Best ERP Software for HVAC, Plumbing, Field Service Businesses
Total Office Managerās integrated AIAĀ® Billing capabilities simplifies the AIAĀ® processes, reduces errors, and saves money by avoiding 3rd party software fees.
Automatically create Summary of Work and Continuation Sheets off an invoice. Save time and increase accuracy because there is no double entry.Ā
Print to G702 and G703 Forms. Save money because you donāt need additional software.Ā
KEY FEATURES
By avoiding the use of a separate AIAĀ® system, you will save time and money, as well as increase accuracy with our built-in AIAĀ® Billing system.Ā
We include a light weight POS system designed for companies that have a relatively low volume of walk-in sales.
KEY FEATURES
*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 Managerās 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.
Work in Progress (WIP) or Construction in Progress (CIP)
Revenue and costs are not to be recognized on financial statements as income and expense until the job is complete, or in some cases as certain milestones are completed for the job. This gives managers a more accurate assessment of financial performance.
Percentage of Completion
Invoice clients based on percentages of completion and milestones. Get paid faster and improve cash flow.
Easy Retainage Management
Track which clients owe your company retainage (or hold-backs) and automatically invoice them at the correct time. Keep money flowing into your business.
Receive and Track Down Payments
Easily receive a down payment for jobs (even in the field) and apply that to the balance when complete.
Create Unlimited Invoice Terms
Make it easy for clients to pay on time with custom terms and reduce the headache of applying payment discounts and late payment penalties.
Automatically Calculate Early Payment Discounts
The Receive Payment system automatically calculates customer payment discounts. Save time and reduce mathematical errors.
Credit Hold Management
Place clients on credit hold soĀ you do not miss an opportunity to collect when they call for service or warranty work. You can optionally apply a secret password to anyone on credit hold.
Print Customized Statements
Get paid faster with 100% customizable statements. We offer many ways to quickly select only the people you want to sent statements to. We even have a āFriendā feature that prevents statements or finance charges from ever being applied.
Access Finance Charges
Easily access finance charges using numerous rules and calculation methods. If your client pays you but withholds the finance charge, you can painlessly reverse that charge on the fly.
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. Thatās why Aptora is known for its outstanding technical support.
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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