Best ERP Software for HVAC, Plumbing, Field Service Businesses
How to Setup Doing Business As (DBA) DBA – Abbreviation for “Doing Business As.” Companies must usually file DBA with their state indicating their doing business under a particular business name. When printing, you will have the option of using this or the company name in certain important documents like checks, invoices, purchase orders, etc. […]
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How to Assign (add) Work Orders to an Invoice Assigning work orders to an invoice allows you to consolidate multiple work orders into a single invoice, providing a streamlined way to manage your projects and billing. In this guide, we will walk you through the process of assigning work orders to an invoice using the
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Introduction Did you know you can send an electronic phone message in Total Office Manager and Aptora Mobile II? This feature allows you to take phone messages for your co-workers, right on your computer. You don’t even have to get up and deliver the message to them. Total Office Manager does it for you. Use
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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Scheduling Wizard 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
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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 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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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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Using Multi-Day Work Orders and Repeating Work Orders This help topic assumes that you are already familiar with the work order feature. If you are not, please read that help topic first. We also have a FAQ page specifically for multi-day work orders and repeating work orders. Multi-Day Work Orders Form Usage A multi-day work order
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Inventory Unit of Measure 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
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