Best ERP Software for HVAC, Plumbing, Field Service Businesses
How to Unapply a Credit to an Invoice If you applied a credit to an invoice and then realized that was the incorrect application, this will tell you how to reverse that. Customer:Job History In order to do this, you will first need to navigate to the customer history for that customer. You can […]
Job Estimates vs. Actuals Summary and Detailed Report Explanation Job Estimates vs. Actuals Summary Report This report shows how accurate your company is on estimating. This report summarizes estimated versus actual costs and compares estimated revenue to actual revenue for all customers that have an estimate. Job Estimates vs. Actuals Detail Report This report offers […]
Field Technician Scoreboard The Technician Scoreboard is all about measuring a Field Service or Installation Technician’s (or any billable employee) performance. We have included every major key performance indicator and ratio that is taught by the EGIA Contractor University, Gary Elekes, Drew Cameron, and James R. Leichter. The Scoreboard takes advantage of the enterprise level […]
Type: Custom Data View Reports Included: No Description: List of Invoices, Sales, Estimates, and Credits with work order analysis information attached. This CDV is current limited to transactions for the last two (2) years. Drill Down: Yes, opens transaction (Tran Type) Description & Field Explanations 1. WO Technician – The assigned technician on the work […]
Top Reasons Your AR Aging Report Does Not Match Your Balance Sheet There are several reasons the AR Aging report is not matching the Balance Sheet. Generally, it is a date timing issue. The Balance Sheet strictly looks at the transaction date while the AR Aging reports look at the transaction debit date, the transaction […]
Understanding the Rounding Accounts on Financial Statements This knowledgebase article explains why the income statement and balance sheet (might) contain an account called “Rounding” and what you may do to reduce that amount. Most ERP software systems create a special account (in Chart of Accounts) called “Rounding”. This is an “Other Expense” account type which, […]
Contractor Compass 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. […]
Using the Invoice/Sale/Credit/Estimate List Report CDV 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 […]
Introduction to the Employee Efficiency CDV 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 […]
Inventory Cost Review – 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 […]
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