ZigaForm version 5.5.1

Aptora Mobile II – Quick Add

By |2021-07-30T14:16:34-05:00August 6th, 2019|Comments Off on Aptora Mobile II – Quick Add
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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

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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