WOs can span one or more days. It is easy to create a work order for several people that lasts one months or even years.
Work orders can be set up to automatically recreate themselves saving you time and improving accuracy.
Work orders include a list of required items. This list is included on all printed or mobile work orders. Save needless multiple trips to part suppliers and warehouses.
Your work orders can include various tools and equipment that is needed for the job. This helps you avoid double booking and reduce labor costs looking for tools.
You can set certain fields to be required upon creation or editing. This will help assure valuable information is collected the first time.
Each of your employees can have “skills” associated with them. When scheduling employees, their skills will be compared to the work order type.
Create a list of time slots (like 1:00 PM to 3:00 PM) and assign work orders to them. Easily sort your schedule board and other lists by time slots. Time slots are a convenience for your clients and a better way for your company to commit to specific times.
Work orders are converted to invoices with two mouse clicks. All information is copied. No double entry reduces labor expenses and helps make sure that everything gets charged to the customer.
Maintain a list of company credit cards. Enter credit card charges and credits. Photograph and track credit card expenses from the field using our mobile app.
Like our Bank Reconciliation system, credit card statements can be precisely matched with the credit card transactions recorded in the software. Discrepancies can be quickly detected and worked out.
Credit card data is encrypted and the numbers are not viewable by users of the software. They can only see the last four characters and expiration date.
We offer full support for the Positive Pay standard which helps reduce fraud and theft. This standard is a requirement of some banks.
You can easily move money from one account to another. This process is faster and more transparent than an adjusting journal entry.
Our easy to use bank deposit system allows you to quickly get your bank deposits ready. You can group deposits or list each item separately. Save time by printing deposit slips or summary reports right from the software.
Total Office Manager includes a powerful and easy to use Bank and Credit Card Reconciliation system that matches financial transactions with actual bank activity. This can be done on a daily or monthly basis. A properly performed monthly bank reconciliation will help prevent fraud, theft, embezzlement, and help ensure your books are accurate.
Our Account Register makes is easy to review banking activity. You can search, sort, and drill down on all transactions.
The software is self-balancing but many hardcore accounting types will enjoy our Trial Balance form and report.
Thousands of happy customers
We have been TOM users for 7 years now, migrating multiple companies in multiple different software systems. This week I attended an Aptora University class with three days of in-depth training on a fully functioning database. I was amazed at how much the software can do, and how much more we can utilize it to improve workflow, job costing, reporting, payroll, invoicing, accounts payable and purchasing. James, Arika, and Bryant went above and beyond just training though, we were able to discuss best practices and get feedback from other users on how they use different features.
With the ability to remote into our database we were able to diagnose issues and solve issues with our particular way of working in our different companies. Not only would I recommend this software, but I would also highly recommend attending the Aptora University class to the point that I plan on attending again after I have time to implement some of what I learned.
Thanks again James!
Aptora’s Total Office Manager and Mobile programs have helped us to be more efficient and provide a better service to our customers. There are many programs available on the market today, but none of them offer all of the features that this program has. In addition, the support, the training and the people of Aptora are second to none!
Today we are on our way home from Aptora University and have been reflecting on our investment in the training. Was it worth it, totally! We are going back energized and excited about implementing what we have learned. If there was one thing I could tell a new user or upset user it’s this, none of us run our business’ the same so why would we want software that only gives us one way to do it. As business owners, we are constantly trying to “think outside of the box” and thankfully TOM does too. This allows us to use it the way it works best for our business. My suggestion is to get familiar with the software and then invest in training. BTW thank you to Arika and Bryant for all of the extra time you spent with so many of us to help us with our individual questions.
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