Yes, your items and groups from your current flat rate pricing software program can be usually imported into Total Office Manager and updated as often as need be. This can easily be done by the users and there are various formats that you can import from, including Microsoft Excel® (.xls), Comma Separated Values (.csv), Microsoft Access® (.mdb), and delimited text files (.txt).
Can we import data from existing flat rate pricing software ourselves?
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- Employees & Payroll – This section contains topics relating to employees, timesheets, HR related tasks and payroll processing.
- Certified Payroll
- Certified Payroll Register Report
- Contact Log (Employee) Report
- Direct Deposit – ACH File List
- Direct Deposit Company Setup
- Direct Deposit Company Setup List
- Employee Efficiency – Assign Hours
- Employee List
- Employee Type
- Employees
- Form 940 (Annual FUTA Tax Return)
- General Overview of Setting Up Payroll
- History Form (customer:job, vendor, and employee)
- Importing – Timesheets
- IRS Form 1099 and 1096
- Mailing Labels: Employees
- New Employee Setup
- Pay Payroll Liabilities
- Paycheck List
- Payroll – Employee Time Off Adjustments
- Payroll – Filling Out Form 941 (step by step)
- Payroll – Find Tax Form
- Payroll – Form 941 (Quarterly Federal Tax Return)
- Payroll – Pay Group List
- Payroll – Pay Period
- Payroll – Paycheck Details Form
- Payroll – Payroll Templates
- Payroll – Process Pay Group
- Payroll – Process Paychecks
- Payroll – Taxes Tab
- Payroll – Time Off Tab
- Payroll Item Detailed History Report
- Payroll Liability Adjustment
- Payroll Liability Balances
- Payroll Liability Refund Deposit
- Payroll Paystub (from Paycheck)
- Payroll Summary
- Payroll Taxes by Employee (converting your existing setup)
- Process Direct Deposit
- Setting up a Payroll System from Scratch
- Unemployment Tax Rates
- W-3 Form Completion
- Workers’ Compensation
- Customer Equipment & Service Agreements – This section covers topics related to customer equipment, service agreements, renewals, etc.
- Importing & Exporting – This section covers topics related to importing and exporting. Data migration topics would also be in this section.
- Software Setup & Installation – This section contains topics related to setup, installation troubleshooting, hosted configurations, updates, etc.
- Check Web For Update
- Database Checkup Utility
- How to Install and Use Contractor Compass Dashboards
- Installation – Networking
- Installation Error Codes
- Installation Troubleshooting
- Mapping Drives for Network Shares in Aptora Hosted
- New Company Wizard
- Preparing Total Office Manager for Contractor Compass™
- Sales Tax – This section covers topics related to sales tax setup, usage, and troubleshooting.
- Company, Tools, & Utilities – This section contains topics related to company features like assets, database checkups, maintenance, reminders, etc.
- Appointment List
- Approval Sheet
- Asset Labels Report
- Asset Manager
- Assets List Report
- Audit Trail
- Bulk Inactivation Utility
- Standard Calculator
- Company Information
- Contact Log (Asset) Report
- Contact Log (Company) Report
- Divisions and Departments
- Custom Data Views (CDV)
- Custom Footers List
- Document Manager
- Email Setup for Total Office Manager
- Fix Address Fields Utility
- Fixed Assets
- Keyboard Shortcuts
- List Management – Filter Center
- List Management – Quick Filter
- List Management – Smart Lists
- Locate/Merge Duplicate Customer:Jobs Utility
- Loan Amortization Calculator
- Mark Items to be Sold Utility
- Marketing List Generator (MLG)
- Marketing Type
- Missing Department Entries
- Phone Message List
- Caller ID – Phone Monitor
- Print – Options
- Print Preview Tools
- Printing Sales Forms
- Printing Your Reports
- Reminder Items List
- Reminder List
- Remove Telephone Formatting Utility
- Repeat Appointments
- Solving Printing Troubles
- Update Sales Departments Utility
- Utilities – Overview
- Workflow Navigator
- Work/Ship Method
- Zip Code Lookup
- Invoice Items & Inventory Management – This sections contains help topics on items, purchase orders, inventory adjustments, price levels, item aliases, barcoding, reordering, warehouses, etc.
