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  • (913) 276-2177
  • Solutions
    • Total Office Manager®
    • Inventory Management Software
    • Field Service Software
    • Custom Reporting
    • Flat Rate Pricing Software
    • Data Migration Services
    • Total Office Manager® Reviews
    • Integrations
    • Cloud vs On-Premise vs Hybrid
    • Onboarding
    • Aptora University
  • Industries
    • HVAC
    • Petroleum Equipment Services
    • Plumbing
    • Electrical Services
    • Construction
    • Roofing
    • Locksmith
    • Landscaping
    • Alarm & Security
    • View All Industries
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    • Our Story
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    • Help Center
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Menu
  • Solutions
    • Total Office Manager®
    • Inventory Management Software
    • Field Service Software
    • Custom Reporting
    • Flat Rate Pricing Software
    • Data Migration Services
    • Total Office Manager® Reviews
    • Integrations
    • Cloud vs On-Premise vs Hybrid
    • Onboarding
    • Aptora University
  • Industries
    • HVAC
    • Petroleum Equipment Services
    • Plumbing
    • Electrical Services
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Mobile Device Tracking Setup and Use

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  • Employees & Payroll – This section contains topics relating to employees, timesheets, HR related tasks and payroll processing.
    • Certified Payroll
    • Certified Payroll Register Report
    • Contact Log (Employee) Report
    • Direct Deposit – ACH File List
    • Direct Deposit Company Setup
    • Direct Deposit Company Setup List
    • Employee Efficiency – Assign Hours
    • Employee List
    • Employee Type
    • Employees
    • Form 940 (Annual FUTA Tax Return)
    • General Overview of Setting Up Payroll
    • History Form (customer:job, vendor, and employee)
    • Importing – Timesheets
    • IRS Form 1099 and 1096
    • Mailing Labels: Employees
    • New Employee Setup
    • Pay Payroll Liabilities
    • Paycheck List
    • Payroll – Employee Time Off Adjustments
    • Payroll – Filling Out Form 941 (step by step)
    • Payroll – Find Tax Form
    • Payroll – Form 941 (Quarterly Federal Tax Return)
    • Payroll – Pay Group List
    • Payroll – Pay Period
    • Payroll – Paycheck Details Form
    • Payroll – Payroll Templates
    • Payroll – Process Pay Group
    • Payroll – Process Paychecks
    • Payroll – Taxes Tab
    • Payroll – Time Off Tab
    • Payroll Item Detailed History Report
    • Payroll Liability Adjustment
    • Payroll Liability Balances
    • Payroll Liability Refund Deposit
    • Payroll Paystub (from Paycheck)
    • Payroll Summary
    • Payroll Taxes by Employee (converting your existing setup)
    • Process Direct Deposit
    • Setting up a Payroll System from Scratch
    • Unemployment Tax Rates
    • W-3 Form Completion
    • Workers’ Compensation
  • Customer Equipment & Service Agreements – This section covers topics related to customer equipment, service agreements, renewals, etc.
    • Batch Renewal of Service Agreements
    • Customer Equipment
    • Customer Equipment List
    • Estimates (Sales Proposals)
    • Equipment Type List
    • Managing & Renewing Service Agreements
    • Service Agreement List
    • Service Agreements
    • Service Agreements – Escrow Accounting
    • Service Agreements List
  • Importing & Exporting – This section covers topics related to importing and exporting. Data migration topics would also be in this section.
    • Importing – Microsoft Excel® File
    • Importing – Timesheets
    • Importing Data Into Total Office Manager
    • Importing Flat Rate Plus for Aptora Hosted Solutions
    • Importing Flat Rate Plus™ Data into Total Office Manager
  • Software Setup & Installation – This section contains topics related to setup, installation troubleshooting, hosted configurations, updates, etc.
    • Check Web For Update
    • Database Checkup Utility
    • How to Install and Use Contractor Compass Dashboards
    • Installation – Networking
    • Installation Error Codes
    • Installation Troubleshooting
    • Mapping Drives for Network Shares in Aptora Hosted
    • New Company Wizard
    • Preparing Total Office Manager for Contractor Compass™
  • Sales Tax – This section covers topics related to sales tax setup, usage, and troubleshooting.
