Feature Requests

Feature Requests Submissions

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Showing ideas that are with tags
  • 1
    Invoices with Serialized items
    3 months agoopen0
    I would like to add a feature that when using serialized items in an invoice, you must choose the serial number before it will let you save/process the invoice. Currently this feature only applies to ... Read more...


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  • 2
    Sorting items on an invoice
    4 months agoopen0
    Add the ability to sort items already entered on an invoice by the item or description field. This would be useful on larger or In-Progress invoices to identify missed or duplicated items. Or on all i... Read more...


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  • 1
    Export/Import timesheets between companies
    4 months agoopen0
    THIS REQUEST is for the ability to export/import timesheets between companies. “On advice of tax and legal liability council" we now have a 2nd company ("LABOR”) that provides all manpower, pays empl... Read more...


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  • 2
    Email Route Preferences
    4 months agoopen0
    Designating multiple contacts on an account to receive estimates or invoices would be helpful. We have many clients that want to be cc's on estimates or have invoices go to a different address. This... Read more...


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  • 5
    Multiple Technicians assigned to one work order
    4 months agoopen0Offers to Contribute: $500.00
    My idea is to add the feature to add multiple technicians to one work order. Currently if we do a multiday/multi week job that has multiple technicians on it we have to duplicate the work order for e... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Gene: $500.00
  • 1
    stop watch hours need to match assigned hours on invoices
    4 months agoopen0Offers to Contribute: $250.00
    There is already 1 offer to contribute a total of $250.00 to have this work done.

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    Our thanks to the following contributors:

    • Kevin: $250.00
  • 3
    digital signatures on proposals
    4 months agoopen0Offers to Contribute: $500.00
    would be great to have the ability for customers to digital sign approval on proposals sent from TOM
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Kevin: $500.00
  • 1
    Create Time Card feature linked with Job Cost feature
    4 months agoopen0
    The stopwatch feature can only be used for job costing. If there was a feature to allow technicians to clock into idle time, appointments, lunch break, etc, then the stop watch feature could be used ... Read more...


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  • 1
    Remove "Amount Due:" on Signature Pane
    5 months agoopen0Offers to Contribute: $500.00
    We have commercial customers that do not want the site employees seeing billing information such as the amount due. Would like an option to not show the amount due on the signature pane of the work or... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Nicholas: $500.00
  • 1
    Mobile Home Screen Company Name
    5 months agoopen0
    I would like to be able to quickly see at the top or bottom of mobile our company name. Currently it only says Welcome Tony Blanca. Showing the company name will help when we are going back and forth ... Read more...


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  • 1
    CPO on Service Agreement
    5 months agoopen0
    Need to have a CPO field on the service agreement that would transfer to all work orders made from that service agreement.


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  • 1
    Job Cost Overview Report to include ALL employer liabilities
    5 months agoopen0
    The Job Costing Overview report is Aptora's recommended job costing report. There is an option on the employer liability setup to "Job Cost". However, the Job Cost Overview report does NOT include... Read more...


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  • 1
    ACA Report
    6 months agoopen0
    A report for that shows how many fulltime/fulltime equivalent employees you have each month is needed to determine, for the IRS, if you are an ALE employer or not. Any large employer would like this... Read more...


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  • 3
    Copy estimates
    6 months agoopen0
    Would like the ability in Mobile to be able to copy an estimate from one customer to another


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  • 1
    SHORT DATE
    6 months agoopen2Offers to Contribute: $500.00
    Simple request, but please make it where we can just put the 2 digit year instead of the 4 digit year --- i.e.: for 2023 we can put 12/14/23 instead of 12/14/2023. I know it's only 2 numbers but when... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Heidi: $500.00
  • 9
    Make Aptora Mobile Automatically a Step-by-Step Process
    6 months agoopen1Offers to Contribute: $500.00
    My idea is to make the work order a step-by-step process to make it easier for the technicians. Here is the format: 1. The technicians click the work order 2. The technicians click en route, worki... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Aptora: $500.00
  • 1
    Associate work order to sales opportunity
    7 months agoopen0
    please add a way to associate a work order to a sales opportunity. Currently no way to see that sales op has been created. you can see all other transactions from a work order history such as Purcha... Read more...


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  • 3
    Cancel an appointment
    8 months agoopen0
    It would be nice if you could cancel an appointment just like you can a work order. Some users don't have the ability to delete the appointment. So cancelling it would be nice to do.


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  • 1
    YTD for all earning codes combined
    9 months agoopen0
    We have multiple earning codes. Our employees are frustrated because there is not a total for all earnings on their pay stubs. There's a total on the "Print Preview Pay Stub", but not on the actual p... Read more...


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  • 5
    multiple push notifications
    9 months agoopen0Offers to Contribute: $0.50
    request the ability to add multiple recipients to automatic email, text feature.
    There is already 1 offer to contribute a total of $0.50 to have this work done.

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    Our thanks to the following contributors:

    • Kevin: $0.50
  • 2
    Mobile Notification for Lost Internet Connection
    9 months agoopen0
    Please add a notification to the mobile application notifying of lost internet (data) connection. This will help with technician frustration levels as currently the application just sits and spins. ... Read more...


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  • 5
    Shift+Enter Line Break in Item Descriptions
    11 months agoopen0
    Currently in work orders, under the items tab, when editing an item description, using the key combination shift+enter does not give a line break. I would like for the ability to add line breaks in... Read more...


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  • 5
    Auto Email by Choice
    12 months agoopen0
    What we're asking for today as a new feature is a way to show: We DO want the Customer to receive the reminder that we will be to their house for the system replacement, but we DO NOT want them to rec... Read more...


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  • 2
    Payroll Amount Breakdown
    1 year agoopen0Offers to Contribute: $1,000.00
    We would like to be able to see the amount being paid to the employee broken down. For instance if you click on the total amount in a payroll summary report, it just takes you to the check, which does... Read more...
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Amanda: $1,000.00
  • 5
    Inventory Transfer Directly from Estimate
    1 year agoopen0Offers to Contribute: $1,000.00
    To reduce the requirement to re-enter line items into an inventory transfer we would like to have a button on the Estimates the same as the "Reserve Items" button to load the inventory transfer form. ... Read more...
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Bob: $1,000.00
  • 2
    Change Hire Date to Start Date
    1 year agoopen0
    We would like to change all of the places where "Hire Date" is listed to "Start Date". Since start date and hire date are often different dates, we would like to change the software to reflect an empl... Read more...


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  • 3
    Auto update terms and tax info for sub customers
    1 year agoopen0
    We have many commercial customers that have some times up to 20-40 different locations (sub customers.) We would like a feature that would automatically give the sub customer the same terms and sales... Read more...


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  • 5
    Overtime warning message turn off button
    1 year agoopen0
    It would be nice if you could turn off the over "40 hours" warning. I have overtime earning codes in place but I still get this message.


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  • 3
    sort tap in processing checks with multiple invoices
    1 year agoopen0
    we would like to be able to sort invoices when processing a check currently you are able to sort by all the other options except the invoice number we have over a thousand invoices on each check and i... Read more...


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  • 3
    check processing
    1 year agoopen0
    When processing a large check with multiple invoices I can sort by everything other than the invoice number is there a way to make it that we can sort by the invoice number. Is there a way to be able ... Read more...


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  • 2
    sorting by invoice when processing a payment
    1 year agoopen0
    when processing a check with multiple invoices the only spot not able to sort is the invoice number. It would make this process a lot easier if we could sort by invoice number as that is the way i rec... Read more...


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  • 3
    Batch update estimate status
    1 year agoopen0
    We would like the ability to be able to batch update estimate status. This would help clean up the estimate status so that we can get proper reporting in the new contractor compass installation backlo... Read more...


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  • 2
    Change pager to gate code
    1 year agoopen0
    May I make a suggestion? I was trying to figure out where to put gate codes from communities so they would be permanent on the customers records so we didn’t have to ask every time and it would appear... Read more...


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  • 3
    etransfer option
    1 year agoopen1
    please add an etransfer option to the Vendor Pay bill screen!!


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  • 5
    Work order feature
    1 year agoopen0
    We would like for there to be a section within the notes tab on all work orders for mandatory repairs and recommended repairs


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  • 1
    Document manager scanning intergratuion
    1 year agoopen0
    Your document management system is nice, and pretty full featured, but it would be nice to when you go to attach a document, you could chose either attach from folder, or click a button that would up ... Read more...


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  • 0
    Escape Key
    1 year agoopen0
    For those of us that came from quickbooks. Having used it for YEARS, we are used to certain things. One of the more convenient things was, no matter what list, window you were in, you could hit the es... Read more...


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  • 3
    Asset Document Links Upload Feature
    1 year agoopen0
    Would like to be able to upload document links from Mobile for assets. Currently the feature is being used for customers and is on every form. It would be nice to be able to upload pictures of the Veh... Read more...


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  • 1
    Add Cell Phone Field to all Important lists
    1 year agoopen0
    The Cell Phone field which total office manager uses to auto text customers needs to be a header found in all important lists. Please add it to Customer Equipment List, Service Agreement List Work... Read more...


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  • 2
    TEXT customer base for marketing purposes
    1 year agoopen0
    I enjoy the auto text feature the customers receive for appointments/WO reminders, etc, But I would also love to be able to text customer groups occasionally about promotions going on from inside TOM ... Read more...


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  • 1
    Cell phone and e-mail on main work order Mobile
    1 year agoopen0
    On Mobile - when you open work order to see additional phone numbers like the cell number and the customer e-mail you have to click on customer, then go to contact info tab. We are in a rural area an... Read more...


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  • 1
    Update Price in Already Created Work Orders
    1 year agoopen0
    We are changing service agreement pricing and probably half of the work orders are already created and have old price - there is no way currently to update the pricing in the already created (like 750... Read more...


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  • 9
    Work Orders Status
    1 year agoopen0
    I'd like to suggest the ability to either change the status types, and/or the ability to add. Being able to do that would offer us greater range of colors on the calendar, allowing us easier color cha... Read more...


