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FEATURES & BENEFITS

1. Total Office Manager is the most powerful program of its kind If you are shopping around you may have noticed that software companies are usually long on hype and short on system details We challenge our competitors to be as detailed open and upfront as we are about our feature set In addition our bookkeeping experts are available to completely demonstrate how each and every one of these features works sales aptora com Total Office MANAGER FEATURES amp BENEFITS SYSTEM WIDE BENEFITS Fully Integrated One software program that handles everything from accounting and payroll to dispatching service agreements job costing and more One software program and one database stops double entry and improves your reporting capability Auto Complete When selecting from a list users simply type a few characters to narrow the list Add Records on the Fly Selection lists allow you to Add New without exiting the form Multiple Companies and DBA Manage multiple company and create an unlimited number if DBA s doing business as This is handy for those of you who have multiple company divisions Run Multiple Instances You can open the software multiple times on the same computer This makes it easier to multitask Imagine working on payroll in one instance and dispatching on the other instance User Defined Fields Create your own data entry fields and add them to various forms Required Data E
2. HVAC Refrigeration Database Our optional database of HVAC and refrigeration repairs and tasks over both residential and light commercial scenarios Save time by utilizing our professionally created list of thousands of tasks and items Plumbing Database You will save countless hours with our optional book of tubular faucets stems drain waste drain cleaning sinks lavatories toilets well pumps amp controls disposals appliance hookups water heaters and other repairs Electrical Database This option covers all of the important residential and light commercial repairs You will find lighting ballasts motor repairs switches wiring disconnects fuses breakers circuit extensions panels generators power management landscape accent lighting and more It is used by many of the nation s leading electricians Add Photos and Images Improve the look of your flat rate presentation by adding images to your flat rate task These pictures will be available on our mobile version too sales aptora com POWERFUL REPORTING Over 400 Industry Specific Reports Our extensive background in contracting has helped us create a very extensive set of reports that provide the kind of information contractors require to manage a field service business From accounting job costing employee performance and more Create Custom Reports Build your own reports using our built in report designer Get the information y
3. Accounting For Contractors Manual Our very own book on accounting written by accounting nerd contractors for non accounting nerd contractors Optional Self Paced Training System We can provide you with a complete set of training manuals for Total Office Manager and Aptora Mobile II This system also includes a self examinations and grading sheets Import to and from Delimited Files Access Excel and Others Thousands of data fields can be exported to and from the software You can import customers inventory items vendor pricing equipment and much more QuickBooks Accounting Data Migration Keep 100 of your important QuickBooks data with our optional QB migration service Don t be fooled by our competitor s false claims Aptora is the only company that can migrate your lists accounting and payroll at a transaction by transaction basis Customized Data Migration Our database migration specialist are experts and extracting data reorganizing that data and moving it into Total Office Manager If you we can get the data out we can get it into Total Office Manager Call us at 913 492 9930 for more information sales aptora com www aptora com 913 492 9930 Contractors Building Software For Contractors
4. be able to assess the sales performance for each of your departments and profit centers Sales Representative Tracking Assign sales reps to customers Track sales commissions sales closure rates etc CUSTOMER LEASING Lease or Rent Equipment Equipment can be moved to a client s address You may charge rent or lease these items as desired It s easy to forget what you ve loaned and who you loaned it to Never lose track of another asset www aptora com 913 492 9930 Contractors Building Software For Contractors AIA BILLING Create Payment Applications Automatically create Summary of Work and Continuation Sheets off an invoice Save time and increase accuracy because there is no double entry AIA Form Support Print to G702 and G703 Forms Save money because you don t additional software No Double Entry By avoiding the use of a separate AIA system you will save time and money as well as increase accuracy with our built in AIA Billing system PHONE MESSAGING No Double Entry Don t write down information on paper only to reenter it Track Phone Messages Enter phone messages and see who has returned their phone calls Phone messages are automatically sent to our optional Aptora Mobile II field service management software Quickly Lookup Historical Messages Archive phone messages for later retrieval Search an old phone message in seconds MARKETING Marketing Campaign Manager Monitor all advertising and marke
