ZigaForm version 5.3.5

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.

Sales Opportunity Manager (SOM)

By |2021-09-15T16:31:02-05:00September 15th, 2021|

Introduction The Sales Opportunity Manager (SOM) is an integrated part of Total Office Manager and its overall Customer Relationship Management (CRM) system. SOM allows you to enter and track Sales leads. You can set up product lists, Sales closure probability lists, qualifications lists, and Sales process stages. Form Access From the main menu, click Customers

Gateway Settings for Bambora (Canada Only)

By |2021-09-11T14:01:25-05:00September 11th, 2021|

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

Comments Off on Gateway Settings for Bambora (Canada Only)

Electronic Transactions – Checks (ACH)

By |2021-08-25T08:44:46-05:00August 11th, 2021|

Introduction Electronic Transactions - Checks (ACH) in Total Office Manager allows you to accept Checks as payment and get those payments authorized using an internet connection. Setting up or changing processors may be required before Total Office Manager can accept Electronic Checks. The topic assumes that the Electronic Transactions - Gateway Setup has been completed.

Comments Off on Electronic Transactions – Checks (ACH)

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

Comments Off on A/R Aging Not Matching Balance Sheet

Email Addresses for Sending Text Messages

By |2021-08-20T14:39:29-05:00August 11th, 2021|

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.

Comments Off on Email Addresses for Sending Text Messages

Caller ID – Troubleshooting

By |2021-08-25T08:43:59-05:00August 10th, 2021|

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

Comments Off on Caller ID – Troubleshooting

W-2 Processing

By |2021-09-07T11:56:06-05:00August 10th, 2021|

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

Comments Off on W-2 Processing

Phone Message

By |2021-09-09T10:08:50-05:00August 10th, 2021|

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

Comments Off on Phone Message

Electronic Transactions – Gateway Setup

By |2021-09-11T14:02:45-05:00August 10th, 2021|

Introduction This help topic explains how Electronic Transactions - Gateway Setup is completed on Total Office Manager.  This feature allows you to accept Checks and Credit Cards as customer payment and get those payments authorized using an internet connection.  Setting up or changing processors may be required before Total Office Manager can accept payment. Requirements

Comments Off on Electronic Transactions – Gateway Setup

Time Tracker Plus – Part 2 of 2: Usage

By |2021-09-09T10:19:43-05:00August 9th, 2021|

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

Comments Off on Time Tracker Plus – Part 2 of 2: Usage

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

Newsletter

Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Go to Top