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  • 1
    Batch Update of Purchase Orders
    1 year agoopen0
    It would be beneficial to be able to batch update the stage for Purchase Orders as I would prefer to be able to change the stage to "Complete"


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  • 3
    Customer Account Updates
    1 year agoopen4Offers to Contribute: $500.00
    Be able to update an existing customer account name, contact info, and email without it changing the prior account history. This way all work history can stay on one account and everyone can see which... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Athena: $500.00
  • 2
    1099 NEC Printing
    1 year agoopen0
    Currently 1099 NEC does not print legibly in the IRS form nor any standard form from supply stores. Could you please submit a request to Aptora for this.


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  • 1
    Memo line deletion
    1 year agoopen0
    You have a bad design on your Transaction Details Report. (Maybe other reports) When you click the "Include Transaction Memo" box the Report is returned with the memos on the memo line. When the box i... Read more...


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  • 1
    Choosing Multiple Vendor Specific POs From Estimate
    1 year agoopen0Offers to Contribute: $500.00
    When inside an estimate, when you create POs, currently you can only choice "single" or "preferred" - if you have 10 vendors on your PO, "preferred" opens 10 POs. It would be great if we could chose ... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Heidi: $500.00
  • 1
    Bill Date vs Receive Date
    1 year agoopen0
    Could we get two dates on a bill. The receive date doesn't always correlate to the bill date. The receive date is of course when it's received and then a bill date to be entered (matches receive dat... Read more...


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  • 1
    Adding Client PO To Visible WO Layout
    1 year agoopen0
    Would you please submit a request to Aptora and see if they can add the Client PO to the visible fields on a work order? We have no way of seeing the dollar amount on the jobs without having to open t... Read more...


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  • 2
    Streamlining inventory counts
    1 year agoopen0Offers to Contribute: $500.00
    Would like to see the development of a dedicated inventory count module (in a lightweight or mobile version) - whereby you can scan a part using a bar code scanner (or search for it by name, category,... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Michael: $500.00
  • 4
    Mobile work order count
    1 year agoopen0
    In mobile, even if you have it set so that the technician can only see 1 work order at a time, they can still see a count of how many work orders they have outstanding for the day - this needs to be t... Read more...


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  • 2
    E-mail templates
    1 year agoopen0
    I want the ability to change what the e-mail template for statements and invoices say. I go to create statements (or invoices), click on the customer and click e-mail and a template comes up. I want ... Read more...


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  • 1
    Printing Schedule Boards
    1 year agoopen0
    Would love to be able to print schedule board for the service board as well as be able to expand and minimize the columns.


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  • 4
    Adding a feature to Inventory Review/Adj for warehouse physical counts on the Front-end
    2 years agoopen0
    Currently, the Inventory Review/Adj feature is ridiculous to use unless you have one item you're adjusting (I still don't use it for that as the Non-serialized items is more convenient to do an indivi... Read more...


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  • 4
    Invoiced indicator on work order
    2 years agoopen2
    when looking at a work order, if you could add a Line item under Open PO that says Invoiced and then in the box it would indicate yes or no so you can see if there is a invoice for this work order wit... Read more...


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  • 2
    Work Order Transfer
    2 years agoopen2
    Can a modification, enhancement or feature be created for us to transfer items on WO or Estimate from 1 warehouse to another warehouse or Truck Stock? Right now you have to transfer it using line by... Read more...


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  • 2
    'Date Last Purchased' filter for Invoice Items List
    2 years agoopen0
    Can you please create a 'Date Last Purchased' for the Invoice Items list? It would be super helpful for updating retail prices only on for recently purchased items.


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  • 1
    Discount
    2 years agoopen1
    Have an option to discount the total of a bill verse having to put a discount after every group/item.


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  • 2
    Message Customer Button on Work Orders for Aptora Mobile
    2 years agoopen0
    I know Aptora has a feature to text the customer when the technician changes the work order status to 'En Route', but there are instances where we don't always want this to happen. It would be more us... Read more...


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  • 3
    Schedule Board Map
    2 years agoopen0
    Put a way to click one spot and drag to another to know how long it would take to get there. Like a GPS


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  • 2
    Schedule Board Times
    2 years agoopen0
    Make the lines bolder on the hour lines


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  • 1
    Auto discounts for additional task
    2 years agoopen0
    One problem I am seeing know is that when I use the automatically use additional task discounts, it shows the discount for each additional task, can that feature be turned off? I would like to show th... Read more...


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  • 2
    Would like to limit access to the 'Date' field of an Estimate for Weekly Reporting
    2 years agoopen1
    Would like to limit access to the 'Date' field (top left) of an Estimate so that only certain people can input/update this data. The reason is, we report weekly how many Estimates are Awarded and thei... Read more...


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  • 1
    Journal Entry Document Links
    2 years agoopen0
    It would be nice to be be able to document a journal-entry (Journal Entry List). There may be one or more involved spreadsheets to document a journal entry, so being able to attach the spreadsheet to ... Read more...


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  • 3
    all pop up notes pop up on all customers
    2 years agoopen0
    We would like all pop up notes on all customers to come up without having to go into each profile and check off all 3 boxes for the pop ups. Can you make a formula in our system to make that happen a... Read more...


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  • 2
    Batch Update in PO List
    2 years agoopen2Offers to Contribute: $300.00
    Hello! Wouldn't it be super helpful to be able to batch update PO's in the PO List so we can close a bunch at once? Other helpful batch fields for PO's would be departments and stages.
    There is already 1 offer to contribute a total of $300.00 to have this work done.

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    Our thanks to the following contributors:

    • Mathew: $300.00
  • 2
    Input quantity for WO items
    2 years agoopen0
    It would be a time saver to be able to input item quantities on mobile when adding items to a Work Order. As it is, you add the items, hit back, and then edit (and don't forget to save) each item... A... Read more...


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  • 1
    Multiple BCCs on Mobile Emails
    2 years agoopen0Offers to Contribute: $300.00
    It is helpful for our office staff to get emailed copies throughout of Work Orders and Invoices Sent to Customers. Currently there is a spot to BCC ONE email, but we would like to have the emails go t... Read more...
    There is already 1 offer to contribute a total of $300.00 to have this work done.

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    Our thanks to the following contributors:

    • Robin: $300.00
  • 3
    customer
    2 years agoopen0
    add the customers address to show when the customer history is open


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  • 7
    Automatic Invoice Reminders
    2 years agoopen0Offers to Contribute: $2.00
    Ability to set schedules for sending automatic reminders for open invoices with templates based on the age of the invoice.
    There is already 1 offer to contribute a total of $2.00 to have this work done.

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    Our thanks to the following contributors:

    • Donna: $2.00
  • 8
    TOM payment link
    2 years agoopen0Offers to Contribute: $200.00
    Ability to have a payment link for invoices sent from TOM to be paid as they are in mobile.
    There is already 1 offer to contribute a total of $200.00 to have this work done.

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    Our thanks to the following contributors:

    • Craig: $200.00
  • 2
    View Technician's Notes on Work Order List
    2 years agoopen0Offers to Contribute: $50.00
    Can you add the option to view Tech Notes as a Column on the Work Order List? It would be great to be able to look at the day's calls and quickly review what was done, all in one place.
    There is already 1 offer to contribute a total of $50.00 to have this work done.

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    Our thanks to the following contributors:

    • Robin: $50.00
  • 1
    SA dates on pop-up notes
    2 years agoopen0
    We use the pop-up notes on every customer. We would like for it to have the customers SA dates at the top under name and number, so that way there isn't 2 other clicks to get to the customers SA agre... Read more...


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  • 7
    MAP Option to display unassigned calls
    2 years agoopen0
    We would like an option to display unassigned calls on the map so that we can see the proximity of calls to active calls. Also we would like the option to drop completed calls from the map as they ar... Read more...


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  • 5
    Automatic CC on client emails
    2 years agoopen2Offers to Contribute: $1.00
    It would be very helpful to be able to add a CC email address to a client's file so all the contacts get the correspondence.
    There is already 1 offer to contribute a total of $1.00 to have this work done.

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    Our thanks to the following contributors:

    • Kevin: $1.00
  • 1
    Allow the Ability to Disable Overdue Warnings on Aptora Mobile
    2 years agoopen0
    The Reason for this would be to remove the ability for techs to see how many general calls they have on them for the day , As once any call set on Aptora mobile has been on a tech for longer then 60 m... Read more...


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  • 1
    Add Name and Email to Mobile WO and Invoice
    2 years agoopen0
    Please give the option to display Customer Name and Email on Mobile Work Orders and Invoice


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  • 1
    MOP Automation for Cash Discounts
    2 years agoopen1
    We offer a cash discount. It would be awesome if when the Tech selects the method of payment, an item for cash discount (if applicable) is added to the invoice.


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  • 5
    Showing Cost on Work Orders
    2 years agoopen3Offers to Contribute: $500.00
    Can we please see the cost column for items on the WO. There are so many costs that either get missed or the cost accidently goes into the price column. This is absolutely needed!
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Heidi: $500.00
  • 1
    viewing inactive customers in Mobile
    2 years agoopen2Offers to Contribute: $100.00
    Please make it possible for the technicians to view ALL customers in Mobile. Both active & inactive. As a 74 year old business we have a great deal of work history & a considerable customer ba... Read more...
    There is already 1 offer to contribute a total of $100.00 to have this work done.

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    Our thanks to the following contributors:

    • Liza: $100.00
  • 1
    Paychecks on Bills List
    2 years agoopen0
    When using outside payroll service and posting the paychecks it goes thru vendors Bills. Can you direct the outside payroll service checks to Print Paychecks so they do not show on the Bills List as a... Read more...


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  • 1
    Hide payroll bills from outside payroll service
    2 years agoopen1
    Anyone who has access to view the bills list can see payroll information. Can you change the feature to Print Paychecks instead of sending the posted payroll to the Vendors Bills? Too much inform... Read more...


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  • 1
    employee list modification in mobile
    2 years agoopen1
    please add the ability to modify/add/change available employee fields in mobile. Field staff need the ability to access real time info for peer contacts. Currently, we utilize a phone system that al... Read more...


