All-In-One Field Service Management Software by Aptora –

Scheduling & Dispatching

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Schedule Board Basics

Schedule and Dispatching Board Basics The Schedule Board is a tool used to display and schedule work orders and appointments. Form Access From the main menu, click Company | Schedule Board, or From the toolbar, click the Schedule Board button. Field and Button Definitions Date Selector – Use the Date Selector to set the schedule

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Schedule Board Options

Introduction The Schedule Board Options allows you to customize the schedule board form by user. Usage Total Office Manager allows you unprecedented control over the look and feel of the schedule board. This form makes it easy to customize the look and feel of the schedule board. Form Access First, open the Schedule Board from

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Schedule Profile List

Introduction This topic explains how to use the Schedule Profile feature in Total Office Manager. Usage Use this feature to define how you wish the schedule board to display information. This is handy when you need two or more schedule boards. Profiles eliminate the need for multiple schedule boards. You can quickly switch from on

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Work Order History

Introduction The Work Order History form is another key element of the software that displays all sales, timesheets, purchase orders, accounts payable transactions, and journal entries associated with a particular order entered into Total Office Manager. It allows users to see all activity in a summary format without the need to generate a report. Form

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Work Order List

Introduction The Work Order List displays all work orders entered into Total Office Manager. This form makes it easy to quickly locate a work orders for viewing or editing. Use this form to create a new record or select a record to edit, delete, inactivate. You have the ability to filter and sort these records

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Work Order Types List

Introducing Work Order Types Work order types are managed through the Work Order Type List and are a way of categorizing work orders to help sort, organize, and schedule them. Work order types are also used for skill checking when assigning work orders to technicians, ensuring that work orders are assigned to technicians qualified for

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