A Customer:Job can be defined as anyone on your receivables list. Your Customer:Jobs are all of your customers and the jobs you do for them. There are three key components to Customer:Jobs. They are creating new customers and maintaining old customers. Old customers include current (active) customers and previous (inactive) customers. This list will likely contain prospects – those who have not yet spent money with you but have had some sort of contact. By consistently maintaining your contact management database, departments within your organization such as sales, marketing, customer service, help desks, etc. are able to collaborate together and coordinate cross-function activities.

Aptora Mobile II – Add Customer:Jobs

By |2021-07-26T09:42:50-05:00August 6th, 2019|

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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Customer:Job Form – Info Tab

By |2021-07-19T16:55:51-05:00March 26th, 2018|

Introduction 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 Definitions Job

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Customer:Job Form – Additional Info Tab

By |2021-07-24T06:27:08-05:00March 26th, 2018|

Introduction The Additional Info tab of the Customer:Job form is used to store a variety of miscellaneous customer information.  This is also where to control pop-up notes for the customer. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New Customer:Job button. Field & Button Definitions Type

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Customer:Job Form – Payment Info Tab

By |2021-07-24T06:36:27-05:00March 26th, 2018|

Introduction 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. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New Customer:Job

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Customer:Job Form – Overview

By |2021-07-24T06:43:10-05:00March 26th, 2018|

Introduction 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 entering data in the program

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Customer:Job Form – Job Info Tab

By |2021-07-23T13:24:24-05:00March 26th, 2018|

Introduction 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 Definitions Job

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Customer:Job Form – Contacts Tab

By |2021-07-24T06:46:15-05:00March 26th, 2018|

Introduction The Contacts Tab is used to record additional contacts for the customer.  These records store electronic contact information only, not postal information.  A virtually 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 Access From

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Customer:Job Form – Address Info Tab

By |2021-07-24T07:00:09-05:00March 26th, 2018|

Introduction The Address Info tab of the Customer:Job form 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 business under,

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Contact Log (Customer) Report

By |2021-07-23T14:36:32-05:00March 23rd, 2018|

Introduction The Contact Log (Customer) report displays log entries in report form from customer contact logs. Form Access From the main menu, click Reports | Contacts & Jobs | Contact Log (Customer), or use the Report Navigator. Contact Log (Customer) File Path Report Options Customer Contact Log Report Options Date Filter

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