Aptora Mobile - Model II - Field Service Management Software
Empower your technicians with Aptora’s award-winning field service management software. Mobile II connects your Smartphone or tablet to Total Office Manager software.
- Empower Your Technicians
Mobile access to all work orders, service records, equipment history, and warranty info in the field.
- Manage Your CRM and Sales Processes
Enter leads, create proposals, collect down payments, and sign the document on your favorite mobile device.
- Process Work Orders and Create Invoices
Quote options, capture signatures, and process credit cards.
- Access Your Financial Performance
View key performance indicators, daily sales figures, cash-flow, and over 100 important financial data points.
- Manage Jobs and Track Employees
View a complete mobile dispatch board. View job progress and timesheet info in the field.
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.
- 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
- 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
- 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).