Author name: Arika

Over Twenty Years Experience in Accounting & Bookkeeping Over Fifteen Years Experience with Total Office Manager Arika started at Aptora as a Technical Support Specialist, headed up the Migrations Department, and is now the Customer Success Manager. As an expert in Total Office Manager and extremely skilled bookkeeper, she is an integral part of the Technical Support Department. She used to be deathly afraid of spiders and extreme heights. Just the thought of spiders made her want to scream and run or would paralyze her. She's since conquered these fears and now names the spiders she encounters while soaring the skies to visit customers and help them excel with Aptora product usage.

Mobile Tech as Sales Reps

In past versions, the invoices created from mobile used the technician as the sales rep. Now it uses the sales rep assigned to the customer. Please use the mobile technician as the sales rep when creating invoices in the field.

Expiration Dates and Codes for Marketing Types

It would be most helpful to associate expiration dates with a marketing type. This helps when multiple campaigns are in place. It would also be helpful to be able to assign a specific code like you see on coupons and websites for promotions. This is usually a code for specific promotions like Free Shipping on …

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Relocate Ordered By and Callback to Main Screen in AMII

To minimize clicks, it is helpful to see important information on the main screen of the work order. Can you get the Ordered By moved directly under the Duration on the main screen? Can we also relocate the Callback field directly under the Ordered By field? These two fields are information the technicians need to …

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Ability to See Start/Stop Time on Timesheets List

Please add the ability to see the Start Time and Stop Time as columns on the timesheet list. This will help technicians see the times recorded when they do not have the ability to edit the entries.

Add Filtered Hours Total to Aptora Mobile II

When filtering the timesheets under the menu or the column, it would be nice to see the total hours for the filtered results. This view ability has been requested by several technicians.

Ability to Classify Mobile Document Links

Add the ability for technicians to add a description and category when uploading document links.

Ability to associate branches to vendors

Add the ability to select a branch for vendors. This is helpful when a vendor has multiple locations that are ordered from but one remittance address.

Percentages on Income Statement Multi Dept Summary

It would be nice to have percentages added to the income statement: multi-department summary.

Ability to scan a QR Code for Items

We have a request to add the ability to scan a QR Code in Aptora Mobile II for adding items to transactions. This feature would only be for the mobile application at this time. Anyone interested in helping to fund this project, please let me know.

Employee and Customer Email Options for Emailing

When using the Alternate SMTP Emailer, emailing a work order would allow for selection of all employees assigned to a work order and all customer email addresses in the To, Cc, and Bcc fields.