Best ERP Software for HVAC, Plumbing, Field Service Businesses

Customers & Accounts Receivable

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Gateway Settings for Bambora (Canada Only)

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   You will need the following information

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Barter Exchange Transactions

How to Manage Barter Exchange Transactions These instructions cover how to use barter exchanges within Total Office Manager.  The most common scenario is an even exchange of goods/services at one time and more rare scenarios in which goods/services are fulfilled by one party at the time of exchange, but the other party makes full repayment by

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Pick Ticket Sheet

Using the Pick Ticket Sheet (aka: Pull Sheet) The pick ticket feature consists of a report that may be printed from the Estimate form. The idea is that a sales person would create a comprehensive estimate that contains all of the various equipment, materials, and technical notes required to complete a sale. This sale may

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Customer:Job – Title List

Introduction Customer:Jobs – Title List is where titles specific to individuals listed under that particular category. To think of it one way, these “Titles” refer to their position at an organization. A title would be something like ‘Homeowner’ or ‘Site Manager’ depending upon the job role of that individual. The use of Titles is not

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