5. encrypted Database Passwords and Encryption Your SQL Server database company file and fully protected using a SA password Sensitive information within the database in encrypted Aptora08 I FIELD SERVICE MANAGEMENT SOFTWARE Aptora has one of the very best field service business management programs available This is our own software program that we built from scratch so it is completely and totally integrated Many companies use third party mobile software that can be a frustrating mess to deal with Don t get trapped With Aptora Mobile II everything works smoothly and in harmony Plus there is no time wasting data synchronization to deal with all in real time Contractors Building Software For Contractors JOB COSTING AND JOB MANAGEMENT Flexible Job Naming and ID Jobs can be entered using job names numbers and letters or automatic numbering Track Expenses Detailed tracking of all expenses for every job Real time Labor Reporting Our optional mobile software includes the ability for work crews and managers to enter labor time at the end of each day This gives managers up to the day labor reports that include estimates labor hours versus actual Numerous Reports We include dozens of job costing reports from estimated versus actual to detailed line items reports to one page summarized reports Each reports includes drill down capability You will know where you are on every job Sales Representative A
6. order lists Simply click the Open POs filter to see what items are still due Create an unlimited set of filters for fast easy look up based on your criteria MEMORIZED TRANSACTIONS Automatically Generate Transactions Search virtually every data field in the software Search for words phrases characters numbers and so forth Save and Name Searches Save time by creating commonly used searches and saving them Search As You Type Quickly narrow search results in a list All that you need to do is open a list and start typing Search Reports All reports include the ability to perform simple and complex searches sales aptora com Virtually any transaction type can be setup to automatically process on a schedule of your choice Set Reminders Reminders launch at a predetermined date and time for one or more employees Our Reminder system also displays Reminders in Aptora Mobile Il our bestselling Field Service Management software program You will never miss an important event Option to Confirm Memorized transactions can process automatically or they can require a confirmation A confirmation process helps to assure the transaction is correct before the transaction is committed to the general ledger www aptora com 913 492 9930 Contractors Building Software For Contractors COMPLETE PAYROLL SYSTEM Fully Managed Tax Tables All 50 USA states are covered We maintain all tax rules rates thresholds and o
7. allow you to comply with federally funded job without buying and learning complicated specialized software Worker s Compensation Create unlimited work comp codes and track payroll details by those codes This feature can reduce worker s compensation expenses and reduce liability by classifying labor expenses MS EXCEL AND WORD INTEGRATION Open any report in MS Word or MS Excel With a few mouse clicks you can open and edit any of the over 400 reports found in Total Office Manager Export Lists to Excel With two or three clicks virtually any report and any list can be exported and automatically opened in Microsoft Excel sales aptora com www aptora com 913 492 9930 Employee Efficiency Track hours paid against hours sold Track payroll expenses against gross profit dollars produced You can t manage what you can t measure Time Off Tracking Establish paid time off PTO rules and thresholds the payroll system will track eligibility hours used unused time etc Easy Payroll Liability Management The payroll system includes a great Pay Payroll Liabilities system that makes it easy to track and pay your taxes The system keeps track of who to pay how much and when it is due You will always have the correct information Reminders can be set so that you never pay late Federal Reporting Many federal forms are built in such as 940 941 W2 W3 1099 1098 and more We maintain these forms so that they ar
8. card statements can be precisely matched with the credit card transactions recorded in the software Secure Credit Card Numbers 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 an expiration date ROBUST DATA HANDLING CAPABILITIES Hundreds of Thousands of Records Total Office Manager was designed to handle large numbers of customers invoices inventory items and other key lists CUSTOM PROGRAMMING Have It Your Way Aptora has an in house staff of highly skilled software engineers We can add virtually anything to the software You don t have to outgrow our software it can grow with you Contractors Building Software For Contractors SUPPORT Full time Professionally Trained Employees We have a staff of full time native English speaking support personnel When you call for support you will be speaking to someone that is at least a Full Charge Bookkeeper We have degreed accountants CPA s IT experts and programmers We do not farm out technical support to another company or country TRAINING Comprehensive Videos Over 100 new training videos up to date for current versions of the software On Site Training We offer personal on site training for your staff We will send an expert to your company and provide you with customized training and assistance Live Personalized Internet Training Our one on one training i
