Introduction Utilities – Overview gives a high level introduction to the tools and utilities that exist within our Field Service Software, Total Office Manager. Several Tools & Utilities have been built into the system to assist you in efficiently and effectively managing your company. The Utilities form allows you to access handy utilities to manage […]
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Introduction This help topic covers the use of Total Office Manager’s Budget Adjustment Calculator as a way to update itemized budget account cells quickly. Usage As opposed to changing the value of individual cells one at a time, Total Office Manager’s Budget Adjustment Calculator makes it possible to adjust one or more cells very quickly.
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How to Quickly Inactivate Customers or Jobs The Bulk Inactivation Utility allows you to inactivate a number of Customer:Jobs at once using the unique ID number assigned to it by Total Office Manager. The ID number can be found in the Customer:Job List. These two forms are separate but can be opened at the same
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How to use the Database Checkup Utility This topic will cover the use of a tool called Database Checkup Utility.
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Manage Documents and Files with the Document Manager The Document Manager feature in Total Office Manager allows users to associate all types of documents and files (such as Word, PDF, Excel, text files, images, and more) to any Customer:Job, Vendor, Employee, Asset, or the entire Company. You may scan a file and add it to
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Introduction The Duplicate Work Order feature allows you to quickly duplicate Work Orders for any future or long term scheduled projects. It is commonly used when it is necessary to assign many employees to a single job and is simply easier than manually creating each Work Order individually. Its primary function is to copy all
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An Introduction to Retail Pricing Methods In the Price Level form, there is a Pricing Method selection box. This help topic explains the meaning and usage of each. Explaining the Various Price Markup Methods by Type Charge a Fixed Dollar Amount This is not used a lot in business, but some companies may what to
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Introduction This topic will teach you how to locate/merge duplicate Customer:jobs in Total Office Manager by using a batch utility for mass updating.
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Introduction This topic will cover creating a New Company in Total Office Manager. Usage Use this feature to create a new company for Total Office Manager. This is a necessary part of getting starting with Total Office Manager. This wizard makes it easy with the simplicity of a step-by-step interview to assist you in setting
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Introduction This topic will cover Total Office Manager’s keyboard shortcuts. All available shortcuts can be viewed in Total Office Manager on their respective list, form, or feature with the shortcut listed next to it as listed below. Additional shortcuts to a specific menu option, form, list, or button will be underlined. For example, the shortcut
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