Best ERP Software for HVAC, Plumbing, Field Service Businesses
How to Import Your Flat Rate Books into Total Office Manager® This help topic explains how to import flat rate pricing information (flat rate books) into Total Office Manager from Aptora. This help topic in is progress. Please check back soon.
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How to Setup Doing Business As (DBA) DBA – Abbreviation for “Doing Business As.” Companies must usually file DBA with their state indicating their doing business under a particular business name. When printing, you will have the option of using this or the company name in certain important documents like checks, invoices, purchase orders, etc.
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How to Unapply a Credit to an Invoice If you applied a credit to an invoice and then realized that was the incorrect application, this will tell you how to reverse that. Customer:Job History In order to do this, you will first need to navigate to the customer history for that customer. You can
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How to Assign (add) Work Orders to an Invoice Assigning work orders to an invoice allows you to consolidate multiple work orders into a single invoice, providing a streamlined way to manage your projects and billing. In this guide, we will walk you through the process of assigning work orders to an invoice using the
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How to Process Customer Credit Cards with the Batch E-Pay Utility The E-Pay (EPay) utility will allow you to select one or more unpaid invoices and process customer credit cards in a batch mode. This help topic covers where to find that feature and how to use it. Using the Batch E-Pay System If you
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Creating Planned Maintenance Work Orders for Service Agreements The Planned Maintenance form is used to create all of the planned work orders for a service agreement. It proposes work orders based on information brought forward from the “Add/Edit Service Agreement” form. This utility makes it easy to generate the planned maintenance visits before closing the “Add
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How Hosted Users Can Export From the Cloud The following instructions show you how to export Excel data, text files, and more out of Total Office Manager for users that are on the cloud. It also shows you how to download Windows File Explorer allowing you direct access to your files on the cloud. Login
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How to Use the Import Wizard to Import Records, Transactions, and Other Data Introducing the Import Wizard This help topic explains how to import data into Total Office Manager using the fully integrated Import Wizard. We have other help topics which cover the data and field types in great detail. We also have a help
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Aptora Automated Recurring Billing Aptora’s payment gateway, authorize.net, is capable of automatically charging your customers for you. When utilizing it, you must also let Total Office Manager know that these payments are going into your bank account so that your books are correct within Total Office Manager. You can do this utilizing memorized transactions within
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Field Technician Scoreboard The Technician Scoreboard is all about measuring a Field Service or Installation Technician’s (or any billable employee) performance. We have included every major key performance indicator and ratio that is taught by the EGIA Contractor University, Gary Elekes, Drew Cameron, and James R. Leichter. The Scoreboard takes advantage of the enterprise level
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