9. dd a sales rep to every job Track closure rates sales commissions and more Extensive History One form displays ALL job information including accounting work orders contact log notes phone messages and everything else SCHEDULED REMINDERS Quickly Set Reminders for Multiple Employees The Reminder system allows you to set reminders for different users for different reasons and they work in the mobile software too Never forget another important task Mobile Reminders Reminders display on your mobile device Even when you are out of the office Total Office Manager will keep you on task WORK ORDER MANAGEMENT Add Required Parts and Tools 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 Convert Work Orders into Invoices 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 sales aptora com ACCOUNTS PAYABLE Positive Pay Capable We offer full support for the Positive Pay standard which helps reduce fraud and theft This standard is a requirement of some banks Create Unlimited Vendor Terms Establish a complete list of vendor and customer terms Automatically Calculate Early Payment Discounts Automatically calculates the correct time to pay the bill and
10. der points for inventory items and use Automatic Purchase Order system to reorder parts POWERFUL SEARCHING Search by Almost Anything PURCHASE ORDERS Auto Generation Purchase orders can be automatically created from invoices estimates work order and other processes This auto creation saves time and helps assure accuracy Automatic Inventory Reordering Our inventory reporting system automatically generates purchase orders when certain reordering points are hit This assures that you not fall below tolerable stocking levels PO Generation While Invoicing After saving an invoice the purchase order system will offer to create a purchase order one for all or one for each preferred vendor to bring your inventory levels back to your set stocking points Vendor Specific Pricing Enter part pricing by vendor When you create a PO the software uses that vendor s specific pricing Special pricing can also include notes BE sure you pay the price you deserve and not a penny more Create a Single PO for Multiple Jobs You may have multiple jobs and truck stock on one purchase order This saves time from not having to create separate POs like you do with so many other software accounting programs Set Company and Employee Limits Purchase orders can be protected with company wide limits and or individual employee limits Locate Open Purchase Orders It s really easy to identify what parts have not yet been received using the purchase
11. e always accurate Customized Reports Build your own payroll related reports You will have access to important payroll information when you need it Detailed Paystubs Many software companies miss the importance of a good detailed paystub Real managers know how useful an informative paystub is and so does Aptora You can select between a standard paystub or a detailed paystub that can span one or more pages Payroll Liability Adjustments It is easy for payroll manages to make adjustments to the company s or employee s payroll liabilities Sales Commissions You can setup sales commissions for each employee There are multiple calculation methods and rule possibilities including paying on profit margin not just revenue No double entry You no longer need to waste time managing complicated spreadsheets that are no integrated into your payroll system Please see the next page for more details MS SQL DATABASE MS SQL 2012 Total Office Manager was built to take advantage of Microsoft s SQL Server 2012 We provide your company with the free Express version which is totally adequate for many of our clients You may decide to select Microsoft s paid version Contractors Building Software For Contractors SALES COMMISSION EXPLANATION The sales commission methodology is one of the best things about our contractor specific payroll system Contractors pay commissions bonuses and spiffs many different ways You ar
12. e allowed to have multiple commission methods per employee and each method can be combined for greater flexibility Also commissions can be set for payment only if the invoice has been completely paid Here are some of the methods available Fixed Dollar Calculates a sales commission based on a fixed dollar amount This amount will be the same no matter what the invoice total is Percentage of Sub Total Calculates a sales commission based on the sub total of the invoice Sales tax will not be part of the calculation Percentage of Direct Cost Calculates a sales commission based on the direct cost of all materials and labor Sales tax will never be part of the calculation Percentage of Retail Labor Calculates a sales commission based on the retail price of the invoice labor Sales tax will never be part of the calculation Adjustable No sales commission will be calculated automatically You can add the amount manually This method offers complete flexibility and should be used when no other method applies Percentage of Gross Profit on Materials Calculates a sales commission based on the gross profit dollars for all materials The formula is Retail Price Direct Cost Sales tax will never be part of the calculation Percentage of Labor Cost Calculates a sales commission based on the cost of labor This comes from the Estimated Cost field on the labor item Sales tax will never be part of the calculation Item Commission Thi
