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 …
Introduction The Company File Information window provides detailed information about your company file. A “company file” is simply the database file where Total Office Manager stores all of your company data. Form Access From the main menu, click File | Company File Information. Usage File Properties The File Properties area displays general information about the …
Introduction When you subscribe to the Aptora Hosted platform, we host Total Office Manager, Aptora Mobile II, and the Form Builder applications for you. There will be no need to configure these applications within your local environment. Only the hosted remote applications will be accessible for any users on a macOS. Contractor Compass and Aptora …
Introduction When you subscribe to the Aptora Hosted platform, we host Total Office Manager, Aptora Mobile II, and the Form Builder applications for you. There will be no need to configure these applications within your local environment. The only applications you will install locally are Contractor Compass and Aptora Teams. Within ten business days of …
Introducing Time Sheets for Labor Tracking Time Sheets are one way of telling Total Office Manager how to calculate an employee’s pay. In the employee payroll items you can tell Total Office Manager to calculate an employee’s hours via time sheet or not. Enabling time sheets forces the payroll administrator to add the time to …
Introduction For data security purposes, Microsoft requires users to occasionally reset their Remote Desktop Services password. This help topic will show you when you need to reset your password and how to do it. When your password expires When your password expires, you will get an error message that reads “The logon attempt failed” when …
Introduction This help topic tells users how to deal with the message box shown here. It covers how to reconnect Total Office Manager with your Company File (database). This topic assumes that you have previously been able to connect to your Company File and you are now no longer able to. The Basics Total Office …
Manage Sales Opportunities and Sales Leads The Sales Opportunity Manager (SOM) is an integrated part of Total Office Manager and its overall Customer Relationship Management (CRM) system. SOM allows you to enter and track sales leads. You can set up product lists, sales closure probability lists, qualifications lists, and Sales process stages. Form Access From …
Activate the New System Click Edit > Preferences > Customer Payment > Company Preferences. Check the “Use Gateway Payment Profiles” checkbox. Do not click the Batch Convert button at this point. This will be covered later. Create a Bambora Merchant Account Bambora If needed, create a new account by logging into https://bambora.com You will need the following information …
Introduction The Customer:Job Form – Tax Info Tab is used to store a variety of tax information regarding the customer. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New Customer:Job button. Customer:Job Form – Tax Info Tab – Field & Button Definitions Sales Tax Information – …
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