Best ERP Software for HVAC, Plumbing, Field Service Businesses
Marketing and Sales Lead Management
Total Office Manager’s built-in Contractor Sales and Marketing capabilities empower business owners with marketing and sales performance insights on whom to market to, what works, and what doesn’t. This powerful software is designed to help contractors and field services businesses to plan, budget, and track marketing efforts in order to maximize ROI and sales.
Campaign-Level Marketing Tracking
Track all sales and expenses by marketing campaign. Compare and analyze marketing campaigns to continue what works and stop what doesn’t, maximizing your marketing budget.
Marketing Management
This system works hand-in-hand with the Sales Lead Management system to align marketing efforts to sales territories and specific individuals in order to improve accountability.
Marketing List Generator
Perform very sophisticated queries on your contact database to reveal precise marketing and sales leads. You can perform multi-level searches based on prospect type, department, sales person assigned, geography, purchase history (comprehensive), spending, service agreement activity, credit, and much more. Save queries for later use. Easily export the query to Mail Chimp or your favorite email marketing system. You may also use the list to perform mail merges straight into MS Word or MS Outlook.
Enter Marketing Campaigns
Enter complete descriptions regarding all marketing efforts. Assign phone numbers to your marketing methods. Monitor all advertising and marketing data points in one place. No longer hunt around, piecing together different bits of information.
Sales Letter Generator
Design sales and marketing letters, perform mail merges that go way beyond simple contact information, and print or email.
Manage All Sales Leads
Open the Sales Lead Manager, sort, and view every sales opportunity in the sales funnel.
Accessing Finance Charges
It’s easy to create a list of people to assess finance charges to. There are many different options on calculation methods.
VIP Exclusions
You can easily exclude VIPs such as friends and family from receiving a statement, past due notice, or being accessed finance charges.
A/R Reports
Total Office Manager’s vast array of reports allows you to see extensive details regarding who owes you and when the money is due.
Multiple Payment Methods
You can add a primary and secondary default payment method. Strong encryption is used to protect credit cards, and security codes are not stored. Batch credit card and ACH processing is available.
Report Designer
Estimates, invoices, sales, and statements can be created using any of our dozen or more templates. You can also modify a template or create a report from scratch using our powerful, yet easy to use, report designer.
Highly Detailed History
Total Office Manager has the ability to show you a single vendor’s history in one easy-to-use location. View your pending purchases, previous purchases, bills paid, bills due, checks written, and items received. You can right click on an item to view a complete history of that item, including a list of every purchase and every sale.
Detailed Reports
We include lots of reports so that you can see exactly what’s going on with each item. Most reports can be customized or tailored to one degree or another. There are dozens of ways to search for items and item activity.
Point of Sale (POS)
By combining all of the power of Total Office Manager with a cash register, POS Light will allow contractors and service companies to better manage their over-the-counter sales in a retail store environment. Users will be able to use an inexpensive computer or even repurpose one of their older computers. POS Light includes a USB cash drawer, USB credit card swipe, bar code scanner, cables, power adapter, and a special software update.
MARKETING AND SALES LEAD KEY FEATURES
- Friendly, Easy To Use Interface
- Generous Field Lengths and Room for Notes
- AIA® Billing Option
- Sell From Multi-Locations, Including Trucks
- Create Flat Rate Pricing Books
- Import Vendor Items and Pricing
- Highly Detailed Sales History
- Automated Sales Commissions
- Attach Documents to Jobs
- Unlimited Notes Per Job or Client
- Preferred Vendor Tracking
- Best Price Tracking
- “On File” Credit Card Storage
- Heavy Duty Credit Card Security
- Strong Credit Card Number Encryption
- Credit Card Number Validity Checking
- Multiple Default Payment Methods
- Batch Check ACH Processing
- Batch Credit Card Processing
- Canadian Payment Options Available
- Supports Progress Billing
- Handles Down Payments and Retainage
- Multiple Sales Tax Rates and Authorities
- Line-By-Line Item Sales Tax Methods
- Group Sales Tax Items Together
- Handles Sales on Consignment (floor plan)
MARKETING AND SALES LEAD KEY FEATURES
- Friendly, Easy To Use Interface
- Generous Field Lengths and Room for Notes
- AIA® Billing Option
- Sell From Multi-Locations, Including Trucks
- Create Flat Rate Pricing Books
