Best ERP Software for HVAC, Plumbing, Field Service Businesses
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. […]
Scheduling Wizard 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 […]
Using Multi-Day Work Orders and Repeating Work Orders This help topic assumes that you are already familiar with the work order feature. If you are not, please read that help topic first. We also have a FAQ page specifically for multi-day work orders and repeating work orders. Multi-Day Work Orders Form Usage A multi-day work order […]
Schedule and Dispatching Board Basics The Schedule Board is a tool used to display and schedule work orders and appointments. Schedule Board 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 […]
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 […]
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 […]
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 […]
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 […]
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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