    • Pay Sales Tax Liability
    • Sales Tax Code
    • Sales Tax Code List
    • Sales Tax Item Groups
    • Sales Tax Item List
    • Sales Tax Items
    • Sales Tax Liability Adjustment
    • Preferences – Sales Tax
    • Reports – This section contains help topics for all reports.
      • Sales Tax Detail Report
      • Sales Tax Liability
      • Sales Tax Setup
      • Sales Tax Summary
  • Company, Tools, & Utilities – This section contains topics related to company features like assets, database checkups, maintenance, reminders, etc.
    • Appointment List
    • Approval Sheet
    • Asset Labels Report
    • Asset Manager
    • Assets List Report
    • Audit Trail
    • Bulk Inactivation Utility
    • Standard Calculator
    • Company Information
    • Contact Log (Asset) Report
    • Contact Log (Company) Report
    • Divisions and Departments
    • Custom Data Views (CDV)
    • Custom Footers List
    • Document Manager
    • Email Setup for Total Office Manager
    • Fix Address Fields Utility
    • Fixed Assets
    • Keyboard Shortcuts
    • List Management – Filter Center
    • List Management – Quick Filter
    • List Management – Smart Lists
    • Locate/Merge Duplicate Customer:Jobs Utility
    • Loan Amortization Calculator
    • Mark Items to be Sold Utility
    • Marketing List Generator (MLG)
    • Marketing Type
    • Missing Department Entries
    • Phone Message List
    • Caller ID – Phone Monitor
    • Print – Options
    • Print Preview Tools
    • Printing Sales Forms
    • Printing Your Reports
    • Reminder Items List
    • Reminder List
    • Remove Telephone Formatting Utility
    • Repeat Appointments
    • Solving Printing Troubles
    • Update Sales Departments Utility
    • Utilities – Overview
    • Workflow Navigator
    • Work/Ship Method
    • Zip Code Lookup
  • Invoice Items & Inventory Management – This sections contains help topics on items, purchase orders, inventory adjustments, price levels, item aliases, barcoding, reordering, warehouses, etc.
    • Adding Invoice Items – Discount
    • Adding Invoice Items – Group
    • Adding Invoice Items – Inventory Part
    • Adding Invoice Items – Non-Inventory Part
    • Adding Invoice Items – Other Charge
    • Adding Invoice Items – Payment
    • Adding Invoice Items – Serialized
    • Adding Invoice Items – Service
    • Adding Invoice Items – Service Agreement
    • Adding Invoice Items – Subtotal
    • Deleting Inventory Items
    • Inventory Adjustment and Review
    • Inventory Assembly Items
    • Inventory by Warehouse
    • Inventory By Warehouse Bins CDV
    • Inventory Valuation Methods
    • Inventory History
    • Inventory Item Adjustment (Non-Serialized)
    • Inventory Item Adjustment (Serialized)
    • Inventory Items List
    • Inventory Markup Table List
    • Inventory Profitability Report
    • Inventory Re-Ordering
    • Inventory Replenishment (reorder)
    • Inventory Sales Activity
    • Inventory Transfer
    • Inventory Valuation
    • Invoice Item List
    • Invoice Items – Changing Chart Of Account Selections
    • Invoice Items – Overview
    • Using Invoice Item Aliases (alternative part numbers)
    • Item Category List
    • Item Groups Report
    • Item History
    • Item Labels
    • Item Lookup
    • Item Receipt List
    • Item Reservations
    • Item Update Historical Transations
    • Items – Qty Checking
    • Labor Minutes
    • Pricing Method Types Explained
    • Markup vs Gross Profit Margin Table
    • Markups List
    • Physical Inventory Add Sheet
    • Physical Inventory Work Sheet
    • Price Level
    • Price Level List
    • Printing and Using Bar Codes
    • Resetting Inventory Counts
    • Serial Numbers List
    • Zone Pricing – Setup & Usage
    • Unit of Measure (UOM)
    • Update Retail Price Utility
    • Warehouse List
    • Reports – This section contains help topics for all reports.
