Equip yourself with the right tools at Aptora University.
The Most Extensive Total Office Manager® Training.
2022 Student Enrollment Begins Now!
Session 1:
Understanding Form Builder and Utilizing Contractor Compass
- When: September 12th-14th, 2022
- 10100 College Boulevard Overland Park, KS 66210
- Instructor: James Leichter, Aptora President
- Instructor: Arika Cosby, Aptora Super Expert
Class Goals
- Understanding contractor compass and the data driven Super Dashboards designed to offer businesses unparalleled insight into real time, key performance indicators.
- Learn to create custom forms and capture signatures.
- Optionally create PDFs that are populated by information from that custom form.
Prerequisites
- Laptops Required.
- Be prepared to create forms for your business/company.
- This will be a two (2) day, hands on seminar, with group and individual help available from our professionals.
Intended Audience
Students may include owners, managers, bookkeepers, accountants, dispatchers, and customer service representatives. This class is not a good choice for technicians, sales, or warehousing employees.
What To Expect
- Monday and Tuesday dedicated to Aptora Mobile Form Builder
- Wednesday dedicated to Contractor Compass
- Firsthand lessons lead by a software expert with 25+ years of contracting and bookkeeping experience
- Additional trainers on hand to provide instant answers to individual questions
- Specific questions and problems addressed on a one-on-one basis
- This class will do an excellent job of “filling in the blanks” regarding usage and best practices
- Plenty of Q&A and personal attention to allow you to get answers and solutions to your own specific needs
Topics
- Build your own mobile data input screens
- PDF Design Tips and Form Integration
- Filling out forms and capturing signatures
- Optionally lock forms from editing when they have been signed
- Build reports with data collected
- Instantly access the information from any mobile or desktop device.
Examples of Forms Users Might Create
- 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
- Quality Assurance Checklists
- Reprimands
- Safety Checklists
- Service Agreements
- State or Federal Government Forms
- Time Off and Vacation Requests
- Travel Logs and Travel Reimbursement Forms
- Wellness Program Forms
- Whatever else you can imagine
Itinerary
Monday 8AM – 5PM
8:00am – Form Builder Introduction
12:00pm – Lunch
1:00pm – Form Builder Creation
Tuesday 8AM – 5PM
8:00am – Form Building Instruction
12:00pm – Lunch
1:00pm – Form Building Instruction
Wednesday 8AM -12PM
8:00am – Contractor Compass
10:00am – Question / Answer Session
12:00pm – Lunch
Session 2:
Inventory Management and Aptora Mobile II
- When: October 24th-26th, 2022
- 10100 College Boulevard Overland Park, KS 66210
- Instructor: James Leichter, Aptora President
- Instructor: Arika Cosby, Aptora Super Expert
Class Goals
- Improve student knowledge with advanced tips and tricks to make the most of Total Office Manager.
- Optimize your business processes with best practices to increase profit.
- Save time & money with a 2.5 day fast track training experience.
Prerequisites
The systems we will be working with will require a certain level knowledge and experience for the students to get the most out of the training. We recommend that attendees have the following skills before attending the advanced classes.
- A good understanding of inventory including invoice item types and how they affect financial reports
- You should be comfortable explaining what the Chart of Accounts is including account types and how they affect an income statement and balance sheet
- You should be comfortable explaining debits and credits and how they are used to explain changes to financial reports
- Attendees should be comfortable with basic concepts related to work orders, schedule board, timesheets, invoices, and related systems in Total Office Manager
- It is important to understand the basics of handling work orders and invoices in our mobile app
Intended Audience
The ideal attendees are managers and those designated as the Total Office Manager Admins. The TOM Admin is the person(s) who is tasked with learning the most about Aptora software and providing support and training for your company. This session is not ideal for dispatchers or service technicians.
