Introduction The Total Office Manager import system includes two geat import options called “Import Bills/Credits” and “Import Item Receipts”. This system will import all the required information to create a fully completed bill, vendor credit, or item receipt. These transactions will be the same as if they were entered by hand. This import will affect …
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 …
Introduction This help topic assumes that you are already familiar with the work order feature. If you are not, please read that help topic first. Multi-Day Work Orders Form Usage A multi-day work order is a single work order that spans two or more days. The feature allows you to set a start date and …
Introduction The Work Order History form is another key element of the software that displays all sales, timesheets, purchase orders, accounts payable transactions, and journal entries associated with a particular order entered into Total Office Manager. It allows users to see all activity in a summary format without the need to generate a report. Form …
Introduction The Work Order List displays all work orders entered into Total Office Manager. This form makes it easy to quickly locate a work orders for viewing or editing. Use this form to create a new record or select a record to edit, delete, inactivate. You have the ability to filter and sort these records …
Introducing Work Order Types Work order types are managed through the Work Order Type List and are a way of categorizing work orders to help sort, organize, and schedule them. Work order types are also used for skill checking when assigning work orders to technicians, ensuring that work orders are assigned to technicians qualified for …
Work Order Form Basics Work orders are the authorization from customers for work to be performed. This work may include service calls, maintenance, and installation. Work orders are not the same as jobs. Work orders are more short-term in nature and are the equivalent of writing a note to a co-worker instructing him/her on their …
Introduction Custom reports have been added to Total Office Manager for ease in making customized Work Orders and reports that reflect your company. You can use this same report builder to create Custom Work Orders, Sales, Credits, and Estimates. Form Access From the main menu, select Company | Lists | Work Orders | Reports | …
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, …
Introduction The Work Orders preference window is where to configure defaults and settings related to work orders. Form Access From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Required Fields – Ticking an available checkbox in the required fields area makes that component mandatory …
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