Training Videos
Discover what service companies using Total Office Manager need to know about the Accounts Receivable cycle! Learn how to invoice customers, issue credit memos, create refund checks, receive payments, deposit money, assess finance charges on overdue accounts, and generate statements.
Duration: 30:07 Minutes
Video Size: 29,413 KB
Right-click here and Save Target As to download, or Left-Click to open in Windows Media Player.Not paying liabilities correctly is one of the biggest common mistakes Total Office Manager users make. This important video covers how to pay sales tax liabilities and payroll liabilities correctly, including how to make adjustments to each.
Duration: 08:11 Minutes
Video Size: 11,956 KB
Right-click here and Save Target As to download, or Left-Click to open in Windows Media Player.Whether HVAC, Plumbing, Electrical, Computer, or other service business, service agreements can be the lifeblood of your organization. Reaching a goal of having 100 service agreements per technician means having virtually no business dead spots, and keeps your staff busy even when the weather is mild. This Total Office Manager training video covers everything from setting up new service agreements, to managing and marketing renewals.
Duration: 13:45 Minutes
Video Size: 14,920 KB
Right-click here and Save Target As to download, or Left-Click to open in Windows Media Player.This training video covers creating a new work order and managing it along with others on the schedule board through completion. Also covered is scheduling and managing appointments.
Duration: 25:42 Minutes
Video Size: 27,169 KB
Right-click here and Save Target As to download, or Left-Click to open in Windows Media Player.Learn how to create a new account in your Chart of Accounts.
Duration: 04:02 Minutes
Video Size: 6,335 KB
Right-click here and Save Target As to download, or Left-Click to open in Windows Media Player.One of the most useful aspects of Total Office Manager to HVAC, Electrical, and Plumbing contractors is the ability to generate an income statement for a single department. This video looks at an example department setup, then shows you how to setup departments for yourself.
Duration: 04:06 Minutes
Video Size: 5,398 KB
Right-click here and Save Target As to download, or Left-Click to open in Windows Media Player.In Total Office Manager, sales tax items and sales tax groups define HOW to collect sales tax. Sales tax codes define IF sales tax is collected. This video covers how to set up both sales tax items and groups, as well as sales tax codes.
Duration: 09:58 Minutes
Video Size: 10,134 KB
Right-click here and Save Target As to download, or Left-Click to open in Windows Media Player.No service company would leave their physical building and warehouse unsecured, nor should your data in Total Office Manager! In this easy video you'll learn how to enable TOM's extensive built-in security, how to setup new TOM users, how to assign security permissions to those users, and how to modify security permissions on existing users.
Duration: 09:45 Minutes
Video Size: 11,561 KB
Right-click here and Save Target As to download, or Left-Click to open in Windows Media Player.Work order types are used to classify the various types of work you do, and are used when creating and managing work orders on the schedule board. This video covers how to setup new work order types.
Duration: 02:35 Minutes
Video Size: 4,366 KB
Right-click here and Save Target As to download, or Left-Click to open in Windows Media Player.| TESTIMONIALS |
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