This section contains topics related to company features like assets, database checkups, maintenance, reminders, etc.

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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How to Use Time Tracker Plus

By |2021-07-23T14:11:40-05:00November 30th, 2020|

Basic Operation Time Tracker Plus™ is a super easy to use app that adds timesheet entries to Total Office Manager. The app is installed on a mobile device and that device is used as a fixed position or mobile time clock for any or all of your employees. When the app is started, it will

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Aptora Mobile II – Auto Email – Part 1 of 2: Setup

By |2021-07-27T14:53:44-05:00May 19th, 2020|

Introduction Aptora Mobile II includes an automated email system for reminders, confirmations, and thank you messages to communicate directly with customers. This topic covers how to setup and use the auto email setup. Note that this feature is different from Aptora's Automated Text Feature that is also offered. Total Office Manager Setup Total Office Manager

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Email Setup for Total Office Manager (Microsoft 365)

By |2021-07-25T20:44:09-05:00May 19th, 2020|

Introduction Total Office Manager has a built-in email system. To utilize the email system, you must first set it up. Form Access From the main menu, click Edit | Preferences | Company | My Preference Step by Step Enter your Email Username (helpdesk@aptora.com). Enter your email Password (Pa$$w0rd1). Enter the Mail From Name (Aptora Support).

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Aptora Mobile II – Automated Text Message – Outbound SMS – Reminder

By |2021-07-27T14:54:07-05:00March 25th, 2020|

Introduction The Automated Text Message Outbound SMS Reminder in Aptora Mobile II is one of four templates within the Automated Texting feature. Its purpose is to send an reminder text message to customers one day prior to their scheduled work order. With it, a text message is sent when the status of work order changes.

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Aptora Teams – Desktop Edition

By |2021-07-26T10:34:25-05:00March 25th, 2020|

Introduction This Windows Application allows users to send messages back and forth to their coworkers, inside the office, and outside the office. It features an easy to use interface, lightning-quick performance, and “no-touch” software updates. Users can chat with other employees, whether they are at their computer or working in the field using Aptora Mobile II®

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Aptora Mobile II – Automated Text Message Setup

By |2021-07-23T11:03:11-05:00November 12th, 2019|

What Are Automated Text Messages? Aptora Mobile II includes an automated texting system for reminders, confirmations, and thank you messages to communicate directly with customers. This feature will replace auto email on the Customer:Job. The system uses whichever is selected on the Automated Contact Method (can be set to Text, Email, or Do Not Contact).

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Unit of Measure (UOM)

By |2021-07-08T16:04:12-05:00July 30th, 2019|

Introduction Often companies purchase an item and sell that item in smaller portions. You might purchase a 20’ piece of pipe and sell it by the foot. Unit of Measure (or UOM) allows you to easily buy in bulk and sell that item in smaller pieces. For example, you may have an item called “20’

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Item Category List

By |2021-07-28T15:26:08-05:00July 26th, 2019|

Introduction The Item Category List is used to setup and manage the item categories in an organization.  Item categories allow for the logical grouping of like Items.  For example, a computer service company might have item categories for motherboards, cases, and memory.  An HVAC service company might have categories for motors, thermostats, and A/C condensers.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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