Best ERP Software for HVAC, Plumbing, Field Service Businesses
Top Reasons Your AR Aging Report Does Not Match Your Balance Sheet There are several reasons the AR Aging report is not matching the Balance Sheet. Generally, it is a date timing issue. The Balance Sheet strictly looks at the transaction date while the AR Aging reports look at the transaction debit date, the transaction […]
Using the Invoice/Sale/Credit/Estimate List Report CDV 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 […]
Introduction to the Employee Efficiency CDV Employee Efficiency CDV (Custom Data View) is a report that lists invoices, sales, and credits with the assigned work orders and labor hours associated. This CDV also contains columns to show efficiency of the time estimated from the work orders to the hours the technician worked to the time […]
Inventory Cost Review – Custom Data View Reports Included: Yes Description: List of invoices, sales, credits, and inventory/serialized adjustments with items containing costs that vary from the daily average cost. Drill Down: Yes, opens transaction type Columns and data for the Inventory Cost Review Custom Data View are outlined below: Column Name Form Field Notes […]
Purchase Order Reimbursables Custom Data View (CDV) Type: Custom Data View Reports Included: No Description: List of purchase order items with a customer selected on the line entries and associated purchasing and invoicing transactions. This CDV is good for making sure the items you have purchased for a specific job have been received and subsequently […]
How to Open the Customer Equipment Custom Data View (CDV) Report Type: Custom Data View Reports Included: No Description: List of customer equipment with details for the last work order completed, number of pending work orders, and customer demographics. Accessing the CDV: From the Main Menu, click Reports | Customer Data Views Drill Down: Yes, opens […]
Type: Custom Data View Reports Included: Yes Description: List of Work Orders and the Invoices, Sales, Estimates, and Credits they are assigned to with costing and sales totals analysis. Drill Down: Yes, opens the work order Columns and data for the Work Order Costing Custom Data View are outlined below: Column Name Form Field Notes Technician […]
Contractor Compass™ – Super Dashboard Contractor Compass is a set of dashboards designed to offer business owners unparalleled insight into their business. These super dashboards are powered by EGIA Contractor University. By that, we mean they closely follow the recommendations and best practices taught by the teaching faculty at EGIA. That faculty includes Aptora’s president, […]
Introduction to Inventory Costing Inventory accounting may sound like a huge undertaking but in reality, it is quite straightforward and easy to understand. You start with the inventory you have on hand. No matter when you sell a product, the value of your inventory will remain constant based on accepted and rational methods of inventory […]
How to Setup and use the Job Costing Overview Report The Job Costing Overview Report was created for a quick review of your cost on a particular job. This single page report will show you everything you need to know from open purchase orders, unbilled reimbursables, a breakout of the type of COGS and expenses […]
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