What is AIA Billing and AIA Payment Applications? In this knowledgebase article, we will explain the details of AIA billing, AIA Payment Applications, and AIA Forms G702 and AIA Form G703. This article is a supplement to our help pages related to purchasing and activating the AIA Billing feature as well as using the AIA […]
AIA Billing – A Complete Overview of What AIA Billing is and How it Works Read More »
How to Create Payment Applications for AIA Billing This help topic explains how to use the AIA® Billing feature in Total Office Manager from Aptora. This feature allows you to create the American Institute of Architects AIA Payment Applications and print to AIA forms G-702 and G-703. Please note that this feature is a paid
AIA Billing – How to Create AIA Payment Applications (invoices) Read More »
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
Invoice Payment Link for Field Service Management Read More »
Introducing Aptora’s AIA Billing® Software System This help topic explains how to purchase our AIA Billing and AIA Payment Application software system and activate it inside Total Office Manager from Aptora. We have provided links to related “how to” help topics below. Activating AIA Billing in Total Office Manager® Step 1: If you already own
How to Purchase and Activate the AIA Billing Software Feature Read More »
Introduction Point of Sales (POS) is a Premium feature within 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
Point of Sale (POS) – Setup Read More »
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 Point of Sale-Setup and Receive Payments. The Point of Sale functions works on
Point of Sale (POS) – Usage Read More »
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
Handling Core Charges and Returns Read More »
Introduction EnerBankUSA offers bank financing for home remodeling projects. Aptora Mobile II has an interface with its system for both their mobile app and their website. EnerBank USA is a wholly-owned subsidiary of CMS Energy Corp. (NYSE: CMS). EnerBank USA is a registered trademark of CMS Capital Corp. Aptora is not legally affiliated with EnerBank
EnerBank USA Financing Setup and Usage Read More »
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
Aptora Mobile II – Add Customer:Jobs Read More »
How to Make Sure Purchases Get Invoiced Using the Reimbursables System Each Customer:Job has a Reimbursables List which tracks various items and expenses incurred while performing the job. Then, as a sales form is created, the reimbursable list for the customer can be opened and its contents easily transferred to the sales form. Thus, making
Reimbursables (invoicing jobs) Read More »
By entering your information above and clicking the “Agree and Get Started” button, you agree to our Terms of Use and Privacy Policy that we may contact you, by SMS, at the phone number and email address you provide in this form in accordance with our Terms of Use. Promotion Terms & Conditions apply.
