Equip yourself with the right tools at Aptora University. Now Online.
The Most Extensive Total Office Manager® Training.
March 2026 Student Enrollment Begins Now!
Welcome to Aptora University, where our exclusive, hands-on seminar is designed to help you master Total Office Manager. With only 50 team spots available, this three-day training offers an immersive learning experience led by industry experts, providing you with the practical skills to streamline your workflow, increase efficiency, and drive business success.
This is a unique opportunity to learn directly from professionals who understand the real-world applications of Total Office Manager. Don’t miss your chance to secure one of the limited spots and gain valuable insights to elevate your business. Act fast and reserve your place today!
- When:
- Where:
- Instructor:
- March 9th-11th, 2026
- Online
- James Leichter, Aptora Corp President
- When: March 9th - 11th, 2026
- Where: Online
- Instructor: James Leichter, Aptora Corp President
Pricing
Invest In a Smoother, Problem-Free Tomorrow-
Company-wide event entry
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Send members of your team to the sessions relevant to them.
Before You Come
Prerequisites
The systems we will be working with will require a certain level knowledge and experience for the students to get the most out of the training. We recommend that attendees have the following skills before attending the advanced classes.
- A good understanding of inventory, including invoice item types and how they affect financial reports.
- You should be comfortable explaining what the Chart of Accounts is, including account types and how they affect an income statement and balance sheet.
- You should be comfortable explaining debits and credits and how they are used to explain changes to financial reports.
- Attendees should be comfortable with basic concepts related to work orders, schedule board, timesheets, invoices, and related systems in Total Office Manager.
- It is important to understand the basics of handling work orders and invoices in our mobile app.
Intended Audience
The ideal attendees are office managers and those designated as the Total Office Manager Admins. There will be select sessions ideal for dispatchers and service technicians.
What to Expect
- Hands on lessons by a software expert with 25+ years of contracting and bookkeeping experience.
- Additional trainers will be on hand to provide instant answers to individual questions.
- Specific questions and problems will be addressed on a one-on-one basis.
- We will cover advanced features and reporting.
Preview Topics
- Build a Bulletproof Chart of Accounts and Departmentalize It Right
- Flat Rate Pricing 101: Setup + Ongoing Management
- Let AI Organize Your Parts: Numbering & Categories Made Simple
- Mobile Workflow Mastery: WO → Invoice in One Clean Process
- Lock In Recurring Revenue: Agreements + Customer Equipment Tracking
Itinerary
March 2026 Session:
Click Monday, Tuesday, or Wednesday above to see the full daily agenda.
Audience Symbol Code: Office / Management * / Technician ** / Management & Office +
Session I
10:00 AM to 10:15 AM
Welcome & Schedule
10:15 AM to 11:00 AM
Build a Bulletproof Chart of Accounts and Departmentalize It Right (Pt 1) +
11:00 AM to 12 PM
Pricing by Department: Stop Guessing, Start Profiting (Pt 2)+
12 PM to 12:30 PM
Lunch
Session II
12:30 PM to 12:45 PM
Inventory Control That Works (w/ Guest)
12:45 PM to 1:15 PM
Let AI Organize Your Parts: Numbering & Categories Made Simple
1:15 PM to 2:00 PM
Flat Rate Pricing 101: Setup + Ongoing Management +
2:00 PM to 2:15 PM
Break
Session III
2:15 PM to 3:00 PM:
Performance Based Compensation *
3:00 PM to 3:15 PM:
Break out session
3:15 PM to 4:00 PM
Close More Calls: Sales + Marketing Tools w/ Jonathan
4:00 PM to 4:30 PM
Q & A
4:30 PM
End of Session
Session I
10:00 AM to 10:15 AM
Welcome & Schedule
10:15 AM to 11:15 AM
Mobile Workflow Mastery: WO → Invoice in One Clean Process
11:15 AM to 12 PM
Time Tracking That Sticks: Timesheets Without the Headaches
12 PM to 12:30 PM
Lunch
Session II
12:30 PM to 1:30 PM
Inventory Tracking ABCs +
1:30 PM to 2:00 PM
Foundation First with Essential Settings & Preferences
2:00 PM to 2:15 PM
Break
Session III
2:15 PM to 2:45 PM:
Dispatch Like a Pro: Faster Scheduling, Fewer Fires w/ Kaden
2:45 PM to 3:15 PM:
Lock In Recurring Revenue: Agreements + Customer Equipment Tracking +
3:15 PM to 3:30 PM
Asset Tracking Made Simple +
3:30 PM to 4:00 PM
Know Your True Margins: Job Costing That Actually Works *
4:00 PM to 4:30 PM
Q & A
4:30 PM
End of Session
Section I
10:00 AM to 10:15 AM
Welcome & Schedule
10:15 AM to 11:15 AM
Sell Cleaner on Mobile: Good/ Better/ Best Done Right w/ Bryant **
11:15 AM to 12 PM
Good/ Better/ Best for the Office
12 PM to 12:30 PM
Lunch
Section II
12:30 PM to 1:15 PM
Protect Your Profit: Warranty Reserve Setup & Management +
1:15 PM to 1:45 PM
Stop Repeat Trips: Tracking Callbacks by Technician *
1:45 PM to 2:00 PM
Smarter Caller ID + A Next Gen Sneak Peek +
2:00 PM to 2:15 PM
Break
Section III
2:15 PM to 3:00 PM:
Bookkeeper’s Reporting Playbook
3:00 PM to 3:15 PM:
Break out session
3:15 PM to 4:00 PM
The CEO’s Guide to Reporting + KPIs *
3:30 PM to 4:00 PM
Q & A
4:00 PM to 4:30 PM
Q & A
4:30 PM
End of Class
Class Goals
- Improve student knowledge with advanced tips and tricks to make the most of Total Office Manager.
- Optimize your business processes with best practices to increase profit.
- Save time & money with an 3-day online fast-track training experience.
Hear Attendee Success Stories Firsthand
Crawford Services
Tommy Thompson
Hood Heating, Air, Plumbing, and Electric
Luke Hood
