Manage Sales Opportunities and Sales Leads 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 …
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 …
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 From the toolbar, click the New Customer:Job button. Customer:Job Form – Tax Info Tab – Field & Button Definitions Sales Tax Information – …
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. …
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 …
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 …
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 …
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 …
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 …
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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