Best ERP Software for HVAC, Plumbing, Field Service Businesses
How to Assign (add) Work Orders to an Invoice Assigning work orders to an invoice allows you to consolidate multiple work orders into a single invoice, providing a streamlined way to manage your projects and billing. In this guide, we will walk you through the process of assigning work orders to an invoice using the […]
How to Process Customer Credit Cards with the Batch E-Pay Utility The E-Pay (EPay) utility will allow you to select one or more unpaid invoices and process customer credit cards in a batch mode. This help topic covers where to find that feature and how to use it. Using the Batch E-Pay System If you […]
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. CRM Form Access […]
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 […]
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 – […]
Job Costing Basics in Total Office Manager This help topic explains how to perform job costing using in the Total Office Manager software program. This article assumes that you understand the basics of job costing. To learn more about the overall concept of job costing, please read our article titled: Job Costing Concepts Explained (an […]
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 […]
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 […]
How to Set Up Credit Card Gateways 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 […]
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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