ZigaForm version 5.3.5

The Menu bar is a navigation pane to access the five main categories of Total Office Manager. The Reports menu includes relevant information to your organization. Examples of subtopics include: Report Navigator, Executive Summary, Bookkeeper’s Summary, Accounting, Financials, Company, Contacts & Jobs, Payroll, Scheduling, Sales, Sales Tax, Labels, Sales Opportunities, and Custom Data Views.

A/R Aging Not Matching Balance Sheet

By |2021-08-19T08:40:11-05:00August 11th, 2021|

Introduction There are several reasons the A/R Aging not matching the Balance Sheet may occur. Generally, it is a date timing issue. The Balance Sheet strictly looks at the transaction date while the A/R Aging reports look at the transaction debit date, the transaction credit date, and the date the credit was applied to the

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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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Employee Efficiency CDV

By |2021-07-29T14:22:14-05:00February 25th, 2021|

Introduction 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 billed on invoices. The report

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PO Reimbursables CDV

By |2021-07-26T15:01:46-05:00February 23rd, 2021|

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 invoiced.  The use of the reimbursables feature

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Customer Equipment CDV

By |2021-07-23T14:07:43-05:00February 22nd, 2021|

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. Drill Down: Yes, opens the equipment record. Columns and data for the Customer Equipment Custom Data View are outlined below: Column Name Form Field Notes Customer:Job Name Customer:Job

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Work Order Costing

By |2021-09-07T11:38:56-05:00July 21st, 2020|

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

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Preparing Total Office Manager for Contractor Compass™

By |2021-08-27T15:16:44-05:00May 6th, 2020|

Contractor Compass™ - an EGIA Powered 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

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Inventory Valuation Methods

By |2021-08-28T11:14:25-05:00July 26th, 2019|

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

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Asset Manager

By |2021-07-19T13:32:59-05:00July 17th, 2019|

Introduction The Asset Manager List is used to manage the various assets owned by the company.  Often, assets can represent a significant portion of a company's net worth.  Use the Asset Manager to record these assets, assign an asset to an employee, transfer an asset from one employee to another, and more. Form Access From

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Job Costing Overview Report

By |2021-07-27T16:27:54-05:00May 2nd, 2018|

Introduction 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 you have spent on the job, pending estimates, the

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HVAC Electrical Plumbing Software

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