Best ERP Software for HVAC, Plumbing, Field Service Businesses
How to Create a Custom Template for Printing and Emailing Custom reports have been added to Total Office Manager for ease in making customized Invoices and reports that reflect your company. You can use this same report builder to create Custom Invoices, Sales, Credits, and Estimates. Custom Template orm Access From the main menu, select […]
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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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How to Manage and Renew Your Customer’s Service Agreements One key to managing service agreements is being able to quickly determine which agreements are about to expire, so that marketing efforts can be made to the customers who have invested in those agreements. The Service Agreement List is used to do just that. You may
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How to Use the Service Agreements List The Service Agreement List is used to research and manage service agreements which have been sold to customers. It can also be used to assign a service agreement to a customer without going through the sales process. This is useful if there are a number of agreements which
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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,
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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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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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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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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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. Setting up or changing processors may be
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