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  • 2
    Add the Asset Number to PO and Bill History Screen
    2 years agoopen0
    We have a specific sku used on a PO when something is being purchased as an asset of the company. When that SKU is used, my purchasing manager creates the asset on the PO (Very convenient BTW) and now... Read more...


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  • 3
    Mobile Tech as Sales Reps
    2 years agoopen0Offers to Contribute: $1.00
    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 crea... Read more...
    There is already 1 offer to contribute a total of $1.00 to have this work done.

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    Our thanks to the following contributors:

    • Kevin: $1.00
  • 2
    Overdue workorder count
    2 years agoopen1
    On mobile, I would like to be able to turn off the count that says how many overdue work orders each technician has. Right now we can turn off access to work orders beyond the one they are one, but i... Read more...


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  • 3
    work order reimbursable
    2 years agoopen1
    should have the ability to ad reimbursable items to a work order and not just an invoice.


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  • 3
    insert invoice items
    2 years agoopen1
    ability to insert line items on an invoice. presently you can only add new items to the last row of an invoice.


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  • 1
    We would like an alternative method to document what items were used.
    2 years agoopen1
    Please Note: Aptora Edited The Original Post for Clarity: We realize that inventory material does come out automatically if invoiced properly, but for inventory purposes it would be nice to have a ... Read more...


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  • 1
    Filter option on Time Off History Report
    2 years agoopen1
    Please add a filter option for Time Off History Report that will filter out obsolete Time Off/or unneeded Time off items


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  • 3
    Priority displayed in mobile
    2 years agoopen3Offers to Contribute: $200.00
    The update took away the techs from being able to see the priority displayed without having to open work orders. We used it all the time in the field
    There is already 1 offer to contribute a total of $200.00 to have this work done.

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    Our thanks to the following contributors:

    • Shelley: $200.00
  • 2
    Workers Comp Reporting
    2 years agoopen1
    Currently the Workers Comp Report only includes data for employees utilizing timesheets. It would be great to have it calculate all hours/wages for all employees, including salary/exempt employees so... Read more...


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  • 1
    Receiving payments- adding option to include address
    2 years agoopen0Offers to Contribute: $200.00
    When receiving payment, having the option of adding a column to show work address. We have builders that have 500+ sites and sometimes their payment stubs only shows the working address, not the site ... Read more...
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    • Shelley: $200.00
  • 13
    Work Order Time Stamp
    2 years agoopen3
    It would be very beneficial to have a time stamp of when a work order was first created. It would also be helpful to see the time stamps for each revision of a work order.


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  • 2
    1099-NEC 3-UP (Three on a page)
    2 years agoopen0Offers to Contribute: $1.00
    Dear software department: Please create an option for three 1099-NEC on a page. According to our office supply rep they do not make two on a page 1099-NEC forms which is the only forms your software ... Read more...
    There is already 1 offer to contribute a total of $1.00 to have this work done.

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    • Shelley: $1.00
  • 2
    Work Order Stage - Permissions
    2 years agoopen0
    We would like to see the ability to restrict the Stage field on Aptora Mobile


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  • 5
    Items in Form Builder
    2 years agoopen0
    A discussion has been taking place on Facebook in regards to adding the ability to select items from the item list in Form Builder.


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  • 9
    Inactivate Certain Automated Text Messages
    3 years agoopen0
    Currently, all text messages are either on or off. You cannot "inactivate" one of the messages like you can for emails. Can you add this feature? Customers are texted when the Tech is En Route, Workin... Read more...


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  • 3
    Ability To Make A Copy Of An Assembly Item
    3 years agoopen0
    I would like to create a new Item Assembly by copying an existing Assembly Item because the information and Bill Of Materials is almost identical. Similar to the ability with an Inventory Item.


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  • 10
    DOC LINK Forms to Auto Save and Auto Generate in Mobile
    3 years agoopen0
    DOC LINK Forms to Auto Save and Auto Generate in Mobile - Without having to hit generate PDF on the printer icon everytime. Techs get in a hurry and forget to hit generate 2 out of every 20 froms


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  • 5
    Paycheck Stubs on Mobile App
    3 years agoopen0Offers to Contribute: $100.00
    Our Company is almost 100% paperless and I would like for our Employees to have access to their pay stubs in the mobile application rather than having to print them!
    There is already 1 offer to contribute a total of $100.00 to have this work done.

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    • Heather: $100.00
  • 10
    Favorites Feature on Custom Data View
    3 years agoopen0
    Hello I would like to request a "Favorites" or "Often Used" feature in the Custom Data View Reports. I have to scroll half way down for a report I use every day and to the very bottom for another that... Read more...


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  • 1
    Prevent Emailing from Mobile
    3 years agoopen0
    Is there a way to prevent techs using mobile from sending a WO, Invoice, or other email to a specific customer in the field? Is there a setting in TOM that would prevent email abilities for a certain ... Read more...


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  • 13
    Company Preference to Make WO Type a required field on WO.
    3 years agoopen0
    Can you add a Required field option for WO Type? For us it is a must and filters and workflows depend on someone picking a type. Currently, you can save with the field blank. Please make it an option ... Read more...


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  • 3
    Amazing Idea - Autofill Detailed Description based on WO type selected
    3 years agoopen0
    The detailed description box on our work order is very important. (as it is for every TOM User) It describes all the ins and outs of the work order. Sometimes questions get missed when a work order i... Read more...


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  • 2
    Make Work Order Private/Tech Notes Growable/Scalable Window in TOM.
    3 years agoopen0
    Can you please enhance the work order form to have a scalable note field. We tend to have a lot of notes that are crammed into a tiny note box. I would like to see the note field expand and fit the wi... Read more...


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  • 6
    Item Reservation List
    3 years agoopen0Offers to Contribute: $1,000.00
    1.) Allow the user in TOM to use the "Reimbursables list" in the work order forms. Many times adding reimbursables to an invoice is too late in the process as the techs have already performed the work... Read more...
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    • Michael: $1,000.00
  • 6
    “Inventory Replenishment” form by warehouse
    3 years agoopen0Offers to Contribute: $4,500.00
    Add a filter to the "Inventory Replenishment" form to so that it can look at inventory on hand, the min/max/reorder point, sales activity, etc. on a per warehouse basis. This will help generate invent... Read more...
    There are already 2 offers to contribute a total of $4,500.00 to have this work done.

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    • Michael: $3,500.00
    • Tony: $1,000.00
  • 11
    Included brief description and detailed description notes in customer history note field.
    3 years agoopen0Offers to Contribute: $250.00
    I think it would beneficial to every company to have all the notes fields included in the work order tab of the customer history screen. In order to see the original purpose for going out on a call, y... Read more...
    There is already 1 offer to contribute a total of $250.00 to have this work done.

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    • Heidi: $250.00
  • 7
    Equipment shortcut from Customer List
    3 years agoopen0
    Create "right-click" shortcut to view Equipment from Customer List. Also, have "Year Mfr" be viewable from the equipment list. Goal is for office to know age of equipment quickly to know if they s... Read more...


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  • 12
    Ability to see who is scheduled with the Work Order
    3 years agoopen0Offers to Contribute: $1.00
    Would be great if on the mobile version the technician could see who is also scheduled to be with them on the job and what time. Would be great if the GeoTracker app would show which Lead technician ... Read more...
    There is already 1 offer to contribute a total of $1.00 to have this work done.

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    • Dan: $1.00
  • 5
    Enhancement Request - Deposit Payments - Ability to Drill Back on an item
    3 years agoopen0
    Enhancement Request - Deposit Payments - Ability to Drill Back on an item, instead of having to go out and into Accts Receivable items - Thanks


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  • 4
    Closing multiple PO's at one time
    3 years agoopen1
    I recommend entering a feature request to allow for bulk closing. Currently closing a PO must be done one at a time


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  • 5
    Bulk Uploader in Mobile II
    3 years agoopen1Offers to Contribute: $200.00
    It would be great to get a bulk uploader in Aptora Mobile II that allows us to select 25-75 files and before they are uploaded show a preview as well as allow us to tag or change the description of th... Read more...
    There is already 1 offer to contribute a total of $200.00 to have this work done.

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    • Laura: $200.00
  • 6
    Statement payment link
    3 years agoopen1Offers to Contribute: $200.00
    Would like the ability to include a payment link when sending statements from TOM similar to the invoice payment link in Mobile.
    There is already 1 offer to contribute a total of $200.00 to have this work done.

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    • Laura: $200.00
  • 10
    Document Manager
    3 years agoopen4Offers to Contribute: $300.00
    First need to be able to customize the File Name and Alias. This could be an option when setting up forms or creating links. Choose what you want to include in file name such as: WO#, Cust Name, WO De... Read more...
    There is already 1 offer to contribute a total of $300.00 to have this work done.

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    Our thanks to the following contributors:

    • Tina: $300.00
  • 3
    GEO TIME
    3 years agoopen1Offers to Contribute: $1,000.00
    Need to use GEOTIME for our crewman. Crewman do not need to access mobile. The need to be able to use a 4 digit pin to login. Select the location/work order they are at for the day and hit Working/... Read more...
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Tina: $1,000.00
  • 5
    Completion Date for Work Orders
    3 years agoopen0Offers to Contribute: $500.00
    Need to know the exact completion date. This could be a prompt for a date when completing work order. Currently there is no way to know the exact date of completion. It should be the date scheduled... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    • Tina: $500.00
  • 1
    Financial history total in CustomerJob and Sales Opportunity list fields
    3 years agoopen0
    In addition to the balance and total balance, I would like to see the historical total of sales for the customer jobs list. I want to know how much a customer has been billed out for without having to... Read more...


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  • 5
    Cheque Types
    3 years agoopen2
    REALLY REALLY be nice to have more options on the pay vendor screen, like etransfer or EFT AND also beable to "unprint" in that screen


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  • 3
    Sales Opportunity Improvement
    3 years agoopen5
    Allowing mobile users to see the stage of their sales calls. When they are updating their stages they cannot see the stage for the customer unless they go into the customer. It's not very productive i... Read more...


