ZigaForm version 5.3.5

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

Sales Opportunity Manager (SOM)

By |2021-09-15T16:31:02-05:00September 15th, 2021|

Introduction 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 the main menu, click Customers

Gateway Settings for Bambora (Canada Only)

By |2021-09-11T14:01:25-05:00September 11th, 2021|

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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Customer:Job Form – Tax Info Tab

By |2021-08-25T08:54:40-05:00August 19th, 2021|

Introduction The Customer:Job Form - Tax Info Tab is used to store a variety of tax information regarding the customer. Form Access From the main menu, click Customers | New Customer:Job, or New Customer:Job File Path From the toolbar, click the New Customer:Job button. New Customer:Job Toolbar Customer:Job Form - Tax

Electronic Transactions – Checks (ACH)

By |2021-08-25T08:44:46-05:00August 11th, 2021|

Introduction Electronic Transactions - Checks (ACH) in Total Office Manager allows you to accept Checks as payment and get those payments authorized using an internet connection. Setting up or changing processors may be required before Total Office Manager can accept Electronic Checks. The topic assumes that the Electronic Transactions - Gateway Setup has been completed.

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Electronic Transactions – Gateway Setup

By |2021-09-11T14:02:45-05:00August 10th, 2021|

Introduction This help topic explains how Electronic Transactions - Gateway Setup is completed on Total Office Manager.  This feature allows you to accept Checks and Credit Cards as customer payment and get those payments authorized using an internet connection.  Setting up or changing processors may be required before Total Office Manager can accept payment. Requirements

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Customer:Job – Title List

By |2021-09-09T11:34:16-05:00July 30th, 2021|

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

AIA Billing Overview

By |2021-08-04T10:57:15-05:00July 30th, 2021|

What is AIA Billing? AIA billing is a standardized method of construction billing using a percentage of completed contract method (IE: Progress Billing). The purpose of AIA billing was to standardize the job related paperwork sent to architects and others by contractors. The AIA billing system was developed by the American Institute of Architects (AIA) in

Installing Aptora Report Builder

By |2021-08-13T12:35:48-05:00July 8th, 2021|

Configuring the Report Builder Aptora Report Builder will be the next generation of reporting for Total Office Manager.  The new reporting application is a stand alone program which does not need Total Office Manager to generate reports.  At this time, there is no drill down capability for any of the reports included.  This help topic

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Invoice Payment Link for Field Service Management

By |2021-08-30T09:20:47-05:00July 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

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