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Work Order Flow (Example)

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Employees & Payroll – This section contains topics relating to employees, timesheets, HR related tasks and payroll processing.
Customer Equipment & Service Agreements – This section covers topics related to customer equipment, service agreements, renewals, etc.
Importing & Exporting – This section covers topics related to importing and exporting. Data migration topics would also be in this section.
Software Setup & Installation – This section contains topics related to setup, installation troubleshooting, hosted configurations, updates, etc.
Sales Tax – This section covers topics related to sales tax setup, usage, and troubleshooting.
Company, Tools, & Utilities – This section contains topics related to company features like assets, database checkups, maintenance, reminders, etc.
Invoice Items & Inventory Management – This sections contains help topics on items, purchase orders, inventory adjustments, price levels, item aliases, barcoding, reordering, warehouses, etc.
Security, Users, & Preferences – This section contains topics related to users, preferences, security settings, audit trail, etc.
Vendors & Accounts Payable – This section contains topics related to vendors, bills, item receipts, etc.
Accounting & Banking – This section contains topics related to journal entries, deposits, checks, credit cards, account registers, reconciliations, etc.
Scheduling & Dispatching – This section contains topics related to the schedule board, appointments, work orders, dispatching, etc.
Customers & Accounts Receivable – This section contains topics related to customers, sales, invoices, payments, finance charges, statements, etc.
Employee Efficiency CDV
Employee Schedule Report
Employee Time Sheet Report
Time Off History
Customer Equipment CDV
Contacts by Marketing Source Report
Marketing Source Summary
Report – Appointment List
Account Register Report
Balance Sheet – Dollar Comparison Report
Balance Sheet – Percent Comparison Report
Balance Sheet Report
Bank Reconciliation Report
Financials – Budget Report
Credit Card Charges/Credits Report
General Journal Report
Income Statement – Condensed
Income Statement by Department Wide Report
Journal Entries Report
List Of Checks Report
Payments By Payment Method Report
Ratio Analysis
Reports – Executive Summary
Statement of Cash Flows
Transaction Details by Account Report
Trial Balance Report

This help topic is also available as a Microsoft Power Point download. Click the link below if you have Power Point running on your machine.

Work Order Flow Example

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Lee Rose 4 months ago

Great company for HVAC software! Highly recommend these folks with their training and Aptora University they host. Erika and James are great to work with!!

Arena SNE a year ago

Aptora is highly responsive for customer support on the phone and through email. We had an issue with not being able to process payments and...Read More »

Michael King a year ago

Awesome fully integrated field service and accounting software that we use for our plumbing service business. Truly powerful software that captures a ton of important...Read More »

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