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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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
How to Add, Edit, and Manage Your Company’s Fixed Assets and Tools The Company Asset feature tracks company assets. Assets can many times represent a significant portion of a company’s net worth. Assets include vehicles, office equipment, and tools, etcetera. These are not customer owned and not to be confused with customer equipment. Use the
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How to Assign/Track Tools and Assets with the Asset Manager The Asset Manager is used to manage the various assets owned by the company. Often, assets can represent a significant portion of a company’s net worth. Use the Asset Manager to record these assets, assign an asset to an employee, transfer an asset from one
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Introduction to Mobile App Work Orders Aptora Mobile II – Work Orders is one of the more important elements to the field service technician. Aptora Mobile II gives users all the control they need when working with their Work Orders. Work Orders can be both viewed and edited. Additionally, users can print, email, capture signatures,
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Introduction The Inventory Markup Table List is used to manage inventory markup tables. An inventory markup table is one way of determining the retail price of invoice items. A default markup table, which we recommend you use, has been provided in the program. However, the program allows you to create as many inventory markup tables
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Introduction This topic explains how and when to use the Mark Items to be Sold Utility in Total Office Manager. This utility will allow you to change the “This items is purchased for a sold to a specific Customer:Job” checkbox in bulk.
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Building Marketing Lists is Easy with the Marketing List Generator Improve your marketing efforts by using the Marketing List Generator. The Marketing List Generator identifies contacts who fit defined marketing criteria. For example, the MLG can identify contacts who live in a certain zip code but have never bought a service agreement. Those contacts appear
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How to Preview Reports The Print Preview form includes many nice features to allow you to view your data more efficiently. We explain the use of these features below. All of these features are available to you while in Print Preview mode. Group Tree The Group Tree feature allows you to drill down on certain
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Introduction Because of the way QuickBooks® labels its address fields, it is not uncommon for a database which Aptora converted for use with Total Office Manager® to have customer names appearing in the “Address” field of customer records. Running a built-in utility can correct the problem. As a result, our developer’s have created a Fix
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