Manage Your Appliance Repair Business
You Need Total Office Manager®.
Total Office Manager is NOT a one sized fits all software program. It was designed by people that are familiar with the service and repair industry.
Appliance companies can use Total Office Manager to handle their basic and advanced accounting. Use the caller ID feature to see who is calling and quickly open the file. Enter work orders (service tickets) and place service calls, installations, and sales opportunities on the flexible, fully configurable schedule and dispatch board. Enter invoices and track money owed to you. Track sales by department, warranty company, marketing source, and more. You can receive full and partial payments and print or email statements and reminders to those who owe you money.
We Know The Appliance Business
Total Office Manager was designed by a uniquely qualified development team headed up by a nationally recognized service business consultant James R. Leichter. He has been in the service industry for over two decades.
The History of Total Office Manager
Replace Several Software Programs
Total Office Manager is a complete replacement for your accounting, dispatching, and customer relationship management (CRM) software. Total Office Manager does it all and makes your life easier.
Total Office Manager Features
Powerful and Flexible Payroll
Total Office Manager includes powerful payroll that will handle basic hourly wages for technicians and the office staff. Payroll will also allow you to pay service technicians and installers incentives, bonuses, and spiffs. If you employ salespeople, you will handle sales commissions easily. The payroll feature also allows you to reimburse your employees for non-taxable items (gas mileage, meals, tools) without the need for an additional check.
More Payroll Information
Need More Reasons?
Here is a partial list of the specialized things Total Office Manager can do specifically for your appliance company.
- We can convert your QuickBooks® company file so that you will have ALL of your important financial data. We offer the absolute most comprehensive QB® conversion service available anywhere in the world. No one can convert as much of your QB® data as we can.
More Information About Our QuickBooks® Conversion
- If you use another software program, Total Office Manager makes it easy to import charts of accounts, items, customers, vendors, employees, and more.
- Use the powerful schedule board and detailed work orders (call slips) to schedule all of your service calls, sales calls, and equipment sales.
- Use Total Office Manager's flexible and user configurable schedule board and work orders (call slips) to schedule all of your service agreement tune-ups.
- Add detailed service or replacement related notes to invoices. Include information about the repairs along with recommendations for future work.
- Use the contact logs to document important conversations with suppliers regarding discounts, parts availability, specifications, etc. Record important meeting or discussions you have had with coworkers. Keep track of promises you have made customers or collection calls. Your imagination is the limit.
- Associate service and maintenance agreements with invoices. Show your customers how much money they saved with a maintenance agreement.
- Appliance repair businesses must keep detailed service records. Enter customer equipment. Include pictures of dishwashers, washing machines, dryers, and more.
- Total Office Manager tracks warranty periods on customer equipment. Before you dispatch a service technician, you will know if the dishwashers, washing machines, dryers or other equipment is under warranty.
- When invoicing or scheduling, Total Office Manager reminds you when clients are past due or have exceeded their credit limit.
- Total Office Manager makes is fast and easy to conduct advanced searches for clients and their equipment.
- Enter inventory and track important sales. Group items that are commonly sold together such as heating elements and limits, motors and capacitors, compressors and filter/driers, and others. Save time by selling these grouped items as one item.
More on Inventory
- Track parts stock by truck. You will know what truck has what part at any given moment. Dispatch the right tech with the correct parts. Techs can borrow from each other.
- Track service history by client, customer, owner, address, serial number and much more.
- When invoicing, you can select a customer’s dishwashers, washing machines, dryers, or other equipment on a line by line basis. Run detailed historical repair reports for your customers.
- Use the Caller ID feature to see who is calling before you pick up the phone. Enjoy single click access to your client’s service history and account information.
Also See
- Track disposer, washing machine, dryer, dish washer, and other serialized purchases and sales by serial number.
- Conduct queries to see who bought what and when. Produce mailing labels or marketing lists based on advanced sales and marketing data.
- Service and Maintenance Agreements are an essential part of your service department’s future. Enter commercial or residential service agreements for all of your clients and schedule your appliance tune-ups easily.
- Use Total Office Manager User Defined Fields to setup important things like air filter sizes, refrigerant types, and special tools.
- Enter equipment dollies, refrigerant recovery units, ladders, welding outfits, vacuum pumps, and other expensive tools and equipment. Assign these assets to employees or trucks. When service technicians or delivery people change trucks, move the tools with a few clicks. When techs leave your company, print the list and ask for the tools.
- Enter and track your company’s fixed assets. Take full advantage of tax laws by calculating depreciation and selecting the most optimal method for your company.
- Use our financial ratios and z-score bankruptcy predictor to keep a close eye on your company’s financial strength. Our help system offers details on each ratio and what they mean.
- Setup different departments like service, maintenance, installation, equipment sales, and more. You can even create subsets under commercial and residential.
- Associate everything you buy, sell, move, or adjust to a department of your choice. See image.
- Print departmentalized financial statements and other reports that indicate exactly where you are making money and losing it.
Also See
- Appliance companies can spend as much as 10% to 15% of sales or more on advertising and marketing. Evaluate your marketing by running comprehensive marketing reports that indicate sales by marketing source, sales by region, etc.
- If you do work for home warranty companies, you can enter a complete list of your warranty companies. Now you can associate every expense, sale, adjustment, bill, or any other important transactions with that warranty company. You may even print detailed profit and loss statements just for a single warranty company, all of them, or anything in between.
- Track manufacturer’s warranties on parts like igniters, ignition modules, motors, circuit boards, pressure switches, contactors, and other small parts that slip through your fingers but end up costing you big time. Total Office Manager will help you know which appliance parts can be returned when they fail under warranty.
- Get specialized help from computer experts, software specialist, bookkeeping professionals, contractors, and even tax consultants. These are people that understand the appliance business.