View a complete list of all service calls and an itemized list of parts and labor for each unit. The warranty coverage for parts and labor is also shown.
Quickly see when the equipment was installed and what warranty coverage is in effect.
Photos, schematic diagrams, and other documentation can be scanned and attached for quick access in the desktop of mobile software.
Tracks all sales and expenses by marketing type. Since accounting is built-in, there is no double entry. Compares and analyzes marketing campaigns. Know exactly which advertising and marketing campaigns have been a success and avoid repeating the failures.
Design sales and marketing letters perform mail merges that go way beyond simple contact information, and print or email.
Open the Sales Lead Manager, sort, and view every sales opportunity in the sales funnel.
Manage interactions with current and future customers.
Total Office manager tracks phone messages, appointments, notes, files, documents, email, and other pieces of information. Locate all records with three mouse clicks or less.
CRM is built into the core of Total Office Manager. Notes and files interact with accounting and sales information. This allows for better reporting and analysis that any standalone CRM application can bring you.
All CRM flows through our optional mobile software. This makes it easy for your employees to manager relationships in the field and eliminates double entry.
Enter notes each time you speak with a sales prospect, customer, vendor, or employee.
Pull reports by subject or topic such as complaints, employee reviews, service notes, and more. Filter by date, employee, customer, etc.
Generate more billable time with our handy stopwatch feature. It will track every second spent on the phone or managing email.
Thousands of happy customers
I know several companies that use Aptora and are very satisfied. I am told the program is easy to use and provides intelligent reports that are helpful in managing EVERY aspect of their business. There is no comparison to several other service-ONLY programs, that DO NOT offer accounting, payroll, inventory, etc. Aptora is a full business management platform. I also hear that Aptora’s customer service is second to none. I also know James Leichter to be very responsive to new ideas and quick to implement those that make sense for all users. I HIGHLY RECOMMEND Aptora!
HIGHLY RECOMMEND!! This Flat Rate Plus software helped me turn my electrical business into a PROFITABLE service business. I have used the product for 8 years, and I love how every piece of it fits together to create the perfect system for a service business. The software, as well as books and training videos have allowed my technicians to become the leading service providers in our area. It was built for HVAC, but I use the version created for electricians and my whole team loves it. WELL WORTH THE INVESTMENT!!!
I have been using TOM in our plumbing business for over 3 years now – I am extremely pleased with the software capabilities, but as important, the support you get from them is FANTASTIC! Whenever I call I get a prompt response and they go the extra mile to help me with my problem or to assist in figuring out how to do something in the system. As a (very) small business owner with no IT help (but me) I truly appreciate the level of service and concern for me and my business that Aptora gives. It is an incredible tool which is growing WITH my business. Our sales have increased by approximately $350k and plans for 2016 have us growing another $500K – even with the growth I believe this software will grow with us! Thank you to all the technical support staff, but particularly to Mary Jackson 🙂
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