All-In-One Field Service Management Software by Aptora –

Customers & Accounts Receivable

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User Defined Fields (UDF)

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

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Job Types List

Introduction The Job Types List form is hierarchal in nature and allows users of Total Office Manager to create their own structure to match their particular industry. Enter a word or phrase you want to use to categorize the job you are performing for the customer in this list. Form Access From the main menu,

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Customer Type List

Introduction The Customer Type List is used to setup and manage different customer types (Residential versus Commercial types, for example). Form Access From the main menu, click Customers | Lists | Customer Type List. Usage Perhaps the easiest way of using the commands available in this list is through it’s right click menu. To create

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Customer/Vendor Message List

Introduction The Customer/Vendor Message List is used to setup and manage customer/vendor messages. These custom messages then appear within the “Customer Message” field of sales forms and are meant for your customers to read. The list of all customer created messages are stored within the list and are available for usage. Form Access From the

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Aptora Mobile II – Approving Invoices & Applying Payments

Introduction Invoices created in Aptora Mobile II will be designated in Total Office Manager as a new type called ‘Mobile Invoice’. Mobile Invoices and payments accepted in Aptora Mobile II DO NOT directly affect Accounts Receivable (A/R), Income, COGS, or other accounts. Instead, Approving Invoices & Applying Payments will occur in Total Office Manager. Mobile

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Electronic Transactions – Credit Card Troubleshooting

Introduction This help topic was designed to assist users with common electronic transactions – credit card troubleshooting they may be experiencing in Total Office Manager. Common Problems The most common cause of errors and problems is incorrectly entered credit card information or incomplete or incorrectly filled in fields. Here are the first things you should

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Aptora will be closed for Memorial Day on Monday, May 27, 2024.
After hours support will still be available for hosted clients with connectivity issues.

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