Best ERP Software for HVAC, Plumbing, Field Service Businesses
Troubleshooting Hosted TOM Disconnections Question: Why does my hosted Total Office Manager program close during the day for no reason? The hosted system seems to be disconnecting me. No other programs are closed, only Total Office Manager. Answer: If you lose your connection to your network or internet, even for a split second, your connection […]
Unit of Measure Troubleshooting and Fixing Guide This help topic explains hot to find common problems with Unit of Measure (or UOM). It also includes information on how to fix your UOM problems and links to more detailed help pages. Here is a Common Unit of Measure Scenario I am working in Total Office Manager […]
All About Creating Estimates for Contract Jobs Contractors use estimates to help them project the cost of labor, materials, and profitability on job jobs they bid. They use them to quote remodel jobs for homeowners. They present them as proposals for the replacement of the HVAC equipment for a property management company. Without any of […]
Handling a Down Payment on a Job This article assumes you wish to receive a down payment on a sold job, deposit the money, and you do not wish to recognize the money as income until later. Create an item called “Customer Down Payment”. Put “Customer Down Payment” in the item’s description field. Use the […]
About Markup and Markdown Methods They allow you to markup from Direct Cost or down from List Price to create a Retail Price for your items. They are just one of the many ways you can use the software to help you calculate a Retail Price for items. How They Work In Practice When you […]
How to Update Sales Tax Rates for Customers This help topic will show you how to update or change sales tax rates on customers after those rates have changed. The recommended method to update your sales tax rates may be accomplished by following the steps below. Step-by-Step Process on Updating Sales Tax Rates 1. Open […]
Vehicle Tracking with Verizon Hardware This document will explain how to activate and set up the optional Verizon tracking system. This allows you to display your vehicle location using any of these Verizon products (these products are subject to availability by Verizon): Verizon Connect – Reveal and Reveal Starter® Verizon Fleetmatics®* Verizon Networkfleet®* Verizon Fleet […]
Setup Mobile Devices for Tracking You can track the mobile device the employees are carrying. This is done through the Aptora Mobile II® or the Geo Time Tracker™ app. The map communicates with the app to determine its location and then displays that location on the map. The map is updated every two minutes or […]
How to Troubleshoot GPS Tracking Issues The following steps should be followed if you are having trouble displaying your mobile devices or vehicles on the schedule board’s map. This help topic does not include Verizon troubleshooting steps. That link is below. GPS Troubleshooting Step by Step Guide First Step: It is important to know if […]
How to Analyze Estimates for Job Costing When reviewing your estimates for an overall standing of your contract jobs (estimates), it is recommended to Run the Estimate Over/Under Details CDV (Reports | Custom Data Views | Data Views). In this CDV, you can review summary information to analyze your profit/loss on a job (estimate). To […]
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