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  • 2
    Emailing A Sales Opportunity To Sales Person - Show Work Address
    3 years agoopen0
    Creating a Sales Opportunity and tagging the Work Address however when sending an email from the Sales Opportunity Menu it populates the Bill To Address. This email to the sales person needs to reflec... Read more...


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  • 2
    Pin Job's/WO's
    3 years agoopen0
    Would like to be able to "pin" Job's, WO's, List that we commonly use to the information Center. Similar to File Explorer


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  • 4
    Applied Job Burden
    3 years agoopen0Offers to Contribute: $500.00
    Can we create an option to apply overhead burden to invoices and jobs based off a fixed dollar amount per labor hour charged to that job/work order i.e. charge $40 of overhead per labor hour expended ... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    • Michael: $500.00
  • 6
    Retail Price Updates
    3 years agoopen0
    Would like to request the ability to batch update the retail price for only certain categories of inventory items (rather than everything) - for instance, we have experienced a massive increase in the... Read more...


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  • 1
    Item Repair
    3 years agoopen1
    I would like to add (Create Item Repair) to be generated from an excising PO


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  • 3
    Reminder Email - Time Slot Scheduled
    3 years agoopen0
    Currently reminders go out 12PM the day before. I already have a request and understand there may be a change adding the ability to change the time it is sent. This is a different request to add "Time... Read more...


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  • 6
    Automated Text - Ability to Inactivate/Activate Text Options
    3 years agoopen1
    There are four different text message options available to auto-send to customers; we really only have the use for one. Please make it possible to inactive/activate any necessary automated text messa... Read more...


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  • 1
    DIscounts always show as 1 on progress billings
    3 years agoopen0Offers to Contribute: $50.00
    I would like the discount to show 50% if you have a 50% billing and not 1 as it shows now.
    There is already 1 offer to contribute a total of $50.00 to have this work done.

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    • Joan: $50.00
  • 2
    Mark Up Tables
    3 years agoopen3
    Would like the ability to change the mark up table at the job level as a pre-set setting. We do a ton of work for contractors - some are bid (flat rate), some are time and material, and some are cost ... Read more...


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  • 7
    Separate client emails for work order and invoice notifications
    3 years agoopen0
    We have several clients where they have requested the work order notifications be sent to one email address and invoices sent to a different one. Currently only one email address is supported in TOM/M... Read more...


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  • 8
    Add Quantity Adjustment to the Add Items Page on Mobile
    3 years agoopen2
    It would be tremendously helpful if we could have the ability to add a quantity at the same time as adding the items using Mobile. It would reduce a step as well as allow our technicians to see the d... Read more...


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  • 5
    Mobile Push Notifications
    3 years agoopen0
    Mobile push notifications were available in one of the older version of mobile, and were referenced in the product manual. Is this something that we could look at bringing back?


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  • 8
    Require WO Type Preference
    3 years agoopen0
    WOuld be helpful to be able to require a WO Type be Selected similar to how a department is required. Some Reports don't seem to list WOs with no type


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  • 4
    Stage request for mobile invoices
    3 years agoopen0
    Can you please add the stage filter option for the invoice search module. I would like to be able to select invoices by stage. Or add Stage column on Invoice list on Mobile II.


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  • 2
    Add "Lock Price" to "Item" import or add a batch lock/unlock for inventory items
    3 years agoopen0
    I would like to be able to batch "Lock and unlock" the price of inventory items. One of two ways will work for me. 1. Add a "yes or no" column to the importer so the items can be updated 2. Add a batc... Read more...


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  • 2
    Timesheet Earning Item
    3 years agoopen0
    In Mobile security is either granted or denied to the advanced tab on Manual Timesheet entry. Is it possible to have the Earning Item on the time entry tab? This would make it easier for the field tec... Read more...


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  • 6
    ZONE WORK ORDERS on the Schedule Board
    3 years agoopen2Offers to Contribute: $5,000.00
    This is one idea for zoning but open to suggestions. Zoning Zip Codes by Color Groups. If these five zip codes = Blue Work Orders on the Schedule board your call taker would be able to quickly see whe... Read more...
    There is already 1 offer to contribute a total of $5,000.00 to have this work done.

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    • Amanda: $5,000.00
  • 2
    Remove Software Update in Mobile
    3 years agoopen2
    We have noticed that all our mobile users are now being notified on their home screen that a software update is available for the server side of mobile. Our field users do not need to know this. The p... Read more...


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  • 12
    Form Builder Enhancement (TOM Mobile)
    3 years agoopen7Offers to Contribute: $1,000.00
    Form Builder in Mobile: I don't see where I can require the form that I build to be filled out for a select Work Order Type that I choose? so it doesn’t allow the tech to change the status of the WO ... Read more...
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Amanda: $1,000.00
  • 3
    Enter (New Customer Details) from Scheduling Wizard
    3 years agoopen0Offers to Contribute: $1,000.00
    Love the idea of Scheduling Wizard. But for our gals on the phone to stay in one place while taking the phone call, they need to be able to enter (New Customer) details as well. Right now it only allo... Read more...
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Amanda: $1,000.00
  • 2
    Add Date Selector to the Contact Logs in Total Office Manager
    3 years agoopen0
    I use the Contact Logs extensively and often want to view entries based on a date range.  This is especially important when using the employee contact log because I have specific topic filters that I ... Read more...


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  • 4
    TOM Contact Log
    3 years agoopen2
    Right now there is no recorded history of invoices or correspondence sent from Mobile. We suggest, particularly with invoices sent from mobile, that they be recorded to the ToM contact log so there is... Read more...


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  • 4
    Client PO in History
    3 years agoopen3
    Our Commercial Industrial customers mostly work off their PO numbers for jobs. We can see the client PO in each work order but it would be nice to have a column in history under work orders for the Cl... Read more...


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  • 3
    Exclude Any Item from the Markup Table
    3 years agoopen2
    Please give the ability to exclude any item from the markup table. When the item is excluded the price would be determined by the retail amount on the item level. This could be done with a check box... Read more...


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  • 5
    1099 Reporting
    3 years agoopen0
    1099 - print only those that are over $600, distinguish vendors between 1099-misc and 1099-nec, pick up journal entries when vendor is assigned, email and e file on behalf of user.


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  • 1
    Journal Entry Import - Improvements
    3 years agoopen0
    Please consider adding the ability to import journal entries directly to a work order and asset. This is very useful for job costing and prevents one less step (more efficient!) Also consider tagging... Read more...


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  • 5
    More Phone Numbers Flowing to Mobile II Work Order
    3 years agoopen3
    There needs to be more phone number options on the work orders in Mobile II. Two or both possible solutions would work here. 1. Have the contacts tab for the customer profile available in mobile II... Read more...


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  • 3
    Approval Process
    3 years agoopen2
    I would like to see an approval process similar to the PO, Invoice, estimate process. This is to allow others in company to create but not use till approved by select persons.


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  • 3
    Expiration Dates and Codes for Marketing Types
    3 years agoopen0
    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 ... Read more...


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  • 5
    After Hours Service WO Time Sheets Tied to Specific Payroll Item
    3 years agoopen0
    Would like to see a way to link after hours work orders to an overtime or double time payroll item through the time sheets. This could be done through the WO type being set to After Hours which would... Read more...


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  • 1
    Alert for Mobile Purchase Order's
    3 years agoopen0
    Would be great if you could be alerted when a technician creates a purchase order in mobile. And if it could automatically be emailed to a preset email (s) such as your parts manager. I can't find ... Read more...


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  • 1
    Check stub alignment
    3 years agoopen0
    It would be really helpful if there was an option to align the check stubs and paystubs in your program. Printers do not have alignment features, at least not that I am aware of. Software programs u... Read more...


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  • 1
    Automated Email:Settings and Available Place Holders
    3 years agoopen1
    In the Available Place Holders it would be nice to have the option to use Employee Alias. The only option is employee first name. If my legal name is Antonio that is what we put in the employee file f... Read more...


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  • 6
    Track small Tools & Equipment that get checked out to WO's
    3 years agoopen2Offers to Contribute: $1,000.00
    Working with Adam today to see how we could track assets like, small tools and equipment that get checked out for WO's upon request. How to check them in and out and know where they currently are at (... Read more...
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Amanda: $1,000.00
  • 1
    Auto Change Cust:Job on Purchase Order Items
    3 years agoopen0
    We would like the ability to auto change the Cust:Job on all items in a Purchase Order if you change the Cust:Job in the Vendor Information section. This would be similar to the function currently av... Read more...


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  • 3
    Add WO Stage to the static view on hover
    3 years agoopen0
    Please add the WO stage to the static view on hover right under the work order number. The stage field has been a game changer for many businesses using Total Office Manager and should be viewable whe... Read more...


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  • 2
    2% Net 10 Discount
    3 years agoopen1
    I think the way that the program determines the auto discount is flawed there should be additional options to toggle on and off for the Terms when they are entered into the system as to what things th... Read more...


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  • 2
    Edit of Parent not affecting Children
    3 years agoopen2
    Please add the functionality of editing the parent account details like Company Name and DBA Name to auto Filter or an option to apply to all children. We had a company change their name and now have ... Read more...


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  • 5
    Add customer phone # to hover pop-up on Schedule Board
    3 years agoopen0
    Problem: On the New Schedule Board (NSB), the hover pop-up window for Appointments does not display the customer's phone number (see attached image), whereas on the hover pop-up for Work Orders, the ... Read more...


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  • 8
    Custom Data View Checker
    3 years agoopen0
    Can you please add the ability to sort or filter on the name and update yes or no columns? The list is getting pretty big and it would help. No a big deal though. I wanted to add it before we forgot.


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  • 2
    Relocate Ordered By and Callback to Main Screen in AMII
    3 years agoopen0
    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 relo... Read more...


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  • 2
    COMMISSION MEMO on Commission Reports!
    3 years agoopen3
    WE RESPECTIVELY REQUEST THIS FEATURE ENHANCEMENT: INCLUDE THE COMMISSION MEMO ON THE COMMISSION TRACKING REPORT PLEASE. I've been advised there is currently no way to include Memo information input o... Read more...


