Best ERP Software for HVAC, Plumbing, Field Service Businesses
Welcome to Aptora University, where our exclusive, hands-on seminar is designed to help you master Total Office Manager. With only 50 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. Donāt 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!
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.Ā
The ideal attendees are managers and those designated as the Total Office Manager Admins. The TOM Admin is the person(s) who is tasked with learning the most about Aptora software and providing support and training for your company.āÆ This session is not ideal for dispatchers or service technicians.
Day 1: Accounting deep dive, inventory, sales tax, invoicing, open Q&A
Day 2: Banking, payroll, project management, marketing, asset tools, networking
Day 3: Introducing TOM Next Gen, FSM App, dashboards, software optimization
7:00 AM to 8:00 AM:Ā Breakfast Provided
8:00 AM to 10:00 AM:Ā
Accounting Review
ContactĀ ManagementĀ
10:00 AM to 10:15 AM: Morning Break
10:15 AM to 12:00 PM: Lunch Provided
Inventory ManagementĀ
Ā
12:00 PM to 1:00 PM: Lunch ProvidedĀ
1:00 PM to 3:00 PM:
Sales Tax Setup and ManagementĀ
Invoicing and EstimatingĀ
Ā
3:00 PM to 3:15 PM: Afternoon Break
3:15 PM to 5:30 PM:
Accounts Receivable
Accounts Payable
5:30 PM: Adjourn for the Day
Aptora Staff Will Stay to Answer Any Questions
7:00 AM to 8:00 AM:Ā Breakfast Provided
8:00 AM to 10:00 AM:
BankingĀ
Schedule ManagementĀ
10:00 AM to 10:15 AM: Morning BreakĀ
10:15 AM to 12:00 PM:
Service Agreement ManagementĀ
Payroll and TimesheetsĀ
Project Management & Job CostingĀ
Financial Reports and DashboardsĀ
12:00 PM to 1:00 PM: Lunch ProvidedĀ
1:00 PM to 3:00 PM:
Sales & MarketingĀ
Asset ManagerĀ Ā
3:00 PM to 3:15 PM: Afternoon Break
3:15 PM to 5:30 PM:Ā
Miscellaneous Tools & UtilitiesĀ
Day 2 Wrap-upĀ
Solving Accounting ProblemsĀ
5:30 PM: Adjourn for the DayĀ
5:30 PM to ???: Drinks with James and Company – Open Bar
7:00 AM to 8:00 AM:Ā Breakfast Provided
8:00 AM to 10:00 AM:
Aptora Mobile IIĀ® FSM AppĀ Ā
10:00 AM to 10:15 AM: Morning Break
10:15 AM to 12:00 PM:
Customer Access Portalā¢
How the System Operates Internally
Contractor CompassĀ® Dashboards
12 PM to 1:00 PM: Lunch Provided
1:00 PM to 2:45 PM:
Introducing Total Office Manager ā Next GenerationĀ®Ā
2:45 PM to 3:00 PM: Afternoon Break
(Attendees May Leave Now to Catch Flight)
3:00 PM to 4:00 PM:
Making the Software Faster*
Open Q&A and One-on-One Help*
*Attendees may leave early if needed to accommodate their travel plans.
4:00 PM: End of Workshop
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