Introduction Does your company conduct regular training for processes and workflows in your Total Office Manager company file? If not, this is a good process to begin today. As technology and software advances continue to drive the workplace, it is important you participate in regular training and exploration of your current business solution platforms. Perhaps […]
Creating a Training Environment Read More »
Introduction Customer:Jobs – Title List is where titles specific to individuals listed under that particular category. To think of it one way, these “Titles” refer to their position at an organization. A title would be something like ‘Homeowner’ or ‘Site Manager’ depending upon the job role of that individual. The use of Titles is not
Customer:Job – Title List Read More »
What is AIA Billing and AIA Payment Applications? In this knowledgebase article, we will explain the details of AIA billing, AIA Payment Applications, and AIA Forms G702 and AIA Form G703. This article is a supplement to our help pages related to purchasing and activating the AIA Billing feature as well as using the AIA
AIA Billing – A Complete Overview of What AIA Billing is and How it Works Read More »
Contractor Compass 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.
How to Install and Use Contractor Compass Dashboards Read More »
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
Administrator Bypass Authorization Read More »
Introduction Point of Sales (POS) is a Premium feature within Total Office Manager. To purchase this feature along with Hardware needed, please contact your Sales Representative. POS will give you the ability to do “Retail” Sales with credit card processing to be used with a card present gateway, card swipe, and cash drawer. A card
Point of Sale (POS) – Setup Read More »
Introduction Point of Sale is a Premium Feature in Total Office Manager. For information about purchase and hardware, please contact your sales representative. Before proceeding with the use of the POS feature please be sure you have read the help topic on Point of Sale-Setup and Receive Payments. The Point of Sale functions works on
Point of Sale (POS) – Usage Read More »
Introduction Zone Pricing allows for up to twenty (20) zone price level pricing for items that may be applied during invoicing. This pricing will work similar to the Markup feature. When a zone is assigned on an invoice/sale/estimate/credit, the item retail price will be populated to the selected item zone pricing. This feature would overrule
Zone Pricing – Setup & Usage Read More »
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
Work Order Costing CDV Read More »
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,
Preparing Total Office Manager for Contractor Compass™ Read More »
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