Introduction

The Aptora Mobile II – Quick Add allows a user the ability to quickly add some of the more common tasks found in the software. Choose between commonly used functions, such as Customer, Work Order, Invoice, etc.

Form Access

  • From the Dashboard, click the Hamburger menu in the top right corner and then select ‘Quick Add’.

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Usage – Aptora Mobile II – Quick Add

Click on one of the following options to generate a new record within Aptora Mobile II and Total Office Manager.

  • Customer
  • Contact Log
  • Work Orders
  • Invoice
  • Estimate
  • Purchase Order
  • Timesheet
  • Sales Opportunity
  • Appointment
  • Phone Message
  • Reminders
Quick Add Menu
Quick Add Menu