The Menu bar is a navigation pane to access the five main categories of Total Office Manager. The Company menu includes relevant information to your organization. Examples of subtopics include: Company Information, User List/Security, Audit Trail, Appointments & Phone Messages, Reminders and Memorized Transactions, Work Orders, Scheduling & Dispatching, Inventory Control, Asset Manager, and Document Manager.

Inventory Cost Review CDV

By |2021-07-23T14:05:25-05:00February 25th, 2021|

Type: Custom Data View Reports Included: Yes Description: List of invoices, sales, credits, and inventory/serialized adjustments with items containing costs that vary from the daily average cost. Drill Down: Yes, opens transaction type Columns and data for the Inventory Cost Review Custom Data View are outlined below: Column Name Form Field Notes Tran Date Invoice/Sale/Credit/

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How to Use the Scheduling Wizard

By |2021-07-23T00:26:25-05:00November 3rd, 2020|

Introduction The Scheduling Wizard is found on the (new) Schedule Board. It gives the user the ability to create scheduled work orders and assign one or more technicians through a simple step-by-step process. Each step of the Scheduling Wizard is split into pages with buttons at the bottom of the page that will be disabled

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Gross Profit Per Person Day KPI

By |2021-07-23T13:34:10-05:00October 30th, 2020|

Understanding Gross Profit Per Person Day Possibly the Most Important KPI you could ever use. The Quick Answer Indicates how well you are applying available field labor top producing gross profit dollars (as opposed to merely sales). This is the number of full business days available to perform work per billable person. It is important

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Inventory Transfer

By |2021-07-28T16:31:29-05:00September 30th, 2020|

Inventory Transfer Form Usage This form is primarily used to transfer inventory items from a location (such as your warehouse) to a job. This action will reduce inventory and increase the cost of goods sold (COGS) for the items you transfer. When you transfer items to a job using this form, you will NOT want

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Handling Core Charges and Returns

By |2021-07-22T10:55:00-05:00December 31st, 2019|

Core Charges Defined A "core" is a used and non-functioning part that can be recycled and sold as a remanufactured part. Some of the recyclable parts that manufacturers consider core parts are water pumps, motors, circuit boards, certain air conditioning compressors, and more. The return of core parts to the manufacturers lowers the cost of

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Repeating and Multi-Day Work Orders

By |2021-07-23T15:49:30-05:00November 15th, 2019|

Introduction The repeating work order feature creates two or more work orders. The work order that is used to create the repeating work orders is the “Master Work Order”. If you delete it, you will delete all of the work orders created from it. You may open the Master WO and edit all of the

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Unit of Measure (UOM)

By |2021-07-08T16:04:12-05:00July 30th, 2019|

Introduction Often companies purchase an item and sell that item in smaller portions. You might purchase a 20’ piece of pipe and sell it by the foot. Unit of Measure (or UOM) allows you to easily buy in bulk and sell that item in smaller pieces. For example, you may have an item called “20’

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List Management – Filter Center

By |2021-07-27T16:10:44-05:00July 26th, 2019|

Introduction Many of the various lists appearing throughout Total Office Manager share common controls and are used in a similar manner.  Most lists which display more than a handful of columns have a Quick Filter as well as a Filter Center.  The displayed contents of lists can generally be adjusted, sorted, and selected the same

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Item History

By |2021-07-23T23:38:14-05:00July 26th, 2019|

Introduction The Item History window is used to research the entire history of use for a particular invoice item. Form Access From the Invoice Item List (Lists > Invoice Items), highlight an item then click Actions > Item History, or From within an item record, click Menu > History. Field & Button Definitions Refresh -

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Custom Footers List

By |2021-07-19T16:27:46-05:00July 26th, 2019|

Introduction The Custom Footer List is used to manage custom footers.  These footers are then available from print options when printing invoices, sales, credit memos, and related forms. Form Access From the main menu, click Company | Lists | Custom Footers The Custom Footers List, used to manage the footers which appear on invoices, sales,

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