      • Inventory Cost Review CDV
      • Inventory Cost Review CDV – Draft
  • Security, Users, & Preferences – This section contains topics related to users, preferences, security settings, audit trail, etc.
    • Administrator Bypass Authorization
    • Advanced Security Report
    • Granting Permission to Users
    • Preferences – Appearance
    • Preferences – Appointments
    • Preferences – Auto-Recall
    • Preferences – Caller ID
    • Preferences – Chart of Accounts
    • Preferences – Checking
    • Preferences – Company
    • Preferences – Customer:Jobs
    • Preferences – Cutoff Date
    • Preferences – Deposits
    • Preferences – Deposits
    • Preferences – Items
    • Preferences – Login
    • Preferences – Overview
    • Preferences – Pay Bills
    • Preferences – Payroll
    • Preferences – Purchase Orders
    • Preferences – Quick Filter
    • Preferences – Refresh
    • Preferences – Reports
    • Preferences – Sales Tax
    • Preferences – Sales/Invoices/Estimates
    • Preferences – Security
    • Preferences – Service Agreements
    • Preferences – Vendors
    • Preferences – Web Updates
    • Preferences – Work Orders
    • Preferences – Zip Codes
    • List Speed Optimization
    • Total Office Manager User List
    • Reports – This section contains help topics for all reports.
  • Vendors & Accounts Payable – This section contains topics related to vendors, bills, item receipts, etc.
    • Adjust Bill Discounts and Credits
    • Bill History Form
    • Bill List
    • Contact Log (Vendor) Report
    • Direct Deposit Setup – Vendor
    • Enter Bill for Received Items
    • Entering Bills
    • Entering Credit Card Charges
    • Entering Credit Card Credits
    • Entering Credits – Vendor Credit List
    • History Form (customer:job, vendor, and employee)
    • Mailing Labels: Vendors
    • Pay Bills
    • Pay Credit Card
    • Pay Credit Card (Partial Payment)
    • Receive Payments List
    • Payment Terms List
    • Purchase Order (PO) – History
    • Preferences – Vendors
    • Printing Batch Vendor Checks
    • Purchase Order Tab Separated File Format
    • Purchase Orders
    • Purchase Orders – New PO
    • Purchase Orders – PO List
    • Receive Items (Without a Bill)
    • Receive Items and Enter Bill Form
    • Terms – Payment
    • Vendor Contact List Report
    • Vendor Form – Address Info Tab
    • Vendor Form – Contacts Tab
    • Vendor Form – Overview
    • Vendor Form – Additional Info Tab
    • Vendor List
    • Vendor Types List
    • Warranty Work and Reimbursement Management
    • Write Checks
    • Reports – This section contains help topics for all reports.
      • A/P Aging Detail Report
      • A/P Aging Summary Report
      • Bills List Report
      • PO Reimbursables CDV
  • Accounting & Banking – This section contains topics related to journal entries, deposits, checks, credit cards, account registers, reconciliations, etc.
    • Account Register
    • Account Summary by Type
    • Adjusting Journal Entries
    • Budget Adjustment Calculator
    • Chart of Accounts – Overview
    • Chart of Accounts List
    • Check List
    • Creating, Editing, and Importing Budgets
    • Creating and Using a Warranty Reserve
    • Electronic Transactions – Credit Card Troubleshooting
    • Electronic Transactions – Credit Cards
    • EnerBank USA Financing Setup and Usage
    • Finance Charges Settings
    • General Journal
    • Gross Profit Per Person Day KPI
    • Make Deposit
    • Manual Deposits List
    • Positive Pay
    • Preferences – Chart of Accounts
    • Preferences – Deposits
    • Reconcile Bank Accounts (Part 1)
    • Reconcile Bank Accounts (Part 2)
    • Trial Balances
  • Scheduling & Dispatching – This section contains topics related to the schedule board, appointments, work orders, dispatching, etc.
