All-In-One Field Service Management Software by Aptora –

Total Office Manager

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Phone Message

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 […]

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Advanced Search

Advanced Record Search The Advanced Search tool is a powerful way to search for a wide variety of information in the program.  It can locate checks, invoices, bills, logs (note entries), and almost anything else.  This tool can search and find records based on an amounts, dates, general, memos, and numbers.  It can also filter

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Who Do I Contact?

We Are Here To Help! Many times, customers rely on one person to help them with all their software questions and needs.  Aptora has many people you may reach out to in order to get assistance.  We want to make sure you are getting to the right person at the right time.  Please don’t let

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Creating a Training Environment

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

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Customer:Job – Title List

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

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AIA Billing – A Complete Overview of What AIA Billing is and How it Works

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

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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.

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