Best ERP Software for HVAC, Plumbing, Field Service Businesses
Activate the New System Click Edit > Preferences > Customer Payment > Company Preferences. Check the “Use Gateway Payment Profiles” checkbox. Do not click the Batch Convert button at this point. This will be covered later. Create a Bambora Merchant Account Bambora If needed, create a new account by logging into https://bambora.com You will need the following information […]
Gateway Settings for Bambora (Canada Only) Read More »
Introduction In Total Office Manager, you can send text message alerts to mobile devices by email using email-to-SMS addresses. An email-to-SMS address typically consists of a 10-digit mobile phone number and the mobile carrier’s domain name, in the following format: 1234567890@carrierdomainname.com. When you send an “email” to these addresses, they arrive as plain text messages.
Email Addresses for Sending Text Messages Read More »
Introduction This help topic covers trouble-shooting your Caller Identifier hardware. This is an optional device that connects to your telephone system. This hardware works in conjunction with our Caller ID Server. Please note, at this time, the Caller ID functionality exists for our on premise customers only. Warning This is an advanced topic designed for
Caller ID – Troubleshooting Read More »
Introduction Each year the Federal government requires that the employer send a W-2 Form to each employee that received wages for the previous year. Total Office Manager allows you generate W-2 Forms quickly and easily. It also gives you the ability to add any special items that Total Office Manager does not automatically include. Who
Introduction Did you know you can send an electronic phone message in Total Office Manager and Aptora Mobile II? This feature allows you to take phone messages for your co-workers, right on your computer. You don’t even have to get up and deliver the message to them. Total Office Manager does it for you. Use
Introduction Time Tracker Plus – Part 2 of 2: Usage is a continuation of Time Tracker Plus – Part 1 of 2: Setup. Please refer to this prior to reading. Usage of Time Tracker Plus A detailed step-by-step overview of how to use the app is below. User Log In Screen When the Time Tracker
Time Tracker Plus – Part 2 of 2: Usage Read More »
Introduction This topic will cover opening and running more than one instance of Total Office Manager at the same time. Usage When setup, each time the Total Office Manager desktop icon is double-clicked, a new instance of Total Office Manager will open. Setup Simply add what we call an argument to the Total Office Manager
Running Multiple Instances of Total Office Manager Read More »
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 »
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 »
Introduction Schedule Board Mapping is an optional component to the Schedule Board. This system does require an active service agreement and internet connection in order to register and use daily. This system contains two sections; a graphical schedule board and a GPS employee tracking map. These two sections work together for efficient scheduling and dispatching.
Schedule Board Mapping Setup and Use Read More »
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