This section contains help topics for all reports.

How to Install and Use Contractor Compass Dashboards

By |2021-07-28T16:25:50-05:00April 17th, 2021|

Dashboard Introduction Contractor Compass is a set of dashboards designed to offer business owners unparalleled insight into their business. These super dashboards are powered by EGIA Contractor University. By that, we mean they closely follow the recommendations and best practices taught by the teaching faculty at EGIA. That faculty includes Aptora’s president, James R. Leichter.

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Invoice/Sale/Credit/Estimate List CDV

By |2021-07-09T00:41:35-05:00February 26th, 2021|

Type: Custom Data View Reports Included: No Description: List of Invoices, Sales, Estimates, and Credits with analysis information attached. This CDV is current limited to transactions for the last three (3) years. Drill Down: Yes, opens transaction (Tran Type)   Columns and data for the Invoice/Sale/Credit/Estimate List Custom Data View are outlined below: Column Name

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Employee Efficiency CDV

By |2021-07-29T14:22:14-05:00February 25th, 2021|

Introduction Employee Efficiency CDV (Custom Data View) is a report that lists invoices, sales, and credits with the assigned work orders and labor hours associated.  This CDV also contains columns to show efficiency of the time estimated from the work orders to the hours the technician worked to the time billed on invoices. The report

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Inventory Cost Review CDV

By |2021-07-23T14:05:25-05:00February 25th, 2021|

Type: Custom Data View Reports Included: Yes Description: List of invoices, sales, credits, and inventory/serialized adjustments with items containing costs that vary from the daily average cost. Drill Down: Yes, opens transaction type Columns and data for the Inventory Cost Review Custom Data View are outlined below: Column Name Form Field Notes Tran Date Invoice/Sale/Credit/

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PO Reimbursables CDV

By |2021-07-26T15:01:46-05:00February 23rd, 2021|

Type: Custom Data View Reports Included: No Description: List of purchase order items with a customer selected on the line entries and associated purchasing and invoicing transactions. This CDV is good for making sure the items you have purchased for a specific job have been received and subsequently invoiced.  The use of the reimbursables feature

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Payroll Paystub (from Paycheck)

By |2021-07-09T19:20:48-05:00February 22nd, 2021|

Introduction A pay stub (also known as a paycheck stub, pay slip, or voucher) is the document that itemizes how much employees are paid. You will receive a pay stub for each pay period. It shows your total earnings for the pay period, deductions from the total, and your net pay after deductions. Form Access

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Customer Equipment CDV

By |2021-07-23T14:07:43-05:00February 22nd, 2021|

Type: Custom Data View Reports Included: No Description: List of customer equipment with details for the last work order completed, number of pending work orders, and customer demographics. Drill Down: Yes, opens the equipment record. Columns and data for the Customer Equipment Custom Data View are outlined below: Column Name Form Field Notes Customer:Job Name Customer:Job

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Administrator Bypass Authorization

By |2021-07-19T14:04:27-05:00November 21st, 2020|

Introduction Beginning in the 20.11.400 version, we have added an enhancement called Administrator Bypass Authorization. This functionality allows a specific user of Total Office Manager to enter their password to bypass the Administrator password entry. With this password entry, someone will now have the option to perform an Admin Override with a special password and

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How to Use the Scheduling Wizard

By |2021-07-23T00:26:25-05:00November 3rd, 2020|

Introduction The Scheduling Wizard is found on the (new) Schedule Board. It gives the user the ability to create scheduled work orders and assign one or more technicians through a simple step-by-step process. Each step of the Scheduling Wizard is split into pages with buttons at the bottom of the page that will be disabled

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Gross Profit Per Person Day KPI

By |2021-07-23T13:34:10-05:00October 30th, 2020|

Understanding Gross Profit Per Person Day Possibly the Most Important KPI you could ever use. The Quick Answer Indicates how well you are applying available field labor top producing gross profit dollars (as opposed to merely sales). This is the number of full business days available to perform work per billable person. It is important

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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.

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