Frequently Asked Questions - Before the Sale
We have over 5000 customers. Some of our customers have 200+ employees. So, Aptora is large enough to support your organization but small enough to care about you.
Overland Park, Kansas. Right outside of Kansas City, Missouri. Being in the middle of the country allows us to easily fly to both the east and west coast for onsite training with customers. Everyone is welcome to visit.
No, we created Aptora 360 in 2023, the modern version of our 15-year software platform, that ran from 2008-2023. Investing time and money in this modern platform means we will continue far into the future (future proofing).
To ensure Total Office Manager software operates effectively and efficiently, we release updates 1-2 times a month. These updates encompass bug fixes, tax updates, and the addition of new features.
No, because we teach you the basics first. Once you have the basics down, it makes everything else easier to learn.
We understand that the most difficult aspect of switching to new software is successful implementation. That's why our office offers software usage training. Our proven 12-Step Training Program will guide users in mastering the essentials for going live. The duration of completing the training will depend on the dedication and effort of your team. Typically we have seen the highest success rate with businesses that can devote 1 hour a day to learning. If you have used QuickBooks before, you will have an easier time learning our software since it is similar to QuickBooks.
Certainly, our data migration team is skilled and equipped to transfer your data from almost any other application.
Our list migrations exclude the migration of financial data. Upon completion of the migration, you can choose to have your starting balances entered by the migration department or enter them yourself with your office staff.
The system is faster, more reliable, easier to access, more scalable, more secure, a more powerful.
Yes, our sales team is standing by to help assist you. Please schedule a demo with us today!
We believe in up-front, flat rate pricing. That is why we list all our prices on the website. https://www.aptora.com/pricing/
No, it does not cost extra.
Our prices will go up over time due to inflation, but we can lock your price in for years at a time. Talk to our sales reps to learn more. No, we do not hold you hostage. We allow our users to cancel anytime unlike most of our competitors!
You must pay for however many users you feel you will need while training. For instance, if you have 20 technicians on staff, you might want to train 3 of them at a time on how to use Mobile, so 3 users would be fine with starting out since they could all share the licenses. Same goes with your office users. You can go up and down users anytime, so if the count is not right, we can always adjust it for you by calling your sales representative.
No! Unlike many of the software platforms out there that claim to be all in one but then tell you that you must buy QuickBooks for their software to work, ours comes out of the box ready to go due to the accounting being included.
No! You will not have the same issue because we do not rely on QuickBooks to do our accounting. Within our software, the accounting is real-time, with no syncing necessary. This means you get up to the second real-time financials.
No, our accounting system is ready to go out the box. There are no upgrades that you will need to purchase.
If someone knows how to use QuickBooks, they will not have a tough time understanding our software.
Yes, our accounting is built in! This provides a huge advantage to your business. For instance, there will be no data lost during a QuickBooks synchronizing process, no double data entry, you will be able to defer revenue for service agreements, as well as choosing from a wide variety of performance payment methods within our payroll, and much more. Do you have an idea and want to let us know about it? Please do. Unlike QuickBooks, we can custom program in accounting changes quickly and will work directly with you on a first name basis.
Yes, we include stages on work orders, purchase orders, estimates, invoices, and more so that you can keep track of what phase the job is in. We also include detailed work log notes for teams to view and share as well as who did what and when.
Yes, it is built-in, so it is available to everyone.
Yes, you can load flat rate data into the software, and/or you can create flat rate tasks one by one yourself.
No, it does not, you will need to load in the material.
Yes, you can!
Yes, you can!
Yes, you can!
Yes, upon completing a work order, the customer receives an automated thank you email or text, asking for a review.
Yes, Total Office Manager enables you to run multiple companies within the software at no additional cost.
We have a partnership with Trane. It is likely they will help cover some of the cost of the software. Please call our sales team to discuss.
Yes, we have a partnership with EGIA, due to their excellence in helping the contracting industry with a variety of education, training, services, tools, and other offerings.
Yes, it will integrate with Aptora 360. Aptora 360 is an open API, so it will be able to integrate with anything else that also has an open API. APIs are how computer programs communicate to one another even if they are programmed in entirely different languages!
This will be available in Aptora 360.
Yes, we integrated with Verizon!
Yes, it will. The software keeps track of marketing expenditures, how profitable those marketing expenditures are, which of your customers have aging equipment, your customers birthdays, mailers, email, when you last emailed the customer and why, when you last called them and why, when you last mailed them a letter and why, and much more so you can tailor your message uniquely to each customer you interact with.
