Extension is defined as the combination of product offerings within the software platform considered to be “add ons” to core/base business functionality to enhance the depth of Total Office Manager.

AIA Billing Overview

By |2021-07-30T11:16:12-05:00July 30th, 2021|

What is AIA Billing? AIA billing is a standardized method of construction billing using a percentage of completed contract method (IE: Progress Billing). The purpose of AIA billing was to standardize the job related paperwork sent to architects and others by contractors. The AIA billing system was developed by the American Institute of Architects (AIA) in

How to Install and Use Contractor Compass Dashboards

By |2021-07-28T16:25:50-05:00April 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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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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Inventory Cost Review CDV

By |2021-07-23T14:05:25-05:00February 25th, 2021|

Type: 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 Tran Date Invoice/Sale/Credit/

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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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Aptora Mobile II – Auto Email – Part 1 of 2: Setup

By |2021-07-27T14:53:44-05:00May 19th, 2020|

Introduction Aptora Mobile II includes an automated email system for reminders, confirmations, and thank you messages to communicate directly with customers. This topic covers how to setup and use the auto email setup. Note that this feature is different from Aptora's Automated Text Feature that is also offered. Total Office Manager Setup Total Office Manager

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Aptora Mobile II – Automated Text Message – Outbound SMS – Reminder

By |2021-07-27T14:54:07-05:00March 25th, 2020|

Introduction The Automated Text Message Outbound SMS Reminder in Aptora Mobile II is one of four templates within the Automated Texting feature. Its purpose is to send an reminder text message to customers one day prior to their scheduled work order. With it, a text message is sent when the status of work order changes.

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Aptora Mobile II – Automated Text Message Setup

By |2021-07-23T11:03:11-05:00November 12th, 2019|

What Are Automated Text Messages? Aptora Mobile II includes an automated texting system for reminders, confirmations, and thank you messages to communicate directly with customers. This feature will replace auto email on the Customer:Job. The system uses whichever is selected on the Automated Contact Method (can be set to Text, Email, or Do Not Contact).

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