Best ERP Software for HVAC, Plumbing, Field Service Businesses
Mobile Form Builder Tips Form Builder is a very versatile program. It provides you the ability to integrate your own forms in Aptora Mobile II and capitalize on the data captured. Form Builder is an add-on to the mobile platform. If there were a simple button for this product, everyone would have the same form […]
How to Use Automatic Email Aptora Mobile II – Auto Email – Usage is a continuation of Aptora Mobile II – Auto Email – Part 1 of 2: Setup. Please refer to this prior to reading. Reminder Email Reminders are sent every day of the week at 12:00 PM (noon) server time (the time zone […]
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. […]
How The Send Invoice Payment Link Works When sending your contractor invoice as a PDF, technicians have the option of including a link that the receiver can use to pay the invoice. When you print preview your invoice, there will be an option at the top of the preview screen to send the link. You […]
How to Setup Automated Email Aptora Mobile II includes an automated email system for reminders, confirmations, and thank you messages to communicate directly with customers. This topic covers how to setup and use the auto email setup. Note that this feature is different from Aptora’s Automated Text Feature that is also offered. Please note that […]
How to Use Automated Text Messages Text messages are sent in two ways. When the work order status changes by a mobile user (not the desktop), a text is sent to the customer. When Reminders are sent the night before the date of the work order. Sending Text Reminders The entire process is automated. When […]
Introducing Aptora Teams This Windows Application allows users to send messages back and forth to their coworkers, inside the office, and outside the office. It features an easy to use interface, lightning-quick performance, and “no-touch” software updates. Users can chat with other employees, whether they are at their computer or working in the field using Aptora […]
What Are Automated Text Messages? This help topic tells you how to set up automatic text messaging and reminders in Total Office Manager and Aptora Mobile II. Be sure to see the help topic on how to use this feature. Aptora Mobile II includes an automated texting system for reminders, confirmations, and thank you messages […]
Introduction The Aptora Mobile II – Add Customer:Jobs has been designed to include corresponding tabs displayed on the “Customer” form in Total Office Manager. These data view options are displayed across the “Customer:Add” field on the “Customer” form. When completing information for the first time, click the “Add” button in the upper right corner to […]
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 […]
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