What To Expect
- Hands on lessons by a software expert with 25+ years of contracting and bookkeeping experience
- Additional trainers will be on hand to provide instant answers to individual questions
- Specific questions and problems will be addressed on a one-on-one basis
- We will cover advanced features and reporting
Topics
- Inventory Accounting, Adjustments, and Review
- Understanding the Perpetual Inventory System
- Mobile Schedule Board
- Accessing remote files and creating remote documents
- Save time and increase efficiency with filters and advanced search
- Create Smart Lists to manage workloads
- Performance Dashboards
- The essential bookkeeping functions required to use this system
- Setup and usage for technicians and office staff
Itinerary
Monday 8AM – 5PM
8:00am – Inventory Management I
10:00am – Inventory Management II
12:00pm – Lunch
1:00pm – Inventory Management III
3:00pm – Inventory Management IV
Tuesday 8AM – 5PM
8:00am – Service Agreements
10:00am – Scheduling/Dispatching
12:00pm – Lunch
1:00pm – Aptora Mobile Introduction
3:00pm – Aptora Mobile Advanced
Wednesday 8AM -12PM
8:00am – Aptora Mobile Pro
10:00am – Question / Answer Session
12:00pm – Lunch
Aptora University Info Request
Event is limited to 30 students and are available on a first come first serve basis.
“Excellent opportunity to cram a huge amount of knowledge into your head. Still working through my notes many weeks later. If you are on the fence on going to Aptora U… Go!”
– Tommy Thompson, Crawford Services
“The training was more than I expected. The amount of information was massive. This is really what we needed to fully utilize the program.”
– Chris Avirett, Elite Comfort
“The small classroom size was really good because we’re kind of feeding off of each other. It’s been very helpful and it’ll be really good when I get back to show the other office personnel what I’ve learned. ”
– Shawna Cooley, Fenix Heating & Cooling
“You have to have to have processes in place, and coming to the class and learning what that process is and knowing how it was designed is going to be extremely beneficial.”
– Kim Simmons, Gene’s Refrigeration and Heat
“To me, the best was finding out what they were thinking as they created the software and why there are all these other little gateways that were put in because of other companies wanting to do certain things. But to have the understanding of what the original intent was and how to make those gateways work with that original intent has been very helpful.”
-Aurel Cournoyer – Taylor Heating & AC
“When we get back we’ll be able to implement a couple of pieces that we learned over the last three days that we weren’t using at all.”
– Chris Tomeno, Taylor Heating & AC
“Today we are on our way home from Aptora University and have been reflecting on our investment in the training. Was it worth it, totally! We are going back energized and excited about implementing what we have learned. If there was one thing I could tell a new user or upset user it’s this, none of us run our business’ the same so why would we want software that only gives us one way to do it. As business owners, we are constantly trying to “think outside of the box” and thankfully TOM does too. This allows us to use it the way it works best for our business. My suggestion is to get familiar with the software and then invest in training. BTW thank you to Arika and Bryant for all of the extra time you spent with so many of us to help us with our individual questions.”
– Jon Sells, Jon’s Plumbing & Heating
“Thank you so much for offering the training class (Aptora University) this week. I enjoyed the class and all who participated. The presentation, Q&A and interactions were extremely insightful. I appreciated being able to interact with the staff and others who use the software as well. The training course has really helped me to take what I know to a new level in using the software. I highly recommend others who are using it to participate whenever they have the opportunity. We, at Air Conditioning & Heating, Inc., have been using TOM for 5 years and Aptora Mobile for over a year. We are extremely pleased with what it has to offer and the ability to grow with us. The support has also been amazing. Anytime I have questions, they are quickly answered. I don’t just feel like a client, I feel like a friend.”
– Christine Bryan
“We have been TOM users for 7 years now, migrating multiple companies in multiple different software systems. This week I attended an Aptora University class with three days of in-depth training on a fully functioning database. I was amazed at how much the software can do, and how much more we can utilize it to improve workflow, job costing, reporting, payroll, invoicing, accounts payable and purchasing. James, Arika, and Bryant went above and beyond just training though, we were able to discuss best practices and get feedback from other users on how they use different features. With the ability to remote into our database we were able to diagnose issues and solve issues with our particular way of working in our different companies. Not only would I recommend this software, but I would also highly recommend attending the Aptora University class to the point that I plan on attending again after I have time to implement some of what I learned. Thanks again, James!”
– Luke Hood
