ZigaForm version 5.3.5

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

Installing Aptora Report Builder

By |2021-08-13T12:35:48-05:00July 8th, 2021|

Configuring the Report Builder Aptora Report Builder will be the next generation of reporting for Total Office Manager.  The new reporting application is a stand alone program which does not need Total Office Manager to generate reports.  At this time, there is no drill down capability for any of the reports included.  This help topic

Comments Off on Installing Aptora Report Builder

Equipment Type List

By |2021-08-23T10:24:18-05:00May 26th, 2021|

Introduction The Equipment Type List form allows you to categorize and classify different equipment titles within Total Office Manager. Examples include A/C Unit, Gas Furnace, Electric Furnace, Gas Water Heater, Electric Water Heater, Packaged/RTU (HVAC). Form Access From the main menu, click Customers | Lists | Equipment Type List Form Fields To enter a new

Comments Off on Equipment Type List

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 |2021-08-31T11:22:01-05:00July 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 |2021-08-02T16:42:53-05:00July 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 |2021-10-15T13:56:35-05:00July 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 |2021-07-30T09:05:50-05:00March 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

Warranty Work and Reimbursement Management

By |2021-09-07T11:49:58-05:00March 22nd, 2018|

Introduction In the service industry, warranty work is often a fact of life.  A common scenario might be not long after the installation of a new piece of equipment, maybe an Acme brand air conditioner, a part goes bad and needs to be replaced under warranty.  Your technician makes the repair and keeps the part,

Comments Off on Warranty Work and Reimbursement Management

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!

Go to Top