Best ERP Software for HVAC, Plumbing, Field Service Businesses
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 […]
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 […]
Understanding Advanced Email Settings and How to Troubleshoot Common Email Issues Emailing from Total Office Manager may be performed in one of two ways. The default method is by transmitting information from Total Office Manager to your computer’s third-party default mail client. When you do this, we use your locally installed email system (like Outlook). […]
Email System Basics Total Office Manager has a built-in email system. It can be used to send invoices, estimates, and other documents. You will find a Email option button anywhere this feature is available. An email windows opens, and the documents is attached as a PDF. You can change the email subject and body as […]
When working within the hosted Total Office Manager environment, you may want to save to your local computer or internal network drives. In order to do this, it will be necessary to create a mapped drive to access from within the RDS (Remote Desktop Services). These instructions will explain how to create and utilize the […]
Contractor Compass™ – Super Dashboard 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, […]
Introduction Total Office Manager ® is designed for both single-users on a standalone workstation, as well as multiple-users across a well-maintained network. This topic focuses on network installations of Total Office Manager. Our technical support department will NOT respond to any questions related to networking. This is the job of your network administrator. The reason […]
Configuring Aptora’s Mobile App Aptora Mobile II is cutting edge field service management software developed to complement our award winning desktop accounting software package, Total Office Manager. Aptora Mobile II – User Configuration/Setup will provide mobile access to the information and features technicians, salespeople, and even owners need most. If you are using a tablet/phone […]
Introduction This is a continuation of Preliminary Setup – Part 2 of 3: Port Forwarding and Preliminary Setup – Part 1 of 3: Networking. Registered Domain or Sub-Domain You will need to obtain a registered domain (e.g. Aptora.com) or sub-domain (e.g. mobile.Aptora.com) for use with Aptora Mobile II. The domain or sub-domain you obtain will […]
Introduction This is a continuation of Preliminary Setup Information : Networking. Port Forwarding To provide a basic explanation of the term, Port Forwarding is when you configure your network router to proactively identify and redirect every packet to travel on specific electronic lanes. Instead of having every packet stop at each port in turn until […]
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