Extension Archives

How to Install and Use Contractor Compass Dashboards

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 »

Employee Efficiency CDV

Arika /

Introduction to the Employee Efficiency CDV 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

Employee Efficiency CDV Read More »

Time Tracker Plus – Part 1 of 2: Setup

SusanLeichter /

Introduction Time Tracker Plus™ is an app that adds timesheet entries to Total Office Manager. Its main purpose is to replace the physical time clock that you would find in a traditional office setting. The app is installed on a mobile device and that device is used as a fixed position. Or it could be

Time Tracker Plus – Part 1 of 2: Setup Read More »

Point of Sale (POS) – Setup

SusanLeichter /

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 »

Point of Sale (POS) – Usage

SusanLeichter /

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 »

Zone Pricing – Setup & Usage

Arika /

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 »

Work Order Costing CDV

Arika /

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 »

Automated Email – Setup

SusanLeichter /

How to Setup Automated Email 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. Please note that

Automated Email – Setup Read More »

Preparing Total Office Manager for Contractor Compass™

SusanLeichter /

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 »

Update Retail Price Utility

SusanLeichter /

Introduction The Update Retail Price Utility is used to change the retail price of serialized items and inventory items. As these types of items are purchased, the average direct cost is automatically updated. However, the retail price, which is usually calculated in some way based on average direct cost, may remain unchanged. This utility updates

Update Retail Price Utility Read More »

Tony Blanca a year ago

I have been with Aptora since 2012 and I truly believe they want to make sure you are successful. Their software is truly an all...Read More »

Jeff Johnson 3 months ago

I called Aptora for support because our mobile server was not communicating with our techs. Jace was quick to remotely log into our server...Read More »

Don Thomson 9 months ago

I recently had the opportunity to work with one of the support agents at Aptora on two separate occasions. Jace Morrison was one of...Read More »

Extension

How to Install and Use Contractor Compass Dashboards

Employee Efficiency CDV

Time Tracker Plus – Part 1 of 2: Setup

Point of Sale (POS) – Setup

Point of Sale (POS) – Usage

Zone Pricing – Setup & Usage

Work Order Costing CDV

Automated Email – Setup

Preparing Total Office Manager for Contractor Compass™

Update Retail Price Utility

Industries

SOLUTIONS

COMPANY

SUPPORT

Request a Personalized Demo

Demo Form 121422