Aptora Mobile Field Service Management Software
Aptora’s mobile field service software was designed by experienced technicians and perfected after careful field testing.
This is just a partial list of what this software can do. Plus, we are adding new features and capabilities all of the time. Contact us for a free, live, personalized demonstration by calling 866-296-9700 or click here to send us an email.
Your technicians will be able to:
- View a full-blown schedule board on their device
- Accept work orders
- Send email confirmations and reminders with a photo of the technician
- Insert pre-written text, service descriptions, and other information into description fields
- View only one work order at a time (or all – your choice)
- Create, edit, print, and email work orders
- Create, edit, print, and email invoices
- Create and edit customers and jobs
- Create, edit, print, and email purchase orders
- Enter or edit customer equipment
- Look-up flat rate pricing repairs
- View inventory on their truck (see what they have in stock)
- Capture signatures on work orders, invoices, proposals, and purchase orders
- Automatically record GPS data when a signature is saved
- Enter the name of the signor (like UPS does)
- Email and print work orders
- Accept full or partial payments
- Process credit cards
- Accept multiple forms of payment
- Enter time sheet information (for yourself or other users if management allows it)
- Create, edit, print, and email sales proposals and estimates
- Control access to wholesale and even retail pricing
- Suppress all pricing from your employees
- Separate terms and conditions for Estimates, Work Orders, and Invoices
- Customizable signature area for Estimates, Work Orders, and Invoices
Your sales people will be able to:
- Accept sales calls
- Manage telephone messages and notes
- Enter sales proposals and estimates
- Provide a good, better, best set of sales proposals
- Capture signatures
- Receive a down-payment
- Email or print the proposal
- Enter purchase orders
- Schedule the installation
Owners will be able to:
- See who owes you and how much (accounts receivable)
- See who you owe and how much (accounts payable)
- View your income statement and balance sheet
- View banking information
- Study daily performance and efficiency reports
- Control access and manage security
Managers will be able to:
- Manage on-call activity from almost anywhere
- Enter customers from scratch
- Enter work orders
- Enter purchase orders
- Monitor technician activity
- View management reports and key numbers
Users will have full access to view and edit (as noted):
- Company Information
- Time Sheets*
- Work Orders*
- Phone Messages*
- Sales Opportunities (your sales leads)*
- Executive Summary Report (very extensive)
- Income Statement and Balance Sheet
- Accounts Payable
- Accounts Receivable
- Mapping and Directions (depends on your device)
- One-click emailing and calling (depends on your device)
- Customers (with history)*
- Customer equipment with history*
- Vendors (with history)*
- Employee time sheets*
- Banking/chart of accounts
- Detailed security allowing you full access control
- Full auditing of remote connections
- Information is live and shown in real time (no delays)
- We are aggressively adding features and updating this software
- And more!
*Allows editing of all or part of the record.
Other Features and Capabilities
- Avoid misspelled words and eliminate typos with your device’s integrated spell check.
- Save time and reduce errors using your device’s built in voice recognition technology to dictate service and sales descriptions.
- Prewritten Service Descriptions. Use this powerful feature to create lists of carefully written descriptions. Those descriptions can be easily inserted into estimates, invoices, and other forms with a touch of a button. Descriptions can be categorized, searched, and combined. Save valuable time, eliminate typos, reduce complaints, and increase sales by inserting professionally written sales and service descriptions.
- Switch between two or more businesses. We give you the ability to manage all of your businesses – no extra cost.
- Prevent retail pricing from being displayed on Estimates, Invoices, Work Orders, and My Flat Rate Book.
- There are lots of short cuts and hyperlinks that save you time.
- Enhanced and extensive searching and filtering.
- Address link to a Map (where available).
- Phone numbers can be clicked for auto dial (where available).
Do you have any questions or would you like more information and a free online demonstration? If you have any questions or would you like more information, please call toll free at 866-296-9700 or use the Contact Us page.