Office Management Software

Office Management Software

Office Management Software.

True All-In-One.  Your Life Just Got Easy.

Total Office Manager® includes everything you need in an Office Management Software solution to streamline office operations.  Includes full enterprise accounting, payroll, work orders, billing, banking, job costing, and more.

Office Management Software with CRM

Improve Customer Management

  • Easily Add, Edit, and Remove Customers
  • Complete Contact History Log with Transactions & Notes
  • Email Integration
  • Document Management
  • Workflow Management
Office Management Software with Enterprise Accounting

Enterprise Level Accounting

  • Full General Ledger
  • Complete Comprehensive Auditing
  • Fully Departmentalized Accounting
  • True Automatic Double Entry with Matching Principles
  • Overhead Allocation by Department
  • Accounting Period Locking
  • Fast Adjusting Journal Entries
  • Retainage Management
  • Receive & Track Down Payments
  • Work in Progress (WIP) or Construction in Progress (CIP)
  • Unlimited Invoice Terms
  • Automatic Early Payout Calculator
  • Manage Credit Holds
  • 100% Customizable Statements
  • Access Finance Charges
  • AIA Billing G702 & G703
  • Never Close a Period
Office Management Software with Payroll

Easy Payroll Management

  • Fully Managed Tax Tables
  • Full 3rd Party Import/Export Payroll Interface with ADP, Paychex, Paycor, Paylocity, WebPay, and Sure Payroll
  • Unlimited Payroll Items
  • Payroll Templates
  • Direct Deposit
  • Sales Commissions
  • Certified Reporting (Davis-Bacon wages) for Federally Funded Jobs
  • Unionized Payroll
  • Payroll Taxes by Location
  • Workers Compensation
  • Employee Efficiency – Track Payroll Against Gross Profit
  • Time Off Tracking
  • Payroll Liability Management
  • Federal Reporting Including 940, 941, W2, W3, 1099, 1098, and more
  • Fully Customizable Reports
  • Detailed Paystubs
  • Canadian Payroll Support
Office Management Software with Scheduling & Dispatching

Scheduling & Dispatching

  • List Views – Day, Week, and Month
  • Multi Department Schedule Boards
  • Extensive MS Excel® Type Filtering
  • MS Outlook® and Google Calendar® Integration
  • Over 100 Configuration Options
  • Real-Time Schedule Rendering to Avoid Conflicts
  • Dedicated CSR Per Client Support
  • Automate Calendar Reminders for Office & Field Technicians
  • Custom Schedule Board Profiles
  • Specify Employee Time Off to Ensure Availability
  • Asset Scheduling Assigned to Technicians
  • View Employee Hours Worked to Avoid Too Many Hours
  • Include Employee Photos
  • Custom Colors for Specific Event Types
  • Mapping to Minimize Technician Routing Time
  • Real Time Technician GPS
Office Management Software with Sales & Marketing

Marketing and Sales

  • Enter Marketing Campaign Descriptions and IDs
  • Monitor & Report Sales by Marketing Campaign
  • Create Marketing Leads by Prospect Type, Department, Sales Person, Location, Purchase History (Comprehensive Options), Service Agreement Activity, Credit, and more
  • Save Marketing Lead Queries
  • Easily Export Lead Lists for MailChimp, MS Outlook Mail Merge, and more
  • Track Sales Expenses by Marketing Type
  • Qualification List Including Yes/No, Fill in Blanks, Check Offs, and more
  • Create List of Profile Questions by Product
  • Track Financing Offers to Gauge Closure Rate Effectiveness
  • Automatic Reminders and Thank You Messages with Embedded Survey Links
  • View Appointments

Total Office Manager® Screen Shots

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