13. en out in great detail to the audit trail sales aptora com www aptora com 913 492 9930 EXTENSIVE SECURITY Limit Form and Report Access You can limit the ability to view add edit delete inactivate and void any form or report Specific Form Security Certain forms have their own security preferences For example you can restrict the ability for one user to edit another user s timesheet entry This prevents people from clocking in or out for others You can restrict the ability for one user to edit another user s Contact Log entries This helps assure that the notes and thoughts of one person are not contaminated by another user Restrictions Based on Department location You have the ability to restrict access to information based on the department s assigned to a user This allows you to restrict a user from looking at invoices or customers that are not related to the department s they work in Restrictions Based on Warehouse You have the ability to restrict access to inventory information based on the warehouse s assigned to a user This allows you to restrict a user from looking at or selecting inventory that is not related to the warehouses they should be monitoring Example You can prevent a technician from selecting items from another technician s truck Password Management Strong passwords can be enforced and new passwords can be required on a time schedule of your choice All credentials are fully
14. k to create work order enter sales leads phone messages and more The related form opens with as much pre populated information as possible Reduce Phone Time Shave perhaps 90 seconds off of each phone call with our unique caller ID lookup system All Incoming and Outgoing Calls Are Logged Date time phone line number of rings duration customer name and other information is permanently stored in your database and available for analysis and auditing anytime you wish You can even access this information from your mobile device using Aptora Mobile II www aptora com 913 492 9930 Contractors Building Software For Contractors WAREHOUSE MANAGEMENT Quickly Move Inventory We offer multiple ways to quickly move inventory from one job to another or from one physical location to another These tools will save your Staff a lot of time managing inventory and that means more accurate job costing reports Year End Inventory Counts Numerous reports and utilities make locating counting and adjusting item quantities Restrict Actions Based on Warehouse You have the ability to restrict access to inventory information based on the warehouse s assigned to a user This allows you to restrict a user from looking at or selecting inventory that is not related to the warehouses they should be monitoring Example You can prevent a technician from selecting items from another tech s truck Reorder Points Set reor
15. me by Contact Generate more billable time with our stopwatch feature It will track every second spent on the phone or email Automatic Price Adjustments The retail price of items can be quickly changed on a global basis using numerous methods This makes price increases easy to handle with the least amount of labor hours Unlimited Price Levels and Markups The retail price can be calculated using hundreds of possible calculation methods ranging from simple markup to gross profit margin etc Track Manufacturer s Part Number Record the manufacturer s part number for any item and avoid the hassle of looking it up or trying to locate it within a generic notes field Truck Stock or Job Lists Create item lists for each of your trucks and common jobs These lists can be dependent on the technician department season and more Restrictions Based on Warehouse physical item location You have the ability to restrict access to inventory information based on the warehouse s assigned to a user This allows you to restrict a user from looking at or selecting inventory that is not related to the warehouses they should be monitoring Example You can prevent a technician from selecting items from another technician s truck Contractors Building Software For Contractors FLAT RATE PRICING Create Your Own Service and Installation Tasks Add and edit your own book of installation scenarios repair task and maintenance work
