Office Management Software
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.
True All-In-One. Your Life Just Got Easy.
Improve Customer Management
Easily Add, Edit, and Remove Customers
Complete Contact History Log with Transactions & Notes
Email Integration
- Document Management
- Workflow Management
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
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
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
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