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  • 1
    Estimate to Sale
    3 years agoopen0
    We utilize SOM and estimates. When an install estimate is accepted we will typically turn the estimate into an invoice to bill the customer as Aptora training says. But when a customer comes in to pay... Read more...


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  • 7
    ADD "SAVE & NEW" OPTION TO CUSTOMER EQUIPMENT
    3 years agoopen1
    We think this used to be an option, but now can only "Save & Close". When entering multiple pieces of equipment, the "NEW" option would be must faster.


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  • 1
    "Estimate Item Details” and "PO Item Details” reports in custom data view.
    3 years agoopen3
    I could not find an existing report, so if there is one let me know. I also reached out to tech support who replied there is not an option. I need both estimate and PO item detail reports. Similar... Read more...


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  • 4
    Ability to See Start/Stop Time on Timesheets List
    3 years agoopen0
    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.


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  • 6
    Add Filtered Hours Total to Aptora Mobile II
    3 years agoopen0
    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.


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  • 1
    Password Reset on next login
    3 years agoopen0
    Can we add the ability to both TOM and Mobile that would force password reset on next login? Similar to how you can mange passwords in Office 365 and Active Directory.


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  • 5
    Equipment user fields
    3 years agoopen1Offers to Contribute: $1.00
    Why can't we access user defined fields from the equipment screen on mobile 2?? i have filter sizes and such listed in those user fields on TOM, but techs have no access to these.
    There is already 1 offer to contribute a total of $1.00 to have this work done.

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    • Suzanne: $1.00
  • 6
    History “Show All Children” Option Instead of Entire Family
    3 years agoopen0
    When browsing history for customer, it would be nice to have an option in addition to entire family, to just show the children (not the parent) of a sub. We have master Parent (level1) that also h... Read more...


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  • 1
    Lock the Unit Of Measure
    3 years agoopen5
    After an Item is created and used the Unit of Measure should be locked (i.e. unchangeable). The issue is, when it is changed during use, the Item Rebuild does not track the history of the changes, an... Read more...


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  • 2
    Contract Price Aliases for Estimates/Invoices
    3 years agoopen0Offers to Contribute: $500.00
    I have a suggestion that may help a lot of companies. We sell products to many different builders. The serialized equipment is on quoted contract prices that are good for several years. Each of these ... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Bryan: $500.00
  • 14
    Copy Estimate details to work order
    3 years agoopen2
    Once an estimate is awarded and we begin creating work orders to schedule the job details it is frustrating that the notes and details on the estimate must be copy/pasted onto each work order. It woul... Read more...


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  • 1
    Inventory Rebuild - Local Admin Password
    3 years agoopen3
    Aptora inventory goes sideways at points (still not sure why). General Journal list and then going to 'Rebuild Item Register'. This requires a password. This password is something that Aptora has. Thi... Read more...


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  • 4
    Add Customer Equipment To Mobile II Work Order
    3 years agoopen0
    Would like to have the Work Order in Mobile include the Customer Equipment Info when printing similar to printing it from TOM


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  • 3
    Install Date Field On Invoices That Populates Equipment Dates and Prints on Invoices
    3 years agoopen2Offers to Contribute: $500.00
    Please add a date field that can be set as a semi-required field for "Install Date" to invoices (ie. a warning message that says "Install date is blank, please verify the install date is accurate."). ... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Bryan: $500.00
  • 4
    Automated Email Reminder Place Holders
    3 years agoopen0
    Can we please add time slot promised? It would help when we are attempting to advise a customer of estimated arrival time. Thank you


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  • 3
    create an option for mobile
    3 years agoopen0Offers to Contribute: $25.00
    when "stop time" is selected from a mobile work order. the default is that the "complete work order?" box is checked. Force the tech to choose whether to complete the work order or not. Or: give us... Read more...
    There is already 1 offer to contribute a total of $25.00 to have this work done.

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    • Brad: $25.00
  • 3
    Add Expected Date for PO to PO tab in Customer History.
    3 years agoopen0
    I would like to see the PO expected dates in the customer history screen for POs. We regularly use customer history for full snapshots but we have to open each PO to get the eta. Particularly with the... Read more...


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  • 2
    Filter customers list by "last contact"
    3 years agoopen0
    I would like to see the "last contact" field that is currently in the Sales Opportunity list also added to the customer list as well. This will allow you to see the last time you contacted a custome... Read more...


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  • 7
    Contact log in mobile
    3 years agoopen2
    We would like to see when an email is sent from mobile that a contact log entry be made for that customer. Sometimes we do not know if the tech actually emailed the customer from the field or not.


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  • 2
    Create / Edit Multi Day Work Order In Aptora Mobile
    3 years agoopen1
    Currently the only way to create a multi day work order is in TOM. It would be nice for an admin or manager to have the ability to create or edit multi day work orders in Aptora Mobile when they aren'... Read more...


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  • 1
    Customer payment deposit locator
    3 years agoopen0
    Please add a right click feature in the customer payment screen for the payment history. Specifically to find the deposit that includes that customer payment.


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  • 1
    Eliminate Vendor Requirement When Bar Code Scanning to Work Order & Inventory Transfer
    3 years agoopen0
    Now that the Bar Code Scanning feature on an Invoice no longer requires choosing a Vendor it would be very beneficial if this ability is added to Work Orders and Inventory Transfer. Eliminating the n... Read more...


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  • 5
    Company Preferences for Emails
    3 years agoopen2
    We would like the ability to format emails from TOM as we see fit. Specifically we want to include "NOT AN INVOICE" on emailed work orders. This is because our customer's keep paying work orders, r... Read more...


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  • 2
    Modify Time for Automated Text Message
    3 years agoopen0Offers to Contribute: $100.00
    Can you update so we can change the reminders from 12:00PM to another time? We typically schedule our calls later in the day, so they are not assigned or scheduled until after 12 the previous day.
    There is already 1 offer to contribute a total of $100.00 to have this work done.

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    • Robin: $100.00
  • 2
    Sort Bar Code Labels When Printing
    3 years agoopen0
    Would like the ability to sort Bar Code Labels by General Bin Field so when printing they appear on the label sheet in order of the General Bin. Currently they sort based on Item Name. Total Office Ma... Read more...


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  • 3
    Be able to duplicate estimates in a work order on Mobile
    3 years agoopen0
    We would like to be able to make the biggest estimate for a customer, duplicate it and delete items to create multiple options quickly for the customer This functionality is available in TOM


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  • 2
    Ability to associate invoices to estimate
    3 years agoopen0
    The ability to associate an invoice to an estimate. Assign to estimate similar to assign to work order. This would allow us to bill from the mobile work order and not have to recreate an invoice and o... Read more...


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  • 3
    Add "Now" Button in Work Order for Adjusting Time in the Field
    3 years agoopen0
    Field team members using Aptora Mobile have to Edit their work order to adjust their time when they are "EnRoute" and again when they arrive at the jobsite and "Start Working". Please add a "Now" but... Read more...


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  • 3
    Save all when you get Yellow Screen
    3 years agoopen1
    The ability to "save all" or at least save new when you get the "Beautiful" yellow screen so you don't lose what your working on. You allow me to pause what I am doing to type notes in the yellow box ... Read more...


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  • 6
    Payroll Employee Timecards/Reports
    3 years agoopen1
    It would be nice to have payroll timecards, reports, paystubs & checks sort the same, ie first name or last name. When reviewing timecards and then printing reports/checks they should print out i... Read more...


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  • 5
    Database Checkup Utility
    3 years agoopen0
    Ability to filter list by Zero Cost to reduce the amount of time it takes to fix zero costing invoices.


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  • 3
    Increase Tech Notes Box Default Size
    3 years agoopen3
    Our techs are complaining while using the Aptora Mobile App the tech notes box in work order is very small. We know when using the web browser version you can adjust the size of this box but it the ap... Read more...


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  • 3
    Warehouse Bin Location on PO or Item Receipt
    3 years agoopen0
    Warehouse Bin Location on PO or Item Receipt similar to how it prints on a pick ticket so when receiving parts you can quickly see where to put the parts away.


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  • 3
    Payroll Liabilities Report
    3 years agoopen3
    Payroll Liabilities really needs a report that shows balances as of a certain date. We need to know what makes up the year-end Balance Sheet Payroll Liabilities number and there is no way to get thi... Read more...


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  • 2
    Printing Customer Account Balances
    3 years agoopen0
    I'm looking for a way to print the total customer account balance on a custom invoice. When sending customer reoccurring invoices, it would save time to show the customer if they have an existing bal... Read more...


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  • 5
    Batch Emailing
    3 years agoopen1
    We do reoccurring billing every month and quarter. We are getting more customers that opt for emailing their invoices vs mailing. It would be time saving to have the ability to somehow batch email eve... Read more...


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  • 6
    Seasonal Toggle for Inventory Items
    3 years agoopen2Offers to Contribute: $500.00
    Add a "Seasonal" toggle or yes/no checkbox to turn this on inside of the Setup Bins, Reorder Points, and Locations for all Inventory Items. Inside of that would include checkboxes for the Season to tu... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Kristy: $500.00
  • 4
    Copy Filters
    3 years agoopen0
    Ability to copy an existing filter. When copied it would save as "copy- name of original filter". Then you could edit the filter and rename.


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  • 12
    New Feature Request Notification
    3 years agoopen1
    I would like to be added to a notification list when a new feature request has been submitted by an Author . The notification should have a link that directs me to the feature request. There are alot... Read more...


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  • 6
    Quick access button for customer contacts email
    3 years agoopen0
    I would like to add a button on the email screen that would allow you to toggle between email address in the customer's contacts tab in the customer file. Right now the email template auto populates ... Read more...


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  • 4
    Ability to associate branches to vendors
    3 years agoopen0
    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.


