Best ERP Software for HVAC, Plumbing, Field Service Businesses
Q: When trying to open the Schedule Boards, it does not open and the entire program hangs or freezes. What need to be done to fix this. A: The (new) Schedule Board relies on a group of files to open and operate. These files sometimes become “unregistered” due to circumstances that seem to be out […]
Vendors Missing in the Item Alias Form Item Alias Question Why is the list of vendors limited in the item alias? Answer This list will only show those vendors which are designated as suppliers in their setup. To add vendors to this list, edit the vendor record and check the box on the Additional Info […]
Serialized Items on Item Reservations Answer No. Users must select a serial number to reserve (place on hold so no one can grab it) a serialized item. The idea is that we must tell the software which one of the five condensing units is being held. The paper bookkeeping process (before software) was to tape […]
Invoice Item Notes and Work Order Item Notes This FAQ covers the Notes form found in items. It also covers WO Item Notes found in the Item tab on a Work Order. Were to Find Item Notes From an Item, click the Menu button and Notes. A form will open to enter notes. Answer The […]
HELP! What is this yellow screen that kicks me out the program? When working in the desktop application, you may receive a screen with a yellow banner. This is a runtime exception and is commonly referenced as a “Yellow Screen error”. Runtime exceptions occur when a software application is waiting for the computer or has […]
Question How do items get relieved from warehouses when invoicing? What determines which warehouse is selected? Answer The bottom line is that the warehouse on each row of the invoice is what matters. How that warehouse gets selected varies. When you create an invoice from a work order that has parts, the invoice uses the […]
Q: Why do I keep getting disconnected from the hosted platform? A: The hosted connection is reliant on a steady internet connection being present. If there is any disruption to the connection, your computer may disconnect you from the remote connection. Here is a quick list of things to check if you are continually getting […]
Q: We have automatic numbering for our work orders. But Aptora gave us a very high 6 digit work order number. How can we change it back to a 5 digit work order number and still have automatic numbering? A: To change your work order numbers, determine the highest 5-digit work order number in the list. […]
Q: When trying to send email from Total Office Manager, we keep getting and “ActiveX cannot send email” message. Email is configured as a 32-bit mail client and error still appears. A: We have isolated this behavior to machines installing Total Office Manager and .NET Framework 4.8 (or higher) was the only version installed. To […]
Chart of Accounts Review Q: What is a Chart of Account Review? A: Aptora offers each client a one-time complimentary review of their Chart of Accounts setup. When done at the start of database setup, this review will help to catch common setup mistakes users make before processing of daily transactions which impact accounting begins. Improper […]
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