Best ERP Software for HVAC, Plumbing, Field Service Businesses
Total Office Managerās integrated Banking and Credit Card Management features allows a seamless approach manage your complete finance operation.
Easily maintain a list of company credit cards. Enter credit card charges and credits. Photograph and track credit card expenses from the field using our mobile app.Ā
Like our Bank Reconciliation system, credit card statements can be precisely matched with the credit card transactions recorded in the software. Discrepancies can be quickly detected and worked out.Ā
Credit card data is encrypted and the numbers are not viewable by users of the software. They can only see the last four characters and an expiration date.Ā
We offer full support for theĀ Positive Pay standardĀ which helps reduce fraud and theft. This standard is a requirement of some banks.Ā
You can easily move money from one account to another. This process is faster and more transparent that an adjusting journal entry.Ā
KEY FEATURES
Our easy to use bank deposit system allows you to quickly get your bank deposits ready. You can group deposits or list each item separately. Save time by printing deposit slips or summary reports right from the software.Ā
Total Office Manager includes a powerful and easy to use Bank and Credit Card Reconciliation system that matches financial transactions with actual bank activity. This can be done on a daily or monthly basis. A properly performed monthly bank reconciliation will help prevent fraud, theft, embezzlement, and help insure your books are accurate.Ā
Our Account Register makes is easy to review banking activity. You can search, sort, and drill down on all transactions.Ā
The software is self-balancing but many hardcore accounting types will enjoy our Trial Balance form and report.Ā
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.
Accessing Finance Charges
Itās easy to create a list of people to assess finance charges too. There are many different options on calculation methods.
VIP Exclusions
You can easily exclude VIPs such as friends and family from receiving a statement, past due notice, or being accessed finance charges.
A/R Reports
Total Office Manager’s vast array of reports allows you to see extensive details regarding who owes you and when the money is due.
Multiple Payment Methods
You can add a primary and secondary default payment method. Strong encryption is used to protect credit cards and security codes are not stored. Batch credit card and ACH processing is available.
Report Designer
Estimates, invoices, sales, and statements can be created using any of our dozen or more templates. You can also modify a template or create a report from scratch using our powerful, yet easy to use, report designer.
Highly Detailed History
Total Office Manager has the ability to show you a single vendor’s history in one easy-to-use location. View your pending purchases, previous purchases, bills paid, bills due, checks written, and items received. You can right click on an item to view a complete history of that item including a list of every purchase and every sale.
Detailed Reports
We include lots of reports so that you can see exactly whatās going on with each item. Most reports can be customized or tailored to one degree or another. There are dozens of ways to search for items and item activity.
Point of Sale (POS)
By combining all of the power of Total Office Manager with a cash register, POS Light will allow contractors and service companies to better manage their over-the-counter sales in a retail store environment. Users will be able to use an inexpensive computer or even repurpose one of their older computers. POS Light includes a USB cash drawer, USB credit card swipe, bar code scanner, cables, power adapter, and a special software update.
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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