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  • 5
    Man Hours Instead of Labor Minutes
    3 years agoopen3
    Provide a preference to use Man Hours instead of Labor Minutes


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  • 8
    Ability to Select One or More Contacts from the Contacts Tab When Texting
    3 years agoopen0
    Regarding automated texting. Add the ability to decide which contacts from the Contacts tab will receive an automated text message or email. The work order form should have easy access to these settin... Read more...


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  • 4
    Budget by Department Rollup to One
    3 years agoopen0
    The ability to have a budget for departments fall under a parent budget for the entire company. So that departmentalized budgets can be combined into one Company budget.


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  • 3
    Allow for same credit card on multiple accounts in TOM
    3 years agoopen0Offers to Contribute: $1.00
    We have many customers with multiple accounts or sub accounts, that use the same credit card to pay via BatchEpay or individually. The problem is that once we set up a payment profile for the custome... Read more...
    There is already 1 offer to contribute a total of $1.00 to have this work done.

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    Our thanks to the following contributors:

    • Mark: $1.00
  • 5
    Filtering by dates....
    3 years agoopen0
    please consider adding the ability for custom dates on list filters. currently limited to year, quarter, month, week, day and "empty" add the ability to filter by "dates between"


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  • 3
    Form Preferences, Only Click Once
    3 years agoopen3
    Unscheduled work orders~When using Form Preferences to shorten the work order columns, once you open the form preference and then open show columns, you can only click one item at a time as it takes y... Read more...


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  • 2
    Email lists
    3 years agoopen0
    if i send an email from the "send email" on the menu, it remembers the last chain of emails i have sent out to, however if i send "PDF email" it will only ever remember the first one saved, major pain... Read more...


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  • 4
    Show Item Cost on Work Orders in TOM
    3 years agoopen2Offers to Contribute: $1,000.00
    It would be really great to see the cost of items on a WO within TOM. For example: It's hard to put in misc. items in that had to be bought and not put the true cost on the WO. When an invoice is ma... Read more...
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Heidi: $1,000.00
  • 1
    Name and Address on Work Order/Invoice Notifications
    3 years agoopen1
    Currently, generated notifications (to assigned users, not customers) does not include the Customer Name or Address. It only provides Wo#, Date, Incorrect Time and Notes. Can you add Customer Name and... Read more...


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  • 2
    Scheduling Wizard - "Starts With"
    3 years agoopen0
    Please update the search function in the Schedule Wizard to "Starts with" rather than "Contains." Currently it finds the first name with the first few letters entered and you have to awkwardly scroll ... Read more...


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  • 0
    Mobile Work Order
    3 years agoopen0
    When converting a work order into an invoice, the box labeled "mark as complete" is automatically checked off. I would like to either be able to take that box away entirely, or at least have it defa... Read more...


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  • 14
    Mobile Forms - Email functionality
    3 years agoopen4Offers to Contribute: $355.00
    If our field employees could have similar functionality to email forms once completed in mobile as they do with invoices. At this time the only way to email a form would be for the field employees to... Read more...
    There are already 3 offers to contribute a total of $355.00 to have this work done.

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    Our thanks to the following contributors:

    • Robin: $5.00
    • Paul: $100.00
    • Gene: $250.00
  • 2
    Pick Ticket Location Field
    3 years agoopen0
    Pick Ticket Location Field on Estimate. Form Preference in Invoice/Estimate List so you can view this from the invoice list so you don't have to use your memo field.


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  • 3
    Ability to see stage/status from history screens
    3 years agoopen3
    Ability to see the work order status, stage from the item history screen. Ability to see Estimate Status/Stage and Purchase Order - Stage. This way if you need to see how many of an item you need to... Read more...


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  • 1
    Track Serialized Items from Assemblies
    3 years agoopen2
    The ability to track inventory serialized items in an assembly. As you build the assembly you link the individualized serialized item to each assembly so when the item is posted to the invoice it allo... Read more...


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  • 8
    Multiple Email “From" Accounts For Outgoing
    3 years agoopen0
    I would like to see an option to add multiple email accounts for mailing. We do a lot of email from accounts like Orders@ AR@ Info@ and our own personal emails. Currently we email ourselves and then r... Read more...


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  • 2
    Total Sales Summary report including subcustomers
    3 years agoopen0Offers to Contribute: $150.00
    I would like to be able to run a report that gives me our top builders/customers for a year. Since our builders all have sub customers, I have to run the report individually.
    There is already 1 offer to contribute a total of $150.00 to have this work done.

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    Our thanks to the following contributors:

    • Shelley: $150.00
  • 3
    Add Work order type to Employee Time sheet reports
    3 years agoopen0Offers to Contribute: $100.00
    We would like to be able to run employee time sheet report by work order type. At least the ability to include work order type in the report
    There is already 1 offer to contribute a total of $100.00 to have this work done.

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    Our thanks to the following contributors:

    • Shelley: $100.00
  • 2
    add column in work order history
    3 years agoopen0
    add column in work order history (timesheet tab) to display earnings code *This is already available in the customer/job timesheet history tab*


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  • 2
    Ability to use ITEM RESERVATION/groups & AI Billing together
    3 years agoopen0
    The way AI billing and ITEM Reservations work if you use an ITEM Reservation it doesn't play nice with AI billing. If you use ITEM reservation then it does not show billed 100 percent so in the module... Read more...


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  • 1
    True Sales by Sales Tax Report
    3 years agoopen1
    Currently the sales by sales tax code shows the cost of materials for use tax. This report should show sales generated by those tax codes.


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  • 1
    Auto numbering for Jobs
    3 years agoopen1
    Be able to have TOM start auto numbering our jobs instead of the job name


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  • 4
    Cell Phone Column in SA List
    3 years agoopen0Offers to Contribute: $100.00
    Please add the Cell Phone column from the customer in the Service Agreement List. That way it can be exported and used to call the clients for renewal OR it can be exported and imported into a text me... Read more...
    There is already 1 offer to contribute a total of $100.00 to have this work done.

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    Our thanks to the following contributors:

    • Kristy: $100.00
  • 8
    NEW Time Tracker
    3 years agoopen0
    when correcting an employees time sheet, where the work order number is missing, when entering the correct work order number, it changes the employees entered time. causing a problem, it alters the t... Read more...


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  • 2
    Ability to see item reservations allocated to a job
    3 years agoopen0
    The Ability to see item reservations allocated from a job and Parts on order without having to manually check each part of have multiple windows open that "crash" or under perform in the software. To ... Read more...


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  • 2
    Batch update stage from Invoice/Quote list
    3 years agoopen0
    Ability to batch update stages on invoices/estimates and credits like work orders.


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  • 2
    Time Tracker Plus - Select multiple database
    3 years agoopen0
    Can we have the ability when setting up a new device in Time Tracker Plus to be able to select a second database instead of forcing to the first database in the list. We operate multiple companies and... Read more...


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  • 2
    Reimbursable by WO #
    3 years agoopen1
    Our Controller has suggested that it would be nice to be able to pull the "reimbursable" report by work order # instead of just by customer name. In our office everything is by the Work Order Number


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  • 10
    Ability to add multiple barcodes to an item
    3 years agoopen0
    I like we can add aliases however when I have multiple barcodes for the same item that is coming from one vendor, I do not have a way of adding the additional barcodes without adding additional items.... Read more...


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  • 2
    Sales Tax Vendor Filter
    3 years agoopen0
    I would like the ability to filter by Sales Tax Vendor in the Pay Sales Tax form and on the Sales Tax Detail/Sales Tax Liability reports. Should this be added, It would be great if the filter in all t... Read more...


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  • 2
    Hide Non Sales Tax Groups
    3 years agoopen1
    With the recent change in the software that verifies sales tax items in a sales tax group upon saving an invoice, we now have to change our process. Because we ONLY add sales tax groups, finding a spe... Read more...


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  • 1
    Enter Asset Odometer/Meter Usage from Work Order in Mobile II
    3 years agoopen1
    When assigning an Asset to a Work Order we would like the technician to be able to record the Odometer/Meter Usage reading from the work order while using Mobile II.


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  • 1
    Bills By Customer:Jobs Report
    3 years agoopen0
    add item Qty to lines. currently Item name, amount, description, vendor total


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  • 4
    "Created By" and "Modified By" Fields Lists and Data Viewa
    3 years agoopen0
    Please add "Created By" and "Modified By" fields to all lists, particularly WO and Invoices but on all lists (i.e. customer, PO, Estimates, Sales Opportunities, etc.) Please also add those fields to... Read more...


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  • 1
    Scheduling Wizard Enhance
    3 years agoopen0Offers to Contribute: $1,000.00
    Love the new scheduling Wizard Phase 1. Next update hoping it will allow us to schedule a (new) customer account from there as well, not just existing customer accounts. Also, allow us to right click ... Read more...
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Amanda: $1,000.00
  • 5
    Batch Update Stage All Lists (invoice, PO, etc.
    3 years agoopen1
    I would like to see the batch update stage available in all lists. Just like it is in WO list. For example we use stages on invoice for warranty tracking. We have some where stage was missed and n... Read more...


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  • 2
    Mobile Work Order Requirements
    3 years agoopen0
    Require description when creating a work order in mobile. Currently a work order can be created but it is blank.


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  • 3
    1095C & 1094C
    3 years agoopen2
    Form 1095C & 1094C created. We need this form for yearly filings. All of the info is already in Aptora, the report just needs to be built out.


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  • 1
    "Additional Information" Field on PO
    3 years agoopen0
    Please add an additional field in the "Shipping Information" section of purchase orders so that information that is required by some shipping partners can be included. Using existing fields like notes... Read more...


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  • 1
    Stage to be visible in Item History
    3 years agoopen0
    Requesting the field "stage" be viewable in all tabs under item history. IE if you use line item stages from a quote, and need to order parts you can see that part needs to be ordered/pulled or reserv... Read more...


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  • 2
    Preference to Not Add Group Header/Footer to PO
    3 years agoopen0Offers to Contribute: $150.00
    It would be nice to not have the header and footers of groups populate on a purchase order. Is it possible to get this option added to the PO preferences?
    There is already 1 offer to contribute a total of $150.00 to have this work done.