16. ntry Fields Keyboard Friendly We know some of you prefer a keyboard to a mouse so we have worked hard to provide plenty of keyboard shortcuts and provide a finely tuned tab order This will make data entry must faster Three Click Rule Our founder was a contractor He has a strict rule for our programmers to live by All common or important information should be no more than three mouse clicks away Information must also be easy for a contractor owner to find not just their office staff You will find that to be true throughout Total Office Manager Smart Lists Create custom content lists from almost any database table This feature is perfect for creating truck stock lists phone call lists or any other list of data that needs special attention Zip Code Database Enter a zip code and the system automatically populates the city state county and country This database can be updated by the user This will increase mailing address accuracy and reduce time entering records Certain fields within selected forms can be set to be required In other words the user will be forced to enter information into those fields before they are allowed to continue www aptora com 913 492 9930 Contractors Building Software For Contractors ENTERPRISE LEVEL ACCOUNTING Full Blown General Ledger Our self balancing general ledger is the heart of the system Complete Comprehensive Auditing All transactions were written to a de
17. ora com www aptora com 913 492 9930 Track Inventory by Vehicle Vehicles are rolling warehouses Total Office Manager allows for easy tracking of inventory by truck See what items are required for a job and view inventory before you dispatch a truck This can significantly reduce labor and travel expenses Create Kits and Groups Save time by creating lists of items Give that list a part number for easy data entry This makes entering numerous items faster and more accurate Item Manufacturing Create an inventory part from other inventory parts Component items are automatically removed from inventory and the resulting product of entered as a new item This advanced feature can be a huge time saver Costing and Valuation Methods Switch from FIFO LIFO and Weighted Average Cost to study the impact on your financial reports Switch anytime you wish Potentially reduce tax liability and improve the accuracy of your reports Actual Cost Method The exact cost of serialized items is used in all job costing reports Since equipment can be a large part of the job costing job costing is far more precise COMPREHENSIVE CONTACT LOG Better Note Taking Enter notes each time you speak with a sales prospect customer vendor etc Activity Reports Pull reports by subject or topic such as collections complaints employee reviews reprimands tardiness notes and more Filter by date employee customer etc Track Ti
18. ou need when you need it Consolidated Financial Reports Combine data from multiple separate companies into one income statement balance sheet and other selected reports Drill Down for Details Most reports include extensive drill down capabilities See something that you need details on Double click to view one detailed report after another until you are viewing the original transaction that started it all Union Payroll Reports Create a list of unions and associate them your employees A wide variety of reports have union related filters This gives users the ability to create payroll reports that can be filtered by union SALES AND ESTIMATING Create Custom Sales Proposals Create detailed estimates that include extensive notes Design your own sales proposal or select from dozens of built in templates Estimated versus Actual Tracking Run reports that indicate what you predicted versus what actually happened by job name data range and more Advanced Sales Tax Operations Sales tax can be calculated on retail price gross profit or direct cost and be different by line item Save time collecting and paying sales tax with software designed for your industry Change Orders Enter change orders on existing estimates Optionally print change orders Easily track what changes have been ordered and approved Create work orders for change orders Departmentalization All sales are tracked by profit center and department You will
19. presents that bill for payment with the proper early payment discount already calculated SCHEDULING AND DISPATCHING Day Week Month List Views Change the way work orders and appointments are displayed to meet the needs of each user Preferences are saved by user Open Two Schedule Boards Simultaneously Two schedule boards allow you monitor two different departments of groups at the same time Extensive Preferences and Options Hundreds of options make it easy to configure the look and behavior of the schedule board to meet your own specific needs Exact Time Rendering Work orders and appointments are rendering in their exact Start and End time timeslots With a quick glance you will see any and all open time slots or scheduling conflicts Schedule Board Profiles Create different was to view information such as service technicians new construction sales calls and more Switch from one profile to the next This allows you to organize the schedule board and manage large amounts of information www aptora com 913 492 9930 Contractors Building Software For Contractors DOCUMENT AND FILE MANAGEMENT COMPANY ASSET MANAGEMENT Fully Integrated Track Company Property Document and file management is built into Never search for an important asset again your customer vendor employee asset and company management systems Full Repair History and Service Records Organization of files and documents saves View e
