AIA Billing Overview

By |2021-07-30T11:16:12-05:00July 30th, 2021|

What is AIA Billing? AIA billing is a standardized method of construction billing using a percentage of completed contract method (IE: Progress Billing). The purpose of AIA billing was to standardize the job related paperwork sent to architects and others by contractors. The AIA billing system was developed by the American Institute of Architects (AIA) in

Equipment Types

By |2021-07-15T15:38:46-05:00May 26th, 2021|

Introduction The Equipment Type form allows you to create different types to classify your equipment. Examples might include Gas Furnace, Electric Furnace, RTU, Heat Pump, A/C Unit, Gas Water Heater, Electric Water Heater, Power Backup Generator, and others. Form Access From the main menu, click Customers | Lists | Equipment Type List Equipment Type

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Purchase Order Tab Separated File Format

By |2021-07-22T11:40:46-05:00April 21st, 2021|

Introduction When creating a Purchase Order, users will have the ability to check a box to include a tab delimited file that contains vital purchase order information. This file can be used for electronic data processing. Client Notes The file name is Purchase_Order_mm-dd-yyyy_hh-mm-ss.txt One file is created. Each field is separated by a Tab The

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How to Install and Use Contractor Compass Dashboards

By |2021-07-28T16:25:50-05:00April 17th, 2021|

Dashboard Introduction Contractor Compass is a set of dashboards designed to offer business owners unparalleled insight into their business. These super dashboards are powered by EGIA Contractor University. By that, we mean they closely follow the recommendations and best practices taught by the teaching faculty at EGIA. That faculty includes Aptora’s president, James R. Leichter.

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Positive Pay

By |2021-07-29T13:40:08-05:00March 5th, 2021|

Introduction Total Office Manager does provide a file to support the Positive Pay standard which helps reduce fraud and theft. This standard is a requirement of some banks. By submitting a Positive Pay file to your bank, this helps the bank prevent check fraud by examining questionable checks submitted for payment from your account and then determining

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Employee Efficiency CDV

By |2021-07-29T14:22:14-05:00February 25th, 2021|

Introduction Employee Efficiency CDV (Custom Data View) is a report that lists invoices, sales, and credits with the assigned work orders and labor hours associated.  This CDV also contains columns to show efficiency of the time estimated from the work orders to the hours the technician worked to the time billed on invoices. The report

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Inventory Cost Review CDV

By |2021-07-23T14:05:25-05:00February 25th, 2021|

Type: Custom Data View Reports Included: Yes Description: List of invoices, sales, credits, and inventory/serialized adjustments with items containing costs that vary from the daily average cost. Drill Down: Yes, opens transaction type Columns and data for the Inventory Cost Review Custom Data View are outlined below: Column Name Form Field Notes Tran Date Invoice/Sale/Credit/

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PO Reimbursables CDV

By |2021-07-26T15:01:46-05:00February 23rd, 2021|

Type: Custom Data View Reports Included: No Description: List of purchase order items with a customer selected on the line entries and associated purchasing and invoicing transactions. This CDV is good for making sure the items you have purchased for a specific job have been received and subsequently invoiced.  The use of the reimbursables feature

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Payroll Paystub (from Paycheck)

By |2021-07-09T19:20:48-05:00February 22nd, 2021|

Introduction A pay stub (also known as a paycheck stub, pay slip, or voucher) is the document that itemizes how much employees are paid. You will receive a pay stub for each pay period. It shows your total earnings for the pay period, deductions from the total, and your net pay after deductions. Form Access

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