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    Our thanks to the following contributors:

    • Samantha: $150.00
  • 2
    Adjst Work Order duration for "live" start and complete
    3 years agoopen3
    Our work orders have certain durations for certain work order types. It would be helpful that if when our technician performs the service faster, or takes longer, that the work order view on Scheduler... Read more...


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  • 4
    HubSpot Integration
    3 years agoopen1Offers to Contribute: $1,000.00
    Have you heard of HubSpot? If not, it is THE top used marketing program in the USA. We use it and would really appreciate having tom interface with it. We can provide more details if there is any inte... Read more...
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Jeff: $1,000.00
  • 1
    Dashboard
    3 years agoopen1
    So I have been told by support I click backs and performance issue within TOM because of power user performance being in every aspect of the software at all periods of time. This causes the need to ha... Read more...


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  • 2
    Geo Time Tracker
    3 years agoopen4
    Can you please add an option to round time to the nearest 1/2 hr. it would speed up payroll processing tremendously. Since it's still in testing mode it would be great to make is happen sooner than ... Read more...


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  • 1
    New Time Tracker Program
    3 years agoopen4
    Can you please add an Option to round time to the nearest quarter hr? it would speed up payroll processing. Thank you for your consideration.


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  • 5
    Text Request API
    3 years agoopen2Offers to Contribute: $1,000.00
    We have VoIP phones and have been using Text Request for a couple of years now. We are able to text to and from our actual Business number. We are able to create categories, send mass texts to custome... Read more...
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Kristy: $1,000.00
  • 2
    Create Work Orders from Assets
    3 years agoopen1
    The ability to create and appointment from assets for scheduled service, inspections so you can schedule it on the dispatch board and keep history from the asset. Another idea would be to link a asset... Read more...


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  • 4
    W2 Export FILE
    3 years agoopen2Offers to Contribute: $1,000.00
    We NEED a W2 export to upload to SSA. We have well over 100 W2's. To hand key them creates the ability to make HUGE errors. This is not something I want to handkey. PLEASE create a export for this!
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Tina: $1,000.00
  • 3
    Payroll Summary show SS Wages
    3 years agoopen0
    Would like for the Payroll Summary Report to Subtotal for Federal Wages (Gross - Health - 401K) and Subtotal for SS Wages (Gross - Health) This would add yet another layer of reconciliation back to t... Read more...


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  • 6
    Ability to export 1099 and W2 info
    3 years agoopen4
    We use Aptora payroll, and each year we have issues with compliance stuff (1099-NEC not working, IRS 940 not working, IRS 941 page 2 not printing, etc). All known issues when we file our ticket. If ... Read more...


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  • 3
    View additional techs assigned in Mobile WO
    3 years agoopen1
    Would like to have techs be able to see who else is assigned to the same work order in mobile.


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  • 3
    Add invoice details to Invoice Item Details Custom Data View
    3 years agoopen0
    Please add the invoice "Details" to the custom data view for invoice item details.


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  • 9
    Schedule board sync to a real world Calendar
    3 years agoopen0
    I am not sure if this is the format but it would be LIFE CHANGING if there was an ability for my mobile devices calendar to sync with Schedule board. android or apple


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  • 6
    A/P aging and AR aging custom data view
    3 years agoopen0
    I think all Total Office Manager users would agree that an AP aging and AR aging custom data view would be very bennificial and would allow customization of these very standard business reports. For ... Read more...


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  • 3
    Primary customer Invoice
    3 years agoopen1
    We would like the ability for Sub Customer/Jobs to be able to invoice the primary customer record. We have property managment clients that have multiple sites and the invoices and statements should c... Read more...


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  • 3
    Form Builder
    3 years agoopen7
    Can we add another column to the list of completed fields date create, primary entity and created by can we add a column for which piece of equipment it is. This module has not seen much improveme... Read more...


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  • 4
    Work Order Item Notes
    3 years agoopen0
    The Work Order Item Notes should be visible in Mobile. When previewing the Work Order. As well as when previewing and printing the Work Order in TOM.


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  • 1
    INVENTORY RE-ORDER REPORT
    3 years agoopen4
    We need Clean concise Inventory Reordering Report to have more clearly defined columns to trigger reorder point qtys. Need separate clear columns. item #/item description/wh/ current oh/rop/qty to re... Read more...


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  • 2
    Check out the Scheduling Wizard!
    3 years agoopen2
    Love where TOM is going with this Scheduling wizard idea! For phase two of it, I'm suggesting that if the customer's name not found in the drop down menu (step 1) that the call taker is able to click ... Read more...


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  • 4
    Customize Work Order TABS *FAVORITES*
    3 years agoopen0Offers to Contribute: $500.00
    I see many request for this or that to be added or moved to the General Tab on the Work Order. It would be GREAT to have a **FAVORITES** Tab Where you could add the fields your company uses, order the... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Tina: $500.00
  • 6
    Mobile item quantities
    3 years agoopen1
    Need the ability to change the quantity of items when adding the items as the items are selected.


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  • 1
    Balance of Payment In payment list
    3 years agoopen0
    Ability to filter from payment list by customer with payment on account. This way you know if payments were applied incorrectly or how much money is sitting out unapplied at a quick glance.


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  • 2
    Executive Summary by Date
    3 years agoopen0
    Our Administrative staff loves this report but they can not pull it by date. When you pull the report it is at that current time and date. Is there a way to pull the report as of a certain date? This ... Read more...


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  • 2
    Add inventory to equipment
    3 years agoopen2
    When adding parts to the system a box that you check if you want that part to automatically add to equipment like serialize items do. This would save a ton of time manually entering non-serialized eq... Read more...


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  • 4
    Retail price lock
    3 years agoopen1Offers to Contribute: $100.00
    Is it possible to have the retail price lock, also lock the markdown markup method on invoices and estimates? I have employees changing the global setting on and estimate and not resetting the markup ... Read more...
    There is already 1 offer to contribute a total of $100.00 to have this work done.

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    Our thanks to the following contributors:

    • Chris: $100.00
  • 2
    Customer Approval percentage
    3 years agoopen0
    Is it possible to get a percentage of the customers approve or decline of the repairs and/or services offered to them? Ex. When we are booking existing customers if we can see on their front page th... Read more...


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  • 7
    Mobile Auto logout.
    3 years agoopen7
    I'm very concerned that the new mobile never logs a tech out from the server. We do a lot of government work and I worried that leave the connection open to my mobile server could be exploded and wou... Read more...


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  • 3
    Reimbursables from work order item tab
    3 years agoopen0
    Would be nice for a tech to see the reimbursables from the add items tab on mobile, and desktop versions.


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  • 4
    Schedule Board Map and Schedule Board Profile Enhancement
    3 years agoopen0
    The schedule board map is an effective visual prompt to schedule work orders. The first of my two part feature request would be to have an "always on feature" that would show maybe a small photo or na... Read more...


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  • 1
    Mobile Form Settings (Inventory)
    3 years agoopen3
    Would like to be able to select an option (tab) to turn off or on to be able to show or not show inventory parts on any forms we send to our customers using mobile. We sell services or group items and... Read more...


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  • 6
    Re-size signature box on Mobile
    3 years agoopen3
    While using Mobile II on iPads, our signature box on the workorders or the invoices are pretty small. - customers cannot sign their signatures. We're getting them to try initials, but a stylus doesn't... Read more...


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  • 1
    New Schedule Board Sales List Feature Selection
    3 years agoopen0
    Would like to have the Invoice/Sale/Credit/Estimate as an option on the side schedule board list. This would be a nice feature to be able to select and see what has been sold or estimated on a particu... Read more...


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  • 1
    Reminder List Enhancement
    4 years agoopen0
    Add selection box for customer name. Would like to see an improvement with the Reminders List. When a customer calls and approves a job our dispatchers will put in a contact log and reach out to the s... Read more...


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  • 1
    Right click options in CDV Sales by Customer
    4 years agoopen0
    Add the ability to right click and access customer history in the Sales by Customer Custom Date Viewer. If I am working in this CDV and want to look at the customer history, I have to open(edit) the ... Read more...


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  • 1
    Asset - Parent & Child
    4 years agoopen0
    Would like to see the ability to have a Parent & Child relationship for an asset. The idea being that we can have a asset that includes various major components for which we want to track expens... Read more...


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  • 0
    Ability to scan a QR Code for Items
    4 years agoopen0
    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 ... Read more...


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  • 2
    Document Link
    4 years agoopen0
    Allow for new document links and to view document links on receive payments page. like you do for bills and payments. This feature would let you save copies of e-transfer statements, and Cheques for b... Read more...


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  • 3
    Employee and Customer Email Options for Emailing
    4 years agoopen0
    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.


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  • 6
    Item reservation
    4 years agoopen1Offers to Contribute: $500.00
    When creating an invoice from a estimate that has reserved items on it. it duplicates the lines. An option for this not to happen would be nice.
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Dennis: $500.00
  • 3
    Zero AR statements in list to send
    4 years agoopen1
    Why show zero balance statements in the statement process? It would be much easier to process the statements if we were only seeing the ones that actually have a balance owing.


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  • 11
    Add Equipment Column to Work Order Item Tab
    4 years agoopen3Offers to Contribute: $1,900.00
    When creating an invoice from a work order, the parts on the items tab transfer to the invoice. The Invoice then has an equipment column to indicate where the part was used. Shouldn't the tech be a... Read more...
    There are already 4 offers to contribute a total of $1,900.00 to have this work done.

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    Our thanks to the following contributors:

    • David: $500.00
    • Kristy: $500.00
    • Gene: $500.00
    • Craig: $400.00
  • 2
    Stage On Inventory Part
    4 years agoopen3Offers to Contribute: $250.00
    Ability to add a stage to a part for inventory counting purposes. IE - Counted / Not Counted/ New to Inventory/Not Stocked. Also ability to batch update the stage of the inventory part.
    There is already 1 offer to contribute a total of $250.00 to have this work done.

