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
We love the Total Office Manager and Aptora Mobile Software. We also have the Flat Rate Plus Price Book! All of these programs work seamlessly with each other and have really helped us organize scheduling, dispatching, invoicing, job costing, accounting, financial analysis, employees, customers, vendors and so much more! We have been using it for a while now and we are very happy with the way the future looks for this program and our association with it! The support and training are top notch. Whenever I have a question the support team gets back to me right away and all of my issues get resolved before I can even notice a setback. We are happy with the move to Total Office Manager, Aptora Mobile, and Flat Rate Plus and we know you will be too!
Thank you so much for offering the training class (Aptora University) this week. I enjoyed the class and all who participated. The presentation, Q&A and interactions were extremely insightful. I appreciated being able to interact with the staff and others who use the software as well. The training course has really helped me to take what I know to a new level in using the software. I highly recommend others who are using it to participate whenever they have the opportunity. We, at Air Conditioning & Heating, Inc., have been using TOM for 5 years and Aptora Mobile for over a year. We are extremely pleased with what it has to offer and the ability to grow with us. The support has also been amazing. Anytime I have questions, they are quickly answered. I don’t just feel like a client, I feel like a friend.
We have been using Aptora’s Flat Rate Plus since 2002 and Total Office Manager since 2007. Very pleased with the software (everything we need all in one program). Great tech support along with continuous upgrades and improvements. Aptora also offers several training classes throughout the year, on-site training along with YouTube training video’s to help us utilize all that the program’s features. Thanks, Aptora.
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