- Adding Invoice Items – Discount
- Adding Invoice Items – Group
- Adding Invoice Items – Inventory Part
- Adding Invoice Items – Non-Inventory Part
- Adding Invoice Items – Other Charge
- Adding Invoice Items – Payment
- Adding Invoice Items – Serialized
- Adding Invoice Items – Service
- Adding Invoice Items – Service Agreement
- Adding Invoice Items – Subtotal
- Deleting Inventory Items
- Inventory Adjustment and Review
- Inventory Assembly Items
- Inventory by Warehouse
- Inventory By Warehouse Bins CDV
- Inventory Valuation Methods
- Inventory History
- Inventory Item Adjustment (Non-Serialized)
- Inventory Item Adjustment (Serialized)
- Inventory Items List
- Inventory Markup Table List
- Inventory Profitability Report
- Inventory Re-Ordering
- Inventory Replenishment (reorder)
- Inventory Sales Activity
- Inventory Transfer
- Inventory Valuation
- Invoice Item List
- Invoice Items – Changing Chart Of Account Selections
- Invoice Items – Overview
- Using Invoice Item Aliases (alternative part numbers)
- Item Category List
- Item Groups Report
- Item History
- Item Labels
- Item Lookup
- Item Receipt List
- Item Reservations
- Item Update Historical Transations
- Items – Qty Checking
- Labor Minutes
- Pricing Method Types Explained
- Markup vs Gross Profit Margin Table
- Markups List
- Physical Inventory Add Sheet
- Physical Inventory Work Sheet
- Price Level
- Price Level List
- Printing and Using Bar Codes
- Resetting Inventory Counts
- Serial Numbers List
- Zone Pricing – Setup & Usage
- Unit of Measure (UOM)
- Update Retail Price Utility
- Warehouse List
- Reports – This section contains help topics for all reports.
- Security, Users, & Preferences – This section contains topics related to users, preferences, security settings, audit trail, etc.
- Administrator Bypass Authorization
- Advanced Security Report
- Granting Permission to Users
- Preferences – Appearance
- Preferences – Appointments
- Preferences – Auto-Recall
- Preferences – Caller ID
- Preferences – Chart of Accounts
- Preferences – Checking
- Preferences – Company
- Preferences – Customer:Jobs
- Preferences – Cutoff Date
- Preferences – Deposits
- Preferences – Deposits
- Preferences – Items
- Preferences – Login
- Preferences – Overview
- Preferences – Pay Bills
- Preferences – Payroll
- Preferences – Purchase Orders
- Preferences – Quick Filter
- Preferences – Refresh
- Preferences – Reports
- Preferences – Sales Tax
- Preferences – Sales/Invoices/Estimates
- Preferences – Security
- Preferences – Service Agreements
- Preferences – Vendors
- Preferences – Web Updates
- Preferences – Work Orders
- Preferences – Zip Codes
- List Speed Optimization
- Total Office Manager User List
- Reports – This section contains help topics for all reports.
- Vendors & Accounts Payable – This section contains topics related to vendors, bills, item receipts, etc.
- Adjust Bill Discounts and Credits
- Bill History Form
- Bill List
- Contact Log (Vendor) Report
- Direct Deposit Setup – Vendor
- Enter Bill for Received Items
- Entering Bills
- Entering Credit Card Charges
- Entering Credit Card Credits
- Entering Credits – Vendor Credit List
- History Form (customer:job, vendor, and employee)
- Mailing Labels: Vendors
- Pay Bills
- Pay Credit Card
- Pay Credit Card (Partial Payment)
- Receive Payments List
- Payment Terms List
- Purchase Order (PO) – History
- Preferences – Vendors
- Printing Batch Vendor Checks
- Purchase Order Tab Separated File Format
- Purchase Orders
- Purchase Orders – New PO
- Purchase Orders – PO List
- Receive Items (Without a Bill)
- Receive Items and Enter Bill Form
- Terms – Payment
- Vendor Contact List Report
- Vendor Form – Address Info Tab
- Vendor Form – Contacts Tab
- Vendor Form – Overview
- Vendor Form – Additional Info Tab
- Vendor List
- Vendor Types List
- Warranty Work and Reimbursement Management
- Write Checks
- Reports – This section contains help topics for all reports.
- Accounting & Banking – This section contains topics related to journal entries, deposits, checks, credit cards, account registers, reconciliations, etc.
