All-In-One Field Service Management Software by Aptora –

Total Office Manager

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Doing Business As (DBA)

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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Service Agreements – Planned Maintenance Utility

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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Contractor Compass® – Technician Scoreboard

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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