    • Appointment List
    • Custom Work Order
    • Custom Work Order Reports
    • Duplicate Work Order
    • How to setup GPS Tracking
    • How to Use the Scheduling Wizard
    • Job Status
    • Preferences – Appointments
    • Repeat Appointments
    • Repeating and Multi-Day Work Orders
    • Schedule Board Basics
    • Schedule Board Options
    • Schedule New Appointments
    • Schedule Profile List
    • Work Order Costing
    • Work Order History
    • Work Order List
    • Work Order Form – Overview
    • Work Order Types List
    • Reports – This section contains help topics for all reports.
      • Missing Reimb Work Orders CDV
      • Missing Work Orders Invoiced CDV
      • Work Orders List Report
      • Report – Appointment List
  • Customers & Accounts Receivable – This section contains topics related to customers, sales, invoices, payments, finance charges, statements, etc.
    • Payment Method List
    • Assessing Finance Charges
    • Building Custom Reports and Custom Styles
    • Managing Change Orders to Jobs
    • Contact Log (Customer) Report
    • Creating and Printing Client Statements
    • Progressive Billing – Create an Invoice From Estimate
    • Custom Invoice/Sale/Credit/Estimate
    • Customer/Vendor Message List
    • Customer Type List
    • Customer:Job List
    • Customer:Job Form – Additional Info Tab
    • Customer:Job Form – Address Info Tab
    • Customer:Job Form – Contacts Tab
    • Customer:Job Form – Info Tab
    • Customer:Job Form – Job Info Tab
    • Customer:Job Form – Overview
    • Customer:Job Form – Payment Info Tab
    • Customer:Job Sub Account (Child Account)
    • Electronic Transactions List
    • History Form (customer:job, vendor, and employee)
    • How to Activate AIA Billing
    • Point of Sale (POS) – Setup
    • Point of Sale (POS) – Usage
    • Invoice/Sale/Credit/Estimate List
    • Invoices/Sales/Credits/Estimates List
    • Locate/Merge Duplicate Customer:Jobs Utility
    • Mailing Labels: Customers:Jobs
    • Printing Batch Credit Memos
    • Printing Batch Invoices
    • Printing Sales Forms
    • Printing Batch Sales (Cash) Receipts
    • Receive Payments
    • Reimbursables Report
    • Reimbursables List
    • Sales Forms – Overview
    • Terms – Payment
    • Setup and Usage of Customer Locations
    • User Defined Fields (UDF)
    • Reports – This section contains help topics for all reports.
      • A/R Aging Summary Report
      • A/R Aging Detail Report
      • Invoice Analysis Report
      • Invoice/Sale/Credit/Estimate List CDV
      • Job Costing Overview Report
      • Job Costing Report
      • Job Costing Summary Report
      • Missing Invoices on Work Orders Report
      • Open Invoices Report
      • Sales By Customer Report
      • Sales By Customer Type Report
      • Sales By Department Report
      • Sales by Foreman Report
      • Sales By Item Category
      • Sales by Item Detail Report
      • Sales By Marketing Source
      • Sales By Region Report
      • Sales By Salesperson
      • Sales by Technician
  • Employee Efficiency CDV
  • Employee Schedule Report
  • Employee Time Sheet Report
  • Time Off History
  • Customer Equipment CDV
  • Contacts by Marketing Source Report
  • Marketing Source Summary
  • Report – Appointment List
  • Account Register Report
  • Balance Sheet – Dollar Comparison Report
  • Balance Sheet – Percent Comparison Report
  • Balance Sheet Report
  • Bank Reconciliation Report
  • Financials – Budget Report
  • Credit Card Charges/Credits Report
  • General Journal Report
  • Income Statement – Condensed
  • Income Statement by Department Wide Report
  • Journal Entries Report
  • List Of Checks Report
  • Payments By Payment Method Report
  • Ratio Analysis
  • Reports – Executive Summary
  • Statement of Cash Flows
  • Transaction Details by Account Report
  • Trial Balance Report

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