All-In-One Field Service Management Software by Aptora –

Mobile Form Builder

Warehouse Management Software solution for inventory

Aptora’s Mobile Form Builder™ (AMFB) software is a plugin application for Aptora Mobile II®. It allows you to create data entry screens using almost any type of data entry field you can imagine. This information is immediately saved to your Total Office Manager database for review and analysis. All in real time.

Inventory

Bar Codes

Pricing

Time Clock

Dispatch

  • Create custom data entry screens for field technicians
  • Optionally create PDFs from completed forms
  • Save the forms to customer records
  • Import and export templates

KEY FEATURES

  • Friendly Easy To Use Interface
  • Generous Field Lengths and Room for Notes
  • AIA® Billing Option
  • Sell From Multi-Locations Including Trucks
  • Create Flat Rate Pricing Books
  • Import Vendor Items and Pricing
  • Highly Detailed Sales History
  • Automated Sales Commissions
  • Attach Documents to Jobs
  • Unlimited Notes Per Job or Client
  • Preferred Vendor Tracking
  • Best Price Tracking
  • “On File” Credit Card Storage
  • Heavy Duty Credit Card Security
  • Strong Credit Card Number Encryption
  • Credit Card Number Validity Checking
  • Multiple Default Payment Methods
  • Batch Check ACH Processing
  • Batch Credit Card Processing
  • Canadian Payment Options Available
  • Supports Progress Billing
  • Handles Down Payments and Retainage
  • Multiple Sales Tax Rates and Authorities
  • Line-By-Line Item Sales Tax Methods
  • Group Sales Tax Items Together
  • Handles Sales on Consignment (floor plan)
  • Built-in Sales Opportunity Manager
  • Built-in Customer Relationship Manager
  • Create Credit Memos and Refunds
  • Automatic Invoice Payment Application

Create Unlimited Custom Forms

 

Annual Employee Reviews

Building Inspection Reports

Customer Satisfaction Surveys

Detailed Diagnostic Sheets

Injury Reports

Inspection Reports

Installation Takeoffs

Mechanical Maintenance Logs and Reports

Post Sales Checklists

Pre-Sales Job Surveys

Sales Opportunity Manager User Defined Fields

KEY FEATURES

  • Extensive Lookup and Search Capability
  • Popup Notes by Client or Job
  • Past Due and Over Credit Limit Alerts
  • Password Protected Credit Hold
  • Print Warehouse Pick Tickets
  • Automatic Purchase Order Creation
  • Email Estimates as a PDF Attachment*
  • Create and Reuse Estimate Templates
  • Unlimited Markup Methods
  • Unlimited Markup Tables
  • Track Estimated and Actual Gross Profit
  • Preference to Sell Out of Stock Items
  • Assess Finance Charges
  • Print Statements and Past Due Notices
  • Statement Report Designer
  • Invoice/Sales/Proposal Report Designer
  • Exclude Friends and Family from Notices
  • Rock Solid Security and Auditing
  • Optional Mobile Management
  • Dozens of Sales and A/R Reports
  • Training Videos and Manuals
  • Comprehensive Context Sensitive Help

*Required MS Outlook, Express, or Mail, an email account, and an internet connection.

Live Demonstrations Performed by Professionals

The best way to learn about Total Office Manager’s comprehensive sales and A/R system is to attend one of our live no sales BS product demonstrations. Please contact us for more information at 913-492-9930.

Specifications subject to change without notice.

Automated Text: Setup Credentials

Quality Assurance Checklists

Reprimands

Safety Checklists

Service Agreements

State or Federal Government Forms

Time Off and Vacation Requests

Travel Logs and Reimbursement Forms

Wellness Program Forms

Any Form You Can Imagine

Expert Training

We offer internet based training and on-site training. We have produced a set of videos and manuals that guide you through most processes.

Technical Support and Updates

We know that there is no substitution for being able to just pick up the telephone and talk to someone knowledgeable. That’s why Aptora is known for its outstanding technical support.

  • All technical support is performed “in-house” by trained professionals. We provide our technicians with extensive ongoing training. If they do not have the answer, they can speak with someone in our company that does have the answer.
  • We do not farm out software programming services or technical support to other countries.
  • We have employees, not contractors working from home.
  • Our support staff is highly qualified and made of technicians, programmers, and accountants.

No software is perfect and neither is Total Office Manager. The difference is that we will own up to our mistakes and fix them quickly without excuses. Aptora is very aggressive when it comes to enhancing and perfecting Total Office Manager. Updates are easily downloaded from the internet. We offer a variety of support packages to fit any need or budget.

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Total Office Manager

AWARD-WINNING SERVICE MANAGEMENT SOFTWARE

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Inventory Management Software
Aptora Warehouse Management Software Inventory Valuation By Warehouse
Serialized - Inventory Tab - After Save
Warehouse Management Software Inventory reordering by Warehouse
Inventory Part
HVAC inventory report
Experience True All-In-One Software

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