Best ERP Software for HVAC, Plumbing, Field Service Businesses
Total Office Managerās integrated Vendor and Supply Chain Management software is designed for HVAC, electrical and plumbing field services businesses.Ā Easily manage every aspect of vendor management including inventory, purchase orders, invoicing, and so much more.
In just two clicks, you will see the entire history of your vendor. This includes everything you have every ordered (with status), every credit card charge, bills, items receipts, purchase orders, and everything else.Ā
Enter items prior to receiving the bill so that you can speed up invoice creations and collect money faster.Ā
Pick Tickets allow your warehouse person to fully understand what vendor equipment and items need to be pulled for a specific job. Stocking levels, location, bin number, and other information is included. This feature increases accuracy and improves job costing.Ā
Enter vendor bills for overhead and direct expenses. Recall the last transaction or memorize the transaction for auto creation. Enter comprehensive notes into the vendor or job contact log.
KEY FEATURES
The Bill Payment Center allows you to easily sort out and pay vendor bills. Pay one or multiple vendor bills with ease. The system keeps tracks and displays your bank balance after each bill payment.Ā
We offer full support for theĀ Positive Pay standardĀ which helps reduce fraud and theft. This standard is a requirement of some banks.Ā
Establish a complete list of vendor (and customer) terms. We automatically track terms and offer the appropriate discounts.Ā
Automatically calculates the correct time to pay the vendor bill and presents that bill for payment with the proper early payment discount already calculated.
We offer a hosted option.Ā This option is the easiest to implement. The upfront cost are must lower. You will have no I.T worries and we do all of the database maintenance and backups.
KEY FEATURES
*Required MS Outlook, Express, or Mail, an email account, and an internet connection.
Live Demonstrations Performed by Professionals
The best way to learn about Total Office Managerās comprehensive sales and A/R system is to attend one of our live demonstrations. They are always free and there is never any sales pressure. Please contact us for more information at 913-492-9930.
Specifications subject to change without notice.
Accessing Finance Charges
Itās easy to create a list of people to assess finance charges too. There are many different options on calculation methods.
VIP Exclusions
You can easily exclude VIPs such as friends and family from receiving a statement, past due notice, or being accessed finance charges.
A/R Reports
Total Office Manager’s vast array of reports allows you to see extensive details regarding who owes you and when the money is due.
Multiple Payment Methods
You can add a primary and secondary default payment method. Strong encryption is used to protect credit cards and security codes are not stored. Batch credit card and ACH processing is available.
Report Designer
Estimates, invoices, sales, and statements can be created using any of our dozen or more templates. You can also modify a template or create a report from scratch using our powerful, yet easy to use, report designer.
Highly Detailed History
Total Office Manager has the ability to show you a single vendor’s history in one easy-to-use location. View your pending purchases, previous purchases, bills paid, bills due, checks written, and items received. You can right click on an item to view a complete history of that item including a list of every purchase and every sale.
Detailed Reports
We include lots of reports so that you can see exactly whatās going on with each item. Most reports can be customized or tailored to one degree or another. There are dozens of ways to search for items and item activity.
Point of Sale (POS)
By combining all of the power of Total Office Manager with a cash register, POS Light will allow contractors and service companies to better manage their over-the-counter sales in a retail store environment. Users will be able to use an inexpensive computer or even repurpose one of their older computers. POS Light includes a USB cash drawer, USB credit card swipe, bar code scanner, cables, power adapter, and a special software update.
Expert Training
We offer internet based training and on-site training. We have produced a set of videos and manuals that guide you through most processes.
Technical Support and Updates
We know that there is no substitution for being able to just pick up the telephone and talk to someone knowledgeable. Thatās why Aptora is known for its outstanding technical support.
No software is perfect and neither is Total Office Manager. The difference is that we will own up to our mistakes and fix them quickly without excuses. Aptora is very aggressive when it comes to enhancing and perfecting Total Office Manager. Updates are easily downloaded from the internet. We offer a variety of support packages to fit any need or budget.
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