This section covers topics related to customer equipment, service agreements, renewals, etc.

Equipment Types

By |2021-07-15T15:38:46-05:00May 26th, 2021|

Introduction The Equipment Type form allows you to create different types to classify your equipment. Examples might include Gas Furnace, Electric Furnace, RTU, Heat Pump, A/C Unit, Gas Water Heater, Electric Water Heater, Power Backup Generator, and others. Form Access From the main menu, click Customers | Lists | Equipment Type List Equipment Type

Comments Off on Equipment Types

Batch Renewal of Service Agreements

By |2021-07-16T08:46:25-05:00July 26th, 2019|

Introduction The Batch Renewal of Service Agreements feature allows you to quickly renew existing Service Agreements that have existing Planned Maintenance Work Orders created in Total Office Manager. Form Access From the main menu, click Customers  | Service Agreements List or Service Agreement List File Path By either right clicking on the list

Comments Off on Batch Renewal of Service Agreements

Service Agreements List

By |2021-07-16T16:16:20-05:00July 26th, 2019|

Introduction 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 were previously sold to customers, but

Comments Off on Service Agreements List

Service Agreements

By |2021-07-16T16:28:20-05:00July 26th, 2019|

Introduction This topic will cover service agreements. Usage This form will keep track of the type of service agreement, beginning and ending dates, status and the value (how many visits are included) of the Customer's service agreement with your company. This will list all the Customers equipment, especially all the equipment that they have purchased

Comments Off on Service Agreements

Customer Equipment List

By |2021-07-19T16:39:29-05:00July 26th, 2019|

Introduction The Customer Equipment List is used to manage the records of customer equipment on file.  This list can and should include all of your customers equipment, whether or not they bought it from you.  This way, as you track the age of your customer's equipment, marketing efforts can be made to encourage replacement sales

Comments Off on Customer Equipment List

Customer Equipment

By |2021-07-19T16:37:45-05:00July 26th, 2019|

Introduction The Customer Equipment feature is used to track customer equipment.  This can include both new equipment sold to a customer as well as existing equipment they already own.  This data can then be used in a variety of ways including marketing to customers who have outdated and inefficient equipment.  More importantly, if a safety

Comments Off on Customer Equipment

Service Agreements – Escrow Accounting

By |2021-07-16T16:25:40-05:00March 23rd, 2018|

Introduction Service agreement Escrow Accounting is an advanced feature exclusively available only in Total Office Manager Enterprise Edition.  The feature is easy to use when used correctly. Explained simply, escrow is when an asset (like cash) is set aside, pending fulfillment of a condition.  Once the condition is met, the asset is free for use.

Comments Off on Service Agreements – Escrow Accounting

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

Newsletter

Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Thank you for your message. It has been sent.
There was an error trying to send your message. Please try again later.
Go to Top