data Driven Success for Contractors.

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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

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

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.

Frequently Asked Questions

What type of company was this dashboard built for?

The dashboard system was built for companies that primarily perform residential and commercial HVAC work. They may also do plumbing and electrical work. The main part of the dashboard system that relates to this focus is the division and department list. This list is the official Division and Department list for EGIA Contractor University members. Otherwise, the dashboard system is relevant to almost any contracting business.

Do we need a budget to use the dashboard feature?

No. The budget information will simply be blank. The same is true for any other feature that you do not use.

Will the dashboards match various related reports in Total Office Manager?

Not necessarily. The dashboard might draw information that is different than a report, even if that report seems to be reporting the same information. The dashboards rely on numerous selection boxes, checkboxes, and other things to gather information. It may also perform different calculations. Rounding might cause differences too. Dashboards also rely on the fact that certain features are used in certain ways (outlined in the article).

How does the dashboard get information from Total Office Manager?

The dashboard Excel file must be launched from Total Office Manager. When it opens, it “logs into” Total Office Manager with the user’s credentials. It then runs through a series of queries that pull information from your database. These queries are stored inside the database, and they are called from the Excel file using VBA code.

What type of support do you offer to help us modify the MS Excel dashboard file?

The Aptora technical support department will not be able to help you with any work in Microsoft Excel. Our pay-as-you-go training and consulting services will help you with some of this work. We do this by appointment. Please contact our Help Desk for more information and scheduling.

What other dashboards are you planning on creating?

We already have plans to create boards for technicians, sales, marketing, financial planning, and HR. We will create others based on suggestions. We will be adding features to Total Office Manager to make the dashboards more robust and easier to work with. For example, we will be working to improve the budgeting feature so that budgets are easier and faster to create and maintain. There will be a nominal fee for additional dashboards.

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