- Import Vendor Items and Pricing
- Highly Detailed Sales History
- Automated Sales Commissions
- Attach Documents to Jobs
- Unlimited Notes Per Job or Client
- Preferred Vendor Tracking
- Best Price Tracking
- “On File” Credit Card Storage
- Heavy Duty Credit Card Security
- Strong Credit Card Number Encryption
- Credit Card Number Validity Checking
- Multiple Default Payment Methods
- Batch Check ACH Processing
- Batch Credit Card Processing
- Canadian Payment Options Available
- Supports Progress Billing
- Handles Down Payments and Retainage
- Multiple Sales Tax Rates and Authorities
- Line-By-Line Item Sales Tax Methods
- Group Sales Tax Items Together
- Handles Sales on Consignment (floor plan)
- Extensive Lookup and Search Capability
- Popup Notes by Client or Job
- Past Due and Over Credit Limit Alerts
- Password Protected Credit Hold
- Print Warehouse Pick Tickets
- Automatic Purchase Order Creation
- Email Estimates as a PDF Attachment*
- Create and Reuse Estimate Templates
- Unlimited Markup Methods
- Unlimited Markup Tables
- Track Estimated and Actual Gross Profit
- Preference to Sell Out of Stock Items
- Assess Finance Charges
- Print Statements and Past Due Notices
- Statement Report Designer
- Invoice/Sales/Proposal Report Designer
- Exclude Friends and Family from Notices
- Rock Solid Security and Auditing
- Optional Mobile Management
- Dozens of Sales and A/R Reports
- Training Videos and Manuals
- Comprehensive Context Sensitive Help
- Built-in Sales Opportunity Manager
- Built-in Customer Relationship Manager
- Create Credit Memos and Refunds
- Automatic Invoice Payment Application
- Extensive Lookup and Search Capability
- Popup Notes by Client or Job
- Past Due and Over Credit Limit Alerts
- Password Protected Credit Hold
- Print Warehouse Pick Tickets
- Automatic Purchase Order Creation
- Email Estimates as a PDF Attachment*
- Create and Reuse Estimate Templates
- Unlimited Markup Methods
- Unlimited Markup Tables
- Track Estimated and Actual Gross Profit
- Preference to Sell Out of Stock Items
- Assess Finance Charges
- Print Statements and Past Due Notices
- Statement Report Designer
- Invoice/Sales/Proposal Report Designer
- Exclude Friends and Family from Notices
- Rock Solid Security and Auditing
- Optional Mobile Management
- Dozens of Sales and A/R Reports
- Training Videos and Manuals
- Comprehensive Context Sensitive Help
- Built-in Sales Opportunity Manager
- Built-in Customer Relationship Manager
- Create Credit Memos and Refunds
- Automatic Invoice Payment Application
*Required MS Outlook, Express, or Mail, an email account, and an internet connection.
Specifications subject to change without notice.
Total Office Manager is Simplifying Marketing and Sales Lead Management
Live Demonstrations Performed by Professionals for Free. No Obligation.
The best way to learn about Total Office Manager’s marketing and sales lead management system is to attend one of our live no sales BS product demonstrations. Please contact us for more information at 913-492-9930.
Expert Training and Consulting
We offer internet based training and on-site training. We have produced a set of videos and manuals that guide you through most processes. We have thousands of help articles.
Technical Support and Updates
We know that there is no substitution for being able to just pick up the telephone and talk to someone knowledgeable. That’s why Aptora is known for its outstanding technical support.
- All technical support is performed “in-house” by trained professionals. We provide our technicians with extensive ongoing training. If they do not have the answer, they can speak with someone in our company that does have the answer.
- We do not farm out software programming services or technical support to other countries.
- We have employees, not contractors working from home.
- Our support staff is highly qualified and made of technicians, programmers, and accountants.
No software is perfect and neither is Total Office Manager. The difference is that we will own up to our mistakes and fix them quickly without excuses. Aptora is very aggressive when it comes to enhancing and perfecting Total Office Manager. Updates are easily downloaded from the internet. We offer a variety of support packages to fit any need or budget.
AWARD-WINNING SERVICE MANAGEMENT SOFTWARE
- ComforTech: #1 Business Management Software Award
- Electrical Contracting Products: Innovation Award
- Dealer Design Awards: Honorable Mention
- ComforTech: #1 Business Management Software Award
- Electrical Contracting Products: Innovation Award
- Dealer Design Awards: Honorable Mention
- ComforTech: #1 Business Management Software Award (again)
- Finalist Electrical Contracting Products: Innovation Award
- CPA Technology Advisor: 5 out of 5 Star Rating
- ComforTech: #1 Business Management Software Award (again)
- Finalist Electrical Contracting Products: Innovation Award
- CPA Technology Advisor: 5 out of 5 Star Rating
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