ZigaForm version 5.3.5

The Menu bar is a navigation pane to access the five main categories of Total Office Manager. The Customers menu includes relevant information to your organization. Examples of subtopics include: Customer:job list, Creating Estimates, Sales Receipts, and Invoices, Receiving Payment from customers, Service Agreements and tracking Customer Equipment.

Sales Opportunity Manager (SOM)

By |2021-09-15T16:31:02-05:00September 15th, 2021|

Introduction The Sales Opportunity Manager (SOM) is an integrated part of Total Office Manager and its overall Customer Relationship Management (CRM) system. SOM allows you to enter and track Sales leads. You can set up product lists, Sales closure probability lists, qualifications lists, and Sales process stages. Form Access From the main menu, click Customers

Gateway Settings for Bambora (Canada Only)

By |2021-09-11T14:01:25-05:00September 11th, 2021|

Activate the New System   Click Edit > Preferences > Customer Payment > Company Preferences. Check the “Use Gateway Payment Profiles” checkbox.    Do not click the Batch Convert button at this point. This will be covered later.   Create a Bambora Merchant Account   Bambora  If needed, create a new account by logging into  https://bambora.com   You will need the following information

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Customer:Job Form – Tax Info Tab

By |2021-08-25T08:54:40-05:00August 19th, 2021|

Introduction The Customer:Job Form - Tax Info Tab is used to store a variety of tax information regarding the customer. Form Access From the main menu, click Customers | New Customer:Job, or New Customer:Job File Path From the toolbar, click the New Customer:Job button. New Customer:Job Toolbar Customer:Job Form - Tax

Electronic Transactions – Checks (ACH)

By |2021-08-25T08:44:46-05:00August 11th, 2021|

Introduction Electronic Transactions - Checks (ACH) in Total Office Manager allows you to accept Checks as payment and get those payments authorized using an internet connection. Setting up or changing processors may be required before Total Office Manager can accept Electronic Checks. The topic assumes that the Electronic Transactions - Gateway Setup has been completed.

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Electronic Transactions – Gateway Setup

By |2021-09-11T14:02:45-05:00August 10th, 2021|

Introduction This help topic explains how Electronic Transactions - Gateway Setup is completed on Total Office Manager.  This feature allows you to accept Checks and Credit Cards as customer payment and get those payments authorized using an internet connection.  Setting up or changing processors may be required before Total Office Manager can accept payment. Requirements

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AIA Billing Overview

By |2021-08-04T10:57:15-05:00July 30th, 2021|

What is AIA Billing? AIA billing is a standardized method of construction billing using a percentage of completed contract method (IE: Progress Billing). The purpose of AIA billing was to standardize the job related paperwork sent to architects and others by contractors. The AIA billing system was developed by the American Institute of Architects (AIA) in

Aptora Mobile II – Auto Email – Part 2 of 2: Usage

By |2021-08-04T10:57:32-05:00July 27th, 2021|

Introduction 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. Auto Email - Usage Reminders Reminders are sent every day of the week at 12:00 PM (noon) server time (the time zone of

How to Import Customer Equipment

By |2021-09-16T14:35:42-05:00July 8th, 2021|

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

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Invoice/Sale/Credit/Estimate List CDV

By |2021-08-30T09:20:22-05:00February 26th, 2021|

Type: Custom Data View Reports Included: No Description: List of Invoices, Sales, Estimates, and Credits with analysis information attached. This CDV is current limited to transactions for the last three (3) years. Drill Down: Yes, opens transaction (Tran Type)   Columns and data for the Invoice/Sale/Credit/Estimate List Custom Data View are outlined below: Column Name

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Setup and Usage of Customer Locations

By |2021-07-16T16:11:10-05:00October 22nd, 2020|

Introduction Customer locations provide the ability to assign and track work by varies addresses without creating multiple Customer:Job records. This location will be available for selection on work orders only. With the addition of the location tracking, the location will flow into the line items of invoices with the location association for the work order

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Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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