With our open API, you can link with any open API marketing systems. Keep in mind, we do have some marketing already built into Total Office Manager, but if you prefer something like HubSpot, it's a possibility to utilize HubSpot in conjunction with Aptora 360.
Yes, we make sure you can present videos, documentation, photos, prices, financing, and more while in front of the customer.
Yes, they can.
Yes, the software will help your salespeople and techs educate the customer on their options, offer to finance, appear professional with smart tablets/phones, present energy savings, run heat load calculations on the spot, show product videos, show marketing materials, offer good, better, best offerings, show discounts when buying more services or purchasing additional special offerings, and much more.
Yes, they can create time and material quotes as well as choose from installation kits that suit the job.
Yes, we fully understand how difficult software can be for technicians, so we carefully polled and worked with technicians while developing the software to better understand their needs.
Yes, when given access, your technician can fully dispatch jobs, appointments, and view the company calendar or their calendar while out in the field. So, they can dispatch other technicians too, not just themselves, if you give them permission to do so.
Yes, when a tech is filling out a purchase order in the field, there is a shortcut to include a photo of the receipt right on the purchase order.
Yes, we pride ourselves on the most extensive service history in the industry.
Yes! Our purchase order system allows not only the office, but also the warehouse and technicians to know when, why, how, and if a part was ordered yet.
Yes, because the technician can show the customer, if they spend more, they will receive a discount today. The software will also allow them to show images of equipment damage to the customer to better educate them as to why they need to purchase these parts and services.
Yes, you can!
Yes, you can!
Yes, yes, and yes!
Yes, we are actively working to incorporate real-time pricing into the software via several vendors. We can also update your retail price and markup method within the software at any time because it keeps track of what you are paying the vendor/s for the parts and equipment you purchase.
Yes, it does!
You do not have to wait! Our accounting system operates in real time, no syncing necessary!
The Total Office Manager software is a comprehensive all-in-one system that combines your accounting, payroll, scheduling, dispatching, service agreements, customer equipment management, and field service operations, thus eliminating the need for QuickBooks.
Unlike many software programs, we don't compel you to use our credit card processor and pay associated fees. Instead, we will work with your existing processor or provide you with options to choose from for credit card processing vendors that can be integrated into Total Office Manager.
Total Office Manager is an all-in-one comprehensive software, with job costing integrated throughout the system. It helps you track every expense and income for each job, enabling you to see total revenue and expenses and determine which jobs are profitable and which are not.
Total Office Manager has a robust and versatile payroll system integrated into the software. It includes many features commonly found in top-tier payroll software applications.
Total Office Manager does not automatically connect to your bank account, which we advise against as it goes against accounting best practices.
Of course! Keep in mind the software was made from the ground up for contractors.
Yes, we call these multi-period work orders.
Yes, it will. For the same reasons, the software will help you increase average ticket sizes and generate more sales.
No need to wait and do monthly batching, you can schedule the next service call right away!
Yes! Just click https://www.aptora.com/demo-request/ to schedule a demonstration with us.
Like all good things, everything ends. Not true in this case! We took everything GREAT about Aptora and put it into our new innovative software system. This means, you get everything you love about Total Office Manager now in a futuristic 2023 programming language that opens a world of possibilities like artificial intelligence and automation to make your life easier in the workplace!
You are looking at our Aptora system that spanned from 2008 to 2023. Be sure to look at our new system, Aptora 360!
Currently this feature is not available, however this is something we are having added into Aptora 360.
This is going to be available within Aptora 360.
This is going to be available within Aptora 360.
Currently this feature is not available, however we are adding this functionality to Aptora 360.
On our Aptora 360 system, user licenses in the office also work in the field, so if you are in the office, complete your office tasks, and if you are in the field, complete your field tasks all with one license!
Yes, this will be available soon in Aptora 360.
Yes, both will be available soon in Aptora 360.
The flow will be the same, but you will no longer have to deal with using a product on the apple or android store. Everything will be through a browser instead. We will continue to update and make improvements based on all our user's feedback.
Our software allows you to merge chart of accounts into one. You may then delete the “empty” COA or inactivate it. You can do the same thing with customers. You can select one or more customers to merge into another. Even financial information is transferred properly.
Our data migration technician will discuss this with you. The two of you will discuss the options and create a plan.
You should discuss this with our data migration technician. Generally speaking, you would only start fresh if you feel that your data is very poor and full of inaccurate and incorrect information. It is usually easier to fix data than to try and live without it. Our software has numerous tools to help you fix data. Also, unlike QuickBooks®, we have people that can advise you. We also offer paid services.
Customers and chart of accounts may have sub accounts, just like QuickBooks®. Yes. We do migrate those.