Best ERP Software for HVAC, Plumbing, Field Service Businesses
Using the Customer:Job Tax Info Tab The Customer:Job Form – Tax Info Tab is used to store a variety of tax information regarding the customer. Accessing the Tax Info Tab 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 – […]
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Introduction The Aptora Mobile II – Add Customer:Jobs has been designed to include corresponding tabs displayed on the “Customer” form in Total Office Manager. These data view options are displayed across the “Customer:Add” field on the “Customer” form. When completing information for the first time, click the “Add” button in the upper right corner to
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Introduction The Job Types List form is hierarchal in nature and allows users of Total Office Manager to create their own structure to match their particular industry. Enter a word or phrase you want to use to categorize the job you are performing for the customer in this list. Form Access From the main menu,
Using the Customer:Job List The Customer:Job List is used to manage all customers and jobs. It is the central information center for customers within Total Office Manager. Within the Customer:Job List, users have the ability to sort by active and inactive individuals and create filters or Smart lists to customize the window. Accessing the Customer:Job
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Job Information Tab The Job Info tab of the Customer:Job form is used when a particular job has enough significance to merit it’s own record above and beyond a basic work order. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New Customer:Job button. Field and Button
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Using the Customer:Job Additional Info Tab The Customer:Job Form – Additional Info Tab is used to store a variety of miscellaneous customer information on the overall Customer:job record. This is also where the control of pop-up notes for the customer is located. How to Get to the Additional Info Tab From the main menu, click
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Managing Payment Information for Customers or Jobs The Payment Info tab of the Customer:Job form is used to specify default customer payment information. This is where to control pop-up notes for the customer, and where to place delinquent customers on credit hold. Accessing the Payment Info Tab From the main menu, click Customers | New Customer:Job,
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Understanding and Using Customers and Jobs The Customer:Job form is used to setup new customers or to create new jobs for existing customers. It holds the contact and general information for those specific customers or particular jobs. To get the most out of Total Office Manager, it is strongly recommended to use Title Case when
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Introduction The Customer:Job Form – Contacts Tab is used to record additional contacts for the customer. These records store electronic contact information only, not postal information. An unlimited number of additional contact records can be stored in the Contacts tab. The Caller ID feature scans these entries just as other contacts in the program. Form
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Customer Address Information Tab The Customer:Job Form – Address Info Tab is where basic contact information for a customer is recorded. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New Customer:Job button. Field and Button Definitions Company Name – Enter the company name the customer does
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