Type: Custom Data View Reports Included: No Description: List of Invoices, Sales, Estimates, and Credits with work order analysis information attached. This CDV is current limited to transactions for the last two (2) years. Drill Down: Yes, opens transaction (Tran Type) Description & Field Explanations 1. WO Technician – The assigned technician on the work […]
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Using the Company File Information Form 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. How to Read and Understand The Information
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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
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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
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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
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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
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How to Troubleshoot Database Connection Issues This help topic 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 Database or Company File and you are now no longer able to. This help topic tells users how to deal with the
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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
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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
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Using the Customer:Job Tax Info Tab The Customer:Job Form – Tax Info Tab is used to store a variety of tax information regarding the customer. Accessing the Tax Info Tab 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 –
Customer:Job Form – Tax Info Tab Read More »
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