This section contains topics related to users, preferences, security settings, audit trail, etc.

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

Comments Off on Administrator Bypass Authorization

Setup and Usage of Customer Locations

By |2021-07-16T16:11:10-05:00October 22nd, 2020|

Introduction Customer locations provide the ability to assign and track work by varies addresses without creating multiple Customer:Job records. This location will be available for selection on work orders only. With the addition of the location tracking, the location will flow into the line items of invoices with the location association for the work order

Comments Off on Setup and Usage of Customer Locations

Setup and Usage of Zone Pricing

By |2021-07-23T14:12:10-05:00September 2nd, 2020|

Introduction Zone Pricing allows for up to  ten (10) zone price level pricing for items that may be applied during invoicing.  This pricing will work similar to the Markup feature.  When a zone is assigned on an invoice/sale/estimate/credit, the item retail price will be populated to the selected item zone pricing.  This feature would overrule

Comments Off on Setup and Usage of Zone Pricing

Aptora Mobile II – First Time Logging In

By |2021-07-23T14:27:59-05:00August 6th, 2019|

Introduction Aptora Mobile II is cutting edge field service management software developed to complement our award winning desktop accounting software package, Total Office Manager, and provide mobile access to the information and features technicians, salespeople, and even owners need most. Aptora Mobile II can be accessed from almost any web-enabled device with a standard web

Comments Off on Aptora Mobile II – First Time Logging In

List Management – Smart Lists

By |2021-07-08T15:58:14-05:00July 26th, 2019|

Introduction Many of the various lists appearing throughout Total Office Manager share common controls and are used in a similar manner.  Most lists which display more than a handful of columns have a Quick Filter as well as a Smart Lists and Filter Center.  The displayed contents of lists can generally be adjusted, sorted, and selected

Comments Off on List Management – Smart Lists

List Management – Quick Filter

By |2021-07-08T15:58:14-05:00July 26th, 2019|

Introduction Many of the various lists appearing throughout Total Office Manager share common controls and are used in a similar manner.  Most lists which display more than a handful of columns have a Quick Filter as well as a Filter Center.  The displayed contents of lists can generally be adjusted, sorted, and selected the same

Comments Off on List Management – Quick Filter

List Management – Filter Center

By |2021-07-08T15:58:13-05:00July 26th, 2019|

Introduction Many of the various lists appearing throughout Total Office Manager share common controls and are used in a similar manner.  Most lists which display more than a handful of columns have a Quick Filter as well as a Filter Center.  The displayed contents of lists can generally be adjusted, sorted, and selected the same

Comments Off on List Management – Filter Center

Preferences – Deposits

By |2021-07-26T15:00:27-05:00July 26th, 2019|

Introduction The Deposits preference window is where to configure certain deposit related defaults and functions. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Default Deposit Bank Account - This field is used to select the default bank account to propose when

Comments Off on Preferences – Deposits

Preferences – Items

By |2021-07-26T14:59:29-05:00July 26th, 2019|

Introduction The Items preference window is where to configure certain invoice item related default values and functions. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Asset Account - Used to select the default asset account to propose when setting up certain

Comments Off on Preferences – Items

Audit Trail

By |2021-07-19T14:28:02-05:00July 26th, 2019|

Introduction The Audit Trail in Total Office Manager will keep a record of all the changes made to transactions. Usage The audit trail function must be turned on, before it is applicable. Use the Audit Trail function to keep track of things like who used the add, edit, and delete features (this will eliminate, “it

Comments Off on Audit Trail

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!

Thank you for your message. It has been sent.
There was an error trying to send your message. Please try again later.
Go to Top