20. s email and other information Locate records in three mouse clicks or less Complete Integration 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 Full Mobile Support All CRM flows through our optional mobile software This makes it easy for your employees to management relationships in the field and eliminate double entry ADVANCED INVENTORY MANAGEMENT Serial Number Tracking Equipment and parts can be tracked by serial number This makes searching fast and accurate Bin Location Tracking Allows you to establish and track an exact location within a warehouse or truck This makes it easier for employees to locate items Auditing inventory is less labor intensive Bar Code Scanning Print and scan bar codes to enter and relive inventory You can scan bar codes to fill out forms and lookup information You can even scan codes already on the container using the Item Alias feature This makes data entry faster and more accurate Item Aliases Create multiple part numbers for the same item Assign each vendor s part number to that item Scan your vendor s bar code to automatically enter or relieve inventory Multiple Business Locations Setup warehouse for different business locations Then easily view and manage the information all in one place sales apt
21. s commission is calculated by multiplying the Value times the Sales Commission field found on most item types Leave the Value blank or zero to use 100 of that amount Enter 5 to use 50 of the commission 1 5 to use 150 of that commission etc Service Agreement This commission method only applies to Service Agreement items The amount is a percentage of the Retail Price of the Service Agreement without regard to Sales Tax Variable by Invoice Calculates sales commissions based on the total price of the invoice with or without sales tax The sales commission multiplier can be varied up or down depending on the total amount Interested Call and ask us to show it to you sales aptora com www aptora com 913 492 9930 BANKING AND CREDIT CARD MANAGEMENT Positive Pay Capable We offer full support for the Positive Pay standard which helps reduce fraud and theft This standard is a requirement of some banks Bank Reconciliation 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 insure your books are accurate Account Register TOM makes it easy to review banking activity You can search sort and drill down on all transactions Credit Card Statement Reconciliation Like our Back Reconciliation system credit
22. s scheduled during a time that is good for you and your employees Annual Meetings and Workshops Our annual user meeting has become a favorite event among many of our users They are fun and very informative Please call us for upcoming dates and locations IMPORTING AND EXPORTING COMPREHENSIVE SECURITY Form by Form Report by Report Access Control You decide who can open view edit add void inactivate or delete any transaction You have full control over the access of any and all reports Comprehensive Auditing No matter what your security settings are all transaction and most other activity is written to a detailed audit trail That audit trail cannot be deleted or tampered with The audit trail can reduce the threat of embezzlement and fraud Form Date Stamping Each form indicates the name and date of the user that first created the data and the name and date of the person of who last edited the data DOCUMENTATION Complete User Manual We include a fully printed colorful user manual that is jam packed with helpful and detailed information Installation Manual We include a fully printed colorful user manual that is jam packed with helpful and detailed information Database Setup Guide Printed colorful user manual that covers the process of setting up your database and company files Complete User Manual We include a fully printed colorful installation manual that covers installation and initial setup step by step
23. tailed audit trail log that cannot be turned off or tampered with You will always know who did what to which record from what computer and exactly when Our audit trail can reduce the threat of embezzlement and fraud Fully Departmentalized Accounting Allows you to track in incoming and outgoing money by department or profit center True Automatic Double Entry The software takes care of the matching principle for you Never have to worry about balancing your books again Overhead Allocation by Department Automatic allocation of overhead by department This allows you to see the actual net profit of each department Never Close a Period You never has to close an accounting period If a mistake is found it can be correctly quickly Accounting Period Locking This allows you to lock an accounting period Editing financial information requires a special password Fast Adjusting Journal Entries AJE can be made quickly and easily We include a handy feature that allows you to automatically create copies of prior AJEs and automatic reversing Adjusting Journal Entries ADJs can also be memorized so that they are automatically created on a schedule of your choice This feature is controlled through TOM s extensive security Fast Easy Deleting and Data Cleanup As long as you have the permission to do so you can typically void or delete transactions and easily clean things up Your actions can be restricted and everything you do is writt
