This section contains topics related to customers, sales, invoices, payments, finance charges, statements, etc.

Invoice Payment Link for Field Service Management

By |2021-07-08T15:41:18-05:00July 2nd, 2021|

How The Send Invoice Payment Link Works When sending your contractor invoice as a PDF, technicians have the option of including a link that the receiver can use to pay the invoice. When you print preview your invoice, there will be an option at the top of the preview screen to send the link. You

History Form (customer:job, vendor, and employee)

By |2021-07-23T13:36:47-05:00February 16th, 2021|

Introduction This help topic covers the History form for customer:jobs, vendor, and employees. The form is very similar for each of these records types, so they will all be included in this topic. Form Access Field & Button Definitions Refresh: The Refresh button updates the Item History window with the latest information available in the

Comments Off on History Form (customer:job, vendor, and employee)

How to Setup Point of Sale (POS)

By |2021-07-23T14:44:18-05:00September 2nd, 2020|

POS is a Premium feature in Total Office Manager. To purchase this feature along with Hardware needed please contact your Sales Representative. POS will give you the ability to do “Retail” Sales with credit card processing to be used with a card present gateway, card swipe, and cash drawer. A card present gateway must be

Comments Off on How to Setup Point of Sale (POS)

How to Use Point of Sale (POS)

By |2021-07-23T14:46:56-05:00September 2nd, 2020|

Introduction Point of Sale is a Premium Feature in Total Office Manager. For information about purchase and hardware, please contact your sales representative. Before proceeding with the use of the POS feature please be sure you have read the help topic on Setting up Point of Sale and Receive Payments. The Point of Sale functions

Comments Off on How to Use Point of Sale (POS)

Creating and Using a Warranty Reserve

By |2021-07-22T10:36:14-05:00January 30th, 2020|

Introduction This help topic explains why and how to set up a warranty reserve for system replacements and any other type of sale desired. A warranty reserve is money that is set aside to pay for warranty claims made by your customers against your products or service. The money you set aside is known as

Comments Off on Creating and Using a Warranty Reserve

Handling Core Charges and Returns

By |2021-07-22T10:55:00-05:00December 31st, 2019|

Core Charges Defined A "core" is a used and non-functioning part that can be recycled and sold as a remanufactured part. Some of the recyclable parts that manufacturers consider core parts are water pumps, motors, circuit boards, certain air conditioning compressors, and more. The return of core parts to the manufacturers lowers the cost of

Comments Off on Handling Core Charges and Returns

Aptora Mobile II – Add Customer:Jobs

By |2021-07-26T09:42:50-05:00August 6th, 2019|

Introduction The Aptora Mobile II - Add Customer:Jobs has been designed to include corresponding tabs displayed on the “Customer” form in Total Office Manager. These data view options are displayed across the “Customer:Add” field on the “Customer” form. When completing information for the first time, click the “Add” button in the upper right corner to

Comments Off on Aptora Mobile II – Add Customer:Jobs

User Defined Fields (UDF)

By |2021-07-24T00:17:53-05:00July 26th, 2019|

Introduction User Defined Fields (UDF) allows for the creation of custom fields specific to your organization.  For example, if you want to track customer birthdays, you can create a UDF to do just that.  A user defined field can be set to display on only one or any combination of Customer:Job Forms, Employee Forms, Vendor

Comments Off on User Defined Fields (UDF)

Managing & Renewing Service Agreements

By |2021-07-26T16:22:01-05:00July 26th, 2019|

Introduction One key to managing service agreements is being able to quickly determine which agreements are about to expire, so that marketing efforts can be made to the customers who have invested in those agreements.  The Service Agreement List is used to do just that. Form Access From the main menu, click Customers | Service

Comments Off on Managing & Renewing Service Agreements

Service Agreements List

By |2021-07-16T16:16:20-05:00July 26th, 2019|

Introduction The Service Agreement List is used to research and manage service agreements which have been sold to customers.  It can also be used to assign a service agreement to a customer without going through the sales process.  This is useful if there are a number of agreements which were previously sold to customers, but

Comments Off on Service Agreements List

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.

Newsletter

Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Thank you for your message. It has been sent.
There was an error trying to send your message. Please try again later.
Go to Top