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    Our thanks to the following contributors:

    • Ashley: $250.00
  • 1
    Batch Update Item
    4 years agoopen0
    Ability to batch update "General Bin " under Batch update item


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  • 1
    Add "Terms" to the Aptora Mobile Purchase Order Form
    4 years agoopen3
    Communicating to the accounting department how an item is purchase in the field is a very important component to a successful AP program. I would like the Terms field to be added to the Purchase Ord... Read more...


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  • 1
    Add "Terms" as a required field preference
    4 years agoopen0
    The PO is the starting point for correct AP records. Having the correct info from the individual purchasing the items is vital to preventing future corrections. When dealing with multiple accounts, it... Read more...


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  • 2
    TOM Mobile Schedule Board View
    4 years agoopen1
    During afterhours emergency service hours our on-call dispatchers don't have access to their office 'schedule board' offered on the desktop Total Office Manager to reference where to quickly place c... Read more...


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  • 2
    Alert when our Maintenance Customer agreement
    4 years agoopen0
    We would like to have an Alert sent to us how ever on a daily basis about agreements expiring


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  • 2
    Add Alerts to customer files
    4 years agoopen0
    We would like to add a Pop Up alert when we open a customers file either making and appointment or work order or just opening a customer file we would like a alert like a past due alert for a pending ... Read more...


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  • 1
    Credit Card Authorization Code Visible On Bank Reconciliation
    4 years agoopen0
    We need to see the Credit Card Authorization Code when performing a Bank Reconciliation to cross reference the payment from the report received from the processing company. It currently shows the Che... Read more...


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  • 2
    Geo Time Address Report
    4 years agoopen0Offers to Contribute: $500.00
    Have report that would show clock in and out location in address form instead of Longitude & Latitude. Also would like the ability to GeoFence Jobs and pull report as well.
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Tina: $500.00
  • 2
    GeoTime for Jobs and Active Work Orders
    4 years agoopen3Offers to Contribute: $1,000.00
    The ability for employees (who do not need access to Aptora Mobile) to select an Active Work Order that is not assigned to them. Also the ability to select a Customer Job. It would be great to have ... Read more...
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Tina: $1,000.00
  • 2
    Selecting multiple bills to pay
    4 years agoopen0
    Adding the ability to select multiple bills for a vendor to pay without having to Select All or having to click the little box over and over again. Example: Select 1, hold Shift or CTRL and select a... Read more...


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  • 3
    Serialized product-not cleared from records when returned
    4 years agoopen0
    Accurate serial number tracking is the reason for locking them in the system. It's not accurate if you can't put a returned and repurchase serial in the system without adding a modifier. Example: Aug... Read more...


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  • 2
    Reconciliation Note Box
    4 years agoopen0
    I think a note box in the reconciliation screen would be incredible helpful. I do weekly reconciliations of our accounts. A lot of times you end up chasing something down or have to step away. Or some... Read more...


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  • 2
    Appointment end time for Mobile
    4 years agoopen3
    I’m a service tech that has to create appointments for time sheet entries when I’m not running calls and using work orders. Is it possible that we can have a time entry on are end time? Or use the tim... Read more...


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  • 3
    Intuitive Bar Coding Options
    4 years agoopen1Offers to Contribute: $5,000.00
    As it sits now, the barcoding only works if you are sitting in from of TOM, and put the curser where it needs to fill in. It would be helpful, to start out with, if when you use the bar code feature... Read more...
    There is already 1 offer to contribute a total of $5,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Heidi: $5,000.00
  • 1
    Database Checkup 0 Cost filter
    4 years agoopen0
    Add the ability to filter the Database checkup Invoice/Sales/Credits by Old 0.00 so when your fixing 0 costing mistakes it takes les time to filter through the list. This would reduce the hours of tim... Read more...


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  • 2
    Access reimbursables for Mobile II Invoicing
    4 years agoopen0
    It would be nice for the techs to be able to access reimbursables from mobile II while invoicing from the field. This would be ideal when the tech returns for the repair after PO was received. Would a... Read more...


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  • 2
    Add department to the filter selections in Asset Manager
    4 years agoopen0
    For every asset there is a place to enter a department, but if you want to set up a filter showing the assets in that department, the department field is not listed. Please add department to the list.


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  • 2
    Require work order tech notes
    4 years agoopen1
    Require staff to add a note to work orders when changing status to work complete. Do not allow status change without note


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  • 1
    Edit Parent Contacts and push to Sub Accounts
    4 years agoopen1
    We have found when a customer has multiple locations (50) under one parent when there is an update to the contacts we have to update each sub account individually. It is nice during creation of the su... Read more...


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  • 1
    Zip Code Notes
    4 years agoopen0Offers to Contribute: $500.00
    In the Zip Code Item list... Allow Notes to be attached. An example would be: "This zip code requires Occupational Tax, add tax info" So that when a zip code is selected any special operating condit... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Tina: $500.00
  • 5
    Balance Billed Percentage/$ Value
    4 years agoopen3
    In the Invoice/Sale/Credit/Estimate List a quick way to see if ESTIMATES have been billed with the Percentage billed and Value Amount as a column preference.


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  • 2
    Add Customer Balance/Total Balance to Sales Opportunity Manager List Columns
    4 years agoopen0
    We monitor all our sales through Sales Opportunity manager. Seeing if the customer has an open balance and total balance would be very helpful for monitoring sales progress from one place.


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  • 8
    A quick add to equipment button
    4 years agoopen0
    A way to add a group of items from an invoice to equipment and be able to edit the user define fields within each item on the invoice. Or when you save the invoice there is a check box add to equipme... Read more...


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  • 8
    Ability to Copy & Paste Email from Work Order
    4 years agoopen1
    Hi! Please consider allowing the ability to Copy & Paste the customer's email address in the Work Order Address tab. This would make the transition from Aptora to an email platform more efficient,... Read more...


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  • 2
    Add description to mobile
    4 years agoopen0
    Under Customer Equipment list, add the option to include description.


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  • 1
    Employee Count on Reports
    4 years agoopen0Offers to Contribute: $250.00
    Please add the employee count on reports. The number of employees reported is required on many filings, i.e. State Withholding, SUI, and Local Taxes.
    There is already 1 offer to contribute a total of $250.00 to have this work done.

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    Our thanks to the following contributors:

    • Tina: $250.00
  • 7
    WO Page/Email Options - Include "Ordered By"
    4 years agoopen0
    Please change the Company Preferences for Work Orders to include the field "Ordered By" in the list of fields you can choose to add to an email/text message.


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  • 3
    Add the tax calculator on the Vendor Credit Form
    4 years agoopen0
    The tax calculator on the Enter Bills form is great. Can it be added to the Vendor Credit form as well?


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  • 4
    Invoice Refreshing (Payments/Credits)
    4 years agoopen0
    2 Problems I run into frequently. 1) When editing an invoice with a payment on it, if it goes negative it gives you the "can't have a negative amount" warning. If you open the payment and un-apply... Read more...


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  • 2
    Mobile - Ability to change Item List Settings
    4 years agoopen1
    Add the ability to change the Item List Settings to display more than 10 per page. Add the ability to change the Item List Settings to display the items collapsed.


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  • 1
    Photo or document link notification
    4 years agoopen0
    Would like a field on the main view for workorders, estimates, PO to quickly see if there are any photos or document links in the main screens. This would be similar to the balance notifications in c... Read more...


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  • 4
    Task Automation from Stage
    4 years agoopen0
    The ability to assign tasks to stages and link these to employees so as a stage is updated it sends a task to the employee associated to that task so they no they need to handle the next task inline.


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  • 1
    Mark-up table in Mobile
    4 years agoopen0Offers to Contribute: $1.00
    Miscellaneous items added to invoices could be easier to price if tech could enter our cost and then select a mark-up table and the program calculate retail price for them. Field technicians would be... Read more...
    There is already 1 offer to contribute a total of $1.00 to have this work done.

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    Our thanks to the following contributors:

    • Shawn: $1.00
  • 2
    Create Invoice Items in Mobile
    4 years agoopen1Offers to Contribute: $2,000.00
    As I am working on rolling out the system I realize I can't create items while in the mobile platform. Part of building the system is building the item list on the fly. As far as I can tell I have no ... Read more...
    There is already 1 offer to contribute a total of $2,000.00 to have this work done.

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    Our thanks to the following contributors:

    • David: $2,000.00
  • 1
    Payroll Earning type Category
    4 years agoopen0
    Is it possible to create an Earnings Category? I have a lot of Earning Types so the Pay Stub is long and challenging for the employees to understand. If I could categorize the Earning Type and only pr... Read more...


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  • 1
    Serial # tool Select
    4 years agoopen1
    The ability to select batches of serialized part on item reservation and invoice entry. This would make for a less tasking way of having to manually enter 100s of itemized parts to invoices and item ... Read more...


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  • 6
    PreSale Invoice Type
    4 years agoopen0Offers to Contribute: $500.00
    The ability to create a presale or mark sale/invoice as a presale so when the part is received you can then mark the invoice as a sale/invoice and it posts the date the invoice was marked. Not that da... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Chris: $500.00
  • 1
    Changes to the "Week Data" summary on Weekly Time Sheetq
    4 years agoopen0
    I would like the ability to sort the data shown on the "Week Data" summary on the Weekly Time Sheet. It's already in order by earning item. Would like to also be able to put in order by Customer:Job a... Read more...


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  • 1
    Do NOT bring marketing type from customer to WO
    4 years agoopen0
    Prior to version 20.10.1300, there was an preference we could check that would not auto-fill the marketing field on a new WO (by pulling directly from the customer). Please bring that back. We want... Read more...


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  • 8
    Create a Sales Opportunity from an Estimate
    4 years agoopen2
    Add a menu item to the Estimate page to create a new Sales Opportunity from the current quote. That way you have all of the customer data already populated in the Sales Opportunity and the quote will... Read more...


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  • 6
    reserved inventory in serial list
    4 years agoopen1
    when pulling up the serial number list, if there was a column stating reserved yes/no, that would be so helpful.


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  • 4
    current inventory without reserved items
    4 years agoopen1
    i need an inventory report for what is actually here, not what is here and reserved.


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  • 4
    Order