently.
  • Print a complete service history on customer equipment.
  • Track sales and service history by serial number.
  • Track equipment, not just the customer. (People move periodically.)
  • Generate meaningful reports to run your business.
  • Remote wireless access.
  • POS - Point of Sale System
  • Instantly lookup customers and history with our optional Caller ID system. Saves time and money.
  • 86% of our client’s suggestions are integrated. We believe in listening to our clients and evolving our software with our client's needs and ideas.


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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