Best ERP Software for HVAC, Plumbing, Field Service Businesses

data Driven Success for Contractors.

Supercharge your business with Aptora’s EGIA Powered Super Dashboards. Gain real-time insights, optimize workflows, and make data-driven decisions for unparalleled project management success.

financial performance dashboards

Welcome to Aptora’s Field Service Management Dashboards, the ultimate add-on for Total Office Manager. This Excel-based tool is built on EGIA’s best practices, offering a year’s worth of financial seminars packed into an easily understandable format. With Aptora’s Dashboards, there’s no need to worry about data gathering, calculations, or benchmark lookups. Experience deep insights into your company with fully departmentalized income statements, KPIs, KPMs, financial analysis by department, dual overhead multipliers, sales performance, and much more. In just two clicks, you’ll have an unparalleled understanding of your business, empowering you to make data-driven decisions confidently. Elevate your efficiency, optimize your operations, and uncover hidden opportunities with Aptora’s Field Service Management Dashboards.

Optimization is a Click Away

Features & Benefits

Ā From elevated control and streamlined operations to enhanced efficiency and insightful performance metrics, the keys to success are right at your fingertips.

Financial Precision

Accounting

Manage finances seamlessly with accounts, general ledger, and comprehensive financial reporting.

Engagement

Customer Management

Easily track client information, communicate effortlessly, and access job history all in one place.

Organization

Document Management

Store and manage project-related documents for easy access to important information.

Preparation

Estimating

Win more bids with detailed job estimates, including labor and material costs.

Control

Inventory Management

Track inventory levels, reorder supplies, and efficiently manage stock.

Analysis

Reporting

Gain valuable insights with a variety of reports, such as job cost reports, financial statements, and customer reports.

Streamlined

Invoicing

Simplify invoicing by generating detailed invoices directly from the system, including labor and materials.

Task Monitoring

Time Tracking

Easily manage resources and allocate tasks by keeping track of project-specific time spent.

Coordination

Job Management

Centrally manage projects, track progress, allocate resources, and communicate with clients effectively.

flexibility

Mobile Access

Stay connected and manage your business on the go via mobile devices.

efficiency

Payroll

Ā Efficiently handle payroll processes, including time tracking and direct deposit for employees.

optimization

Scheduling

Ensure deadlines are met and resources are allocated efficiently with intuitive project scheduling.

Technician's Scorecard

Get ahead of the game with the Technician’s Scorecard, your ultimate tool for measuring and optimizing the performance of your technicians. We’ve incorporated top-notch key performance indicators and ratios to help you unlock the full potential of your team.

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