24. ther important payroll information Payroll is updated as needed with the software No Ongoing Fees Avoid costly ongoing fees Others charge 28 00 per month plus more for each and every employee That s after you have already bought their software We don t charge extra for payroll As long as you have an active support plan you can rest assured that you payroll system is always up to date Third Party Payroll Interface Export and import from ADP Paychex Paycor Paylocity WebPay and Sure Payroll You can maintain these formats or create your own from scratch Unlimited Payroll Items Create unlimited earnings taxes liabilities deductions additions and time off types as needed This offers extreme flexibility when it comes to setting up compensation methods Payroll Templates Save a lot of time when setting up employees Simply select a payroll template adjust the numbers as needed Direct Deposit Set up bank accounts for each employee and the payroll system does the rest You no longer need to print check and pay stubs can be paperless PDFs Save time and save money by reducing paper and processing costs Certified Payroll Allows you to produce a certified payroll report showing prevailing wages Davis Bacon wages for each employee Includes information such as company project employee name last four of social security number job classification hours worked overtime and more Built in certified payroll reports
25. ting data points on one place No longer hunt around piecing together different bits of information Track Marketing Performance Tracks all sales and expenses by marketing type Compares and analyzes marketing campaigns Know exactly which advertising and marketing campaigns have been a success and avoid repeating the failures Sales Letter Generator Design sales and marketing letters perform mail merges that go way beyond simple contact information and orint or email SALES LEAD MANAGEMENT Manage All Sales Leads Open the Sales Lead Manager sort and view every sales opportunity in the sales funnel Qualifications List Create a custom list of sales qualification questions including Yes No fill in the blank check off and more Qualify your prospects using an objective method Profile Questions Create a list of profile questions that can vary by product This allows you to have a systematic approach to data collection by product sales aptora com POINT OF SALE LIGHT SYSTEM Cash Drawer Our optional POS Light system allows Total Office Manager to work seamlessly with the cash drawer scanner and credit card swipe hardware CALLER ID OPTIONAL See who is calling and view account information before you pick up the phone See Account Info Instantly View account information before you pick up the phone Nearly instant customer lookup View pictures of your employee and clients Faster Call Handling Right clic
26. very bit of information related to any serial number or location time creates opportunities and reduces Track every penny spent maintaining your company s property legal liabilities A Attach Pictures Documents Manuals and Files Auto Document Scanning Any file on your hard drive can be attached to an asset This helps make Insert a document and click the Scan button identification faster and easier Total Office Manager handles the rest seamlessly Save time and money because no special external software is needed Tool Assignment Assign equipment and tools to employees Hold employees accountable for lost items Drag and Drop Attachments Simply drag and drop files to automatically create associations Drag and Drop will not work with Windows 7 Home Loan Tools Payday Loan to Customers or Jobs Track what tools and equipment were left at a customer s property such as fans pumps and monitoring equipment Optionally charge rent Depreciation Schedules Create depreciation schedules for your assets and improve the accuracy of your financial reporting Includes Straight Line Sum of Years Double Declining MACRS and Section 179 Powerful Search Quickly search by name category keyword description and more Never lose another important document CUSTOMER EQUIPMENT TRACKING Full Service History by Serial Number View a complete list of all service calls and an itemized list of parts and labor for each unit The
27. warranty coverage for parts and labor is also shown Check Warranty Status Quickly see when the equipment was installed and what warranty coverage is in effect Attach Pictures and Documents Photos diagrams and other documentation can be scanned attached for quick access in the desktop of mobile software f Liberty ni gata EES w atherty Lake SERVICE AGREEMENT MANAGEMENT a Red ORG H at Clayt mo Parkville g ky 4 North 1G tity Work Order Creation Automatically generate work orders when agreements are sold iy independenci l g Flexible Pricing Create as many price levels and discounts as you need ANN Rocishd Park i Shaw asion fr i Easy to Use Templates Merri iy I ee hope R m 6 r a 6 De Sato 7 Jan 0 Create time saving templates that automatically fill out service oto A _ Vy agreement prices terms description and more oo Pee eA cee P mneh e a o q Leawood S Lees Sumi Escrow Accounting Olath Gra ibas 4 oy Spreads service agreement income out over the life of the vel A f Green agreement automatically PA j eee g 4 s 7 sales aptora com www aptora com 913 492 9930 Contractors Building Software For Contractors CUSTOMER RELATIONSHIP MANAGEMENT CRM Track Your Interactions Manage interactions with current and future customers Full Tracking Total Office manager tracks phone messages appointments files document

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FEATURES &amp; BENEFITS

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FEATURES & BENEFITS