Best ERP Software for HVAC, Plumbing, Field Service Businesses
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 […]
Automated Email – How to Use the Feature (2 of 2) Read More »
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.
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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
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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
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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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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 Aptora Mobile II – Invoices, Sales, and Estimates can be both viewed and edited within the mobile application. However, they can only be created from Work Orders. In addition to editing, you can also print, email, capture signatures, and take payments toward your transactions. The following are some of the elements of an Invoice
Aptora Mobile II – Invoices, Sales, and Estimates Read More »
Introduction The first screen users see upon logging in is Aptora Mobile II – Dashboard. It is intended to serve as a hub for the user; a centralized location for all information pertinent to that specific employee. It contains quick-access menus for Work Orders, Appointments, and Reminders among other things. However, the Work Orders and
Aptora Mobile II – Dashboard Read More »
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