Knowledge Base

Frequently Asked Questions

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Comprehensive List of Technical Support FAQs

What is an In-Progress Invoice and What Does the Selection Do?

What are Beginning and Ending Balances?

What records and transactions can I import into Total Office Manager?

Why is the price of a part on a report different than the bill, credit card, or check that purchased it?

What is the Employee Alias field used for? (found on the Employee form)

Work Orders FAQs (for repeating and multi-day)

Accounting and Chart of Accounts FAQs

Banking FAQs

What does this message box mean? Total Office Manager ran out of memory!

Will we get real-time job costing in your software?

Does your software have progressive billing?

We are struggling to keep up with inflation, so we have found we are not charging enough for the parts we sell. Will your software help us solve this problem?

Can techs access photos and documents while on a job site?

Can we collect payments and provide financing in the field?

Will your software help us increase our average ticket size?

Can your software speed up work orders and ordering parts?

Can techs access service and equipment history on the go?

Can techs record warehouse purchases through your software?

Can techs act as a dispatcher in your software?

Is it easy to teach techs how to use your software?

Can our salespeople create install quotes while on site?

We want our salespeople to generate more sales. Does your software help close more business?

Can techs access information and educational material through your software to provide to the customer?

Are Sales Presentation Tools Available

What marketing platforms does your software utilize?

Will your software help us improve our marketing tracking?

Verizon Truck Tracking Question

We have VOIP phones, does your software integrate with them? Will we have to buy new VOIP phones?

We use Profit Rhino; does it integrate with your software?

We are a www.EGIA.org member, will we get a discount?

We sell Trane and/or American Standard equipment. Will we get a discount?

Can we run multiple companies with your software?

Will your software help us get more 5-star reviews?

Can we replenish truck stock or warehouse inventory in your system?

Can we use bar code scanners in your system?

Can We Run Multiple Companies

Good – Better Best Sales Presentations

Flat Rate Pricing Question

Can we do flat rating out of your software?

Can your software help me with project management?

Is your accounting built in? We have only ever used QuickBooks, are there advantages to using your software?

Will my accountant be ok with us using an accounting system that is not QuickBooks?

In our current software system, we had to purchase the higher end more expensive version of QuickBooks to unlock advanced inventory functionality. Will we have to pay a higher price to unlock advanced inventory features in your software as well?

Our data is not synchronizing correctly with QuickBooks, will we have the same issue when using your software program?

Does your software require synchronizing to an accounting system such as QuickBooks or Sage for it to work properly?

If we sign up with you, do we have to pay the monthly fee during implementation and training, or does that occur only after we fully learn and utilize the software to run our business?

How long is your price valid for hosted? Will your prices increase over time? Once we sign up, are we locked in forever if we change our mind?

Does it cost extra if we run multiple companies using your software?