- Account Register
- Account Summary by Type
- Adjusting Journal Entries
- Budget Adjustment Calculator
- Chart of Accounts – Overview
- Chart of Accounts List
- Check List
- Creating, Editing, and Importing Budgets
- Creating and Using a Warranty Reserve
- Electronic Transactions – Credit Card Troubleshooting
- Electronic Transactions – Credit Cards
- EnerBank USA Financing Setup and Usage
- Finance Charges Settings
- General Journal
- Gross Profit Per Person Day KPI
- Make Deposit
- Manual Deposits List
- Positive Pay
- Preferences – Chart of Accounts
- Preferences – Deposits
- Reconcile Bank Accounts (Part 1)
- Reconcile Bank Accounts (Part 2)
- Trial Balances
- Scheduling & Dispatching – This section contains topics related to the schedule board, appointments, work orders, dispatching, etc.
- Appointment List
- Custom Work Order
- Custom Work Order Reports
- Duplicate Work Order
- How to setup GPS Tracking
- How to Use the Scheduling Wizard
- Job Status
- Preferences – Appointments
- Repeat Appointments
- Repeating and Multi-Day Work Orders
- Schedule Board Basics
- Schedule Board Options
- Schedule New Appointments
- Schedule Profile List
- Work Order Costing
- Work Order History
- Work Order List
- Work Order Form – Overview
- Work Order Types List
- Reports – This section contains help topics for all reports.
- Customers & Accounts Receivable – This section contains topics related to customers, sales, invoices, payments, finance charges, statements, etc.
- Payment Method List
- Assessing Finance Charges
- Building Custom Reports and Custom Styles
- Managing Change Orders to Jobs
- Contact Log (Customer) Report
- Creating and Printing Client Statements
- Progressive Billing – Create an Invoice From Estimate
- Custom Invoice/Sale/Credit/Estimate
- Customer/Vendor Message List
- Customer Type List
- Customer:Job List
- Customer:Job Form – Additional Info Tab
- Customer:Job Form – Address Info Tab
- Customer:Job Form – Contacts Tab
- Customer:Job Form – Info Tab
- Customer:Job Form – Job Info Tab
- Customer:Job Form – Overview
- Customer:Job Form – Payment Info Tab
- Customer:Job Sub Account (Child Account)
- Electronic Transactions List
- History Form (customer:job, vendor, and employee)
- How to Activate AIA Billing
- Point of Sale (POS) – Setup
- Point of Sale (POS) – Usage
- Invoice/Sale/Credit/Estimate List
- Invoices/Sales/Credits/Estimates List
- Locate/Merge Duplicate Customer:Jobs Utility
- Mailing Labels: Customers:Jobs
- Printing Batch Credit Memos
- Printing Batch Invoices
- Printing Sales Forms
- Printing Batch Sales (Cash) Receipts
- Receive Payments
- Reimbursables Report
- Reimbursables List
- Sales Forms – Overview
- Terms – Payment
- Setup and Usage of Customer Locations
- User Defined Fields (UDF)
- Reports – This section contains help topics for all reports.
- A/R Aging Summary Report
- A/R Aging Detail Report
- Invoice Analysis Report
- Invoice/Sale/Credit/Estimate List CDV
- Job Costing Overview Report
- Job Costing Report
- Job Costing Summary Report
- Missing Invoices on Work Orders Report
- Open Invoices Report
- Sales By Customer Report
- Sales By Customer Type Report
- Sales By Department Report
- Sales by Foreman Report
- Sales By Item Category
- Sales by Item Detail Report
- Sales By Marketing Source
- Sales By Region Report
- Sales By Salesperson
- Sales by Technician
- Employee Efficiency CDV
- Employee Schedule Report
- Employee Time Sheet Report
- Time Off History
- Customer Equipment CDV
- Contacts by Marketing Source Report
- Marketing Source Summary
- Report – Appointment List
- Account Register Report
- Balance Sheet – Dollar Comparison Report
- Balance Sheet – Percent Comparison Report
- Balance Sheet Report
- Bank Reconciliation Report
- Financials – Budget Report
- Credit Card Charges/Credits Report
- General Journal Report
- Income Statement – Condensed
- Income Statement by Department Wide Report
- Journal Entries Report
- List Of Checks Report
- Payments By Payment Method Report
- Ratio Analysis
- Reports – Executive Summary
- Statement of Cash Flows
- Transaction Details by Account Report
- Trial Balance Report