Help Category: Reports

/*#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); } */

Configuring Aptora Hosted for macOS

Introduction When you subscribe to the Aptora Hosted platform, we host Total Office Manager, Aptora Mobile II, and the Form Builder applications for you.  There will be no need to configure these applications within your local environment. Only the hosted remote applications will be accessible for any users on a macOS.  Contractor Compass and Aptora…

Configuring Aptora Hosted for Windows OS

Introduction When you subscribe to the Aptora Hosted platform, we host Total Office Manager, Aptora Mobile II, and the Form Builder applications for you.  There will be no need to configure these applications within your local environment.  The only applications you will install locally are Contractor Compass and Aptora Teams. Within ten business days of…

Resetting Your RDS Password

Introduction For data security purposes, Microsoft requires users to occasionally reset their Remote Desktop Services password. This help topic will show you when you need to reset your password and how to do it. When your password expires When your password expires, you will get an error message that reads “The logon attempt failed” when…

A/R Aging Not Matching Balance Sheet

Introduction There are several reasons the A/R Aging not matching the Balance Sheet may occur. Generally, it is a date timing issue. The Balance Sheet strictly looks at the transaction date while the A/R Aging reports look at the transaction debit date, the transaction credit date, and the date the credit was applied to the…

Schedule Board Mapping Setup and Use

Introduction Schedule Board Mapping is an optional component to the Schedule Board.  This system does require an active service agreement and internet connection in order to register and use daily.  This system contains two sections; a graphical schedule board and a GPS employee tracking map. These two sections work together for efficient scheduling and dispatching….

How to Import Item Receipts, Bills, and Vendor Credits

Import Item Receipts, Bills, and Vendor Credits The Total Office Manager import system includes two great import options called “Import Bills/Credits” and “Import Item Receipts”. This system will import all the required information to create a fully completed bill, vendor credit, or item receipt. These transactions will be the same as if they were entered…

How to Install and Use Contractor Compass Dashboards

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….

Invoice/Sale/Credit/Estimate List 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 are outlined below: Column Name…

Employee Efficiency CDV

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…

Request A Free Demo

 

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service. By entering your information above and clicking the “Agree and Submit” button, you agree to our Terms of Use and Privacy Policy, and that we may contact you at the phone number and email address you provide in this form in accordance with our Terms of Use.