Bookkeeping is the process of identifying, measuring. recording, and classifying data. Within Total Office Manager, this process consists of properly completing all necessary forms to lead to proper financial reporting.

How to Install and Use Contractor Compass Dashboards

By |2021-07-21T13:30:33-05:00April 17th, 2021|

Dashboard Introduction 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, James R. Leichter.

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Administrator Bypass Authorization

By |2021-07-19T14:04:27-05:00November 21st, 2020|

Introduction Beginning in the 20.11.400 version, we have added an enhancement called Administrator Bypass Authorization. This functionality allows a specific user of Total Office Manager to enter their password to bypass the Administrator password entry. With this password entry, someone will now have the option to perform an Admin Override with a special password and

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Aptora Mobile II – Auto Email Setup and Usage

By |2021-07-26T09:40:26-05:00May 19th, 2020|

Introduction How to setup and use the auto email system.     In a customer profile (above image), the "email" highlighted in yellow is the address that will receive the automated email(s).   The customer will never receive any automated emails unless the "auto contact method" highlighted in yellow (above image)  is selected to be

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Email Setup for Total Office Manager (Microsoft 365)

By |2021-07-25T20:44:09-05:00May 19th, 2020|

Introduction Total Office Manager has a built-in email system. To utilize the email system, you must first set it up. Form Access From the main menu, click Edit | Preferences | Company | My Preference Step by Step Enter your Email Username (helpdesk@aptora.com). Enter your email Password (Pa$$w0rd1). Enter the Mail From Name (Aptora Support).

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Company Information

By |2021-07-22T13:35:47-05:00July 26th, 2019|

Introduction The Company Information window stores general data such as business name and contact information, business structure, slogan, various tax numbers, start date, fiscal year information, and more.  It is where to point Total Office Manager to your company logo so it can be used on invoices and elsewhere.  Entering company data in this window

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Work Order History

By |2021-07-16T13:56:53-05:00July 26th, 2019|

Introduction Work Order History displays all sales, timesheets, purchase orders, accounts payable transactions, and journal entries associated with a particular work order. It also include Escrow Movements in the JE tab (if that feature is being used). Form Access From a within a work order, click Menu | Work Order History, or From within the

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Work Order List

By |2021-07-16T13:54:15-05:00July 26th, 2019|

Introduction The Work Order list displays all work orders entered into Total Office Manager. Usage This form makes it easy to quickly locate a work orders for viewing or editing. Use this form to create a new record or select a record to edit , delete , inactivate. You have the ability to filter and

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Work Order Types List

By |2021-07-16T13:55:17-05:00July 26th, 2019|

Introduction Work order types are managed through the Work Order Type List.  Work order types are a way of categorizing work orders to help sort, organize, and manage them.  Work order types are also used for skill checking when assigning work orders to technicians, ensuring that work orders are assigned to technicians qualified for the

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Work Orders

By |2021-07-16T13:55:47-05:00July 26th, 2019|

Introduction Work orders are essentially orders from customers which authorizing work be performed. This work may include service calls, maintenance, and installation.  Work orders are not the same as jobs.  Work orders are more short-term in nature and are the equivalent of writing a note to a co-worker instructing him/her on their next task.  Jobs

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Entering Bills

By |2021-07-26T11:16:21-05:00July 26th, 2019|

Introduction This topic will cover entering, editing, and deleting bills. Form Access From the main menu, click Vendor | Enter Bill for Received Items Usage The Enter Bill form is used record a bill from a vendor into Accounts Payable. Total Office Manager can keep track of how much money you owe. This allows you

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