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Videos & Tutorials

Total Office Manager Help & Business Best Practices

Looking for a video tutorial on a specific topic? Find a selection of our tutorials and video playlists on this page, or visit our YouTube via the link below to find our full catalogue of videos. 

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Total Office Manager: 12 Step Crash Course

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Basic Navigation & Contact Management

Ordering & Receiving Intentory

Bills, Payments, & Credit Card Changes

Total Office Manager: Database Basics

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Creating a Database

Setup Navigator

Company Information

Total Office Manager: Contact Management

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Customer Setup

Customer Jobs & Locations

Customer Job Tab

Total Office Manager: Inventory Management

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How to Use the Warehouse List in TOM

Managing Item Categories

Using the Markup Table in TOM

Total Office Manager: Schedule Management

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Creating Work Orders

Setting Up Work Order Types

Using the Work Order 'Items' Tab

Total Office Manager: Service Agreements

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Setting Up Service Agreements

Setting Up New Service Agreements

Adding Planned Maintenance Work Orders

Total Office Manager: Accounts Payable

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Creating a Purchase Order

Looking Up Purchase Orders

Entering Item Receipts & Receive Items Without a Bill

Total Office Manager: Sales Tax

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Setting up Sales Tax Preferences

Creating Sales Tax Codes

Using the Sales Tax Item Form

Total Office Manager: Accounts Receivable

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Creating Estimates

Creating & Printing Invoices

Entering Sales Receipts

Total Office Manager: Banking

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Creating & Printing Checks

How to Enter Credit Card Charges

How to Record a Credit or Refund on Your Credit Card

Total Office Manager: Payroll Setup

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Setting Up Pay Frequency

Setting Up Pay Groups

Using the Payroll Items List

Aptora Mobile II: 12 Step Basics

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Field User Interface

Texting Customers

Good Better Best Sales Positioning

Diving In to Aptora Mobile II

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Creating a Database

Setup Navigator

Company Information

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