Aptora | All-In-One Field Service Management

Customers & Accounts Receivable

/*#main .fusion-row { max-width: 100% !important;}*/ /*.fusion-header-wrapper .fusion-row { max-width: 100%; }*/ /*#content { width: 75%; float: right; text-align: left; } body.has-sidebar #content { width: calc(100% - 23% - 80px); } */

Managing Change Orders to Jobs

Introduction to Job Change Orders When changes involving invoice item quantities, pricing, and such are made to existing estimates, Total Office Manager automatically proposes a Change Order. The change order window appears as the estimate is saved.  When the form opens, it is populated with an explanation of changes made to the estimate. The proposed …

Managing Change Orders to Jobs Read More »

Assessing Finance Charges

Introduction This topic covers setting up, editing, and assessing finance charges for late payments and overdue accounts to customers.  Interest rates, grace periods, minimum charges and other settings are available options for set up.  This feature works by creating new invoices containing the appropriate fees to customers. Form Access From the main menu, click Customers …

Assessing Finance Charges Read More »

Electronic Transactions List

Introduction The Electronic Transaction list is used to view and manage all Electronic (i.e. E-Pay) Transactions that are run in Total Office Manager. For how to setup and process transactions, please read the topic on Electronic Transactions – Gateway Setup. Form Access From the main menu, click Customers | Electronic Transaction | Electronic Transactions List. …

Electronic Transactions List Read More »

Payment Method List

Introduction The Payment Method Lists and Add Payment Method form are used to create a new way of receiving payment from customers in Total Office Manager. The name created allows users to associate the corresponding payment type in a drop down list. From this list, a selection can be made on the Customer:job Payment Info …

Payment Method List Read More »

Estimates (Sales Proposals)

Introduction Stated simply, an estimate is used describe a job and calculate its approximate cost to a customer.  However, in Total Office Manager the functionality of an estimate goes well beyond that brief description. A pick ticket can be generated from the estimate, then sent to the warehouse for the necessary parts to be gathered. …

Estimates (Sales Proposals) Read More »

Work/Ship Method

Work To and Ship To Basics The Work/Ship Method help topic will cover setting up, editing, deleting, and inactivating different shipping methods, you use to send products to your customers. These are also the same methods used by your vendors. Usage Use this form to create a shipping method list of all the different ways …

Work/Ship Method Read More »

Request a Personalized Demo

Fill out the form below, and we will be in touch shortly.
Demo Form 121422

What number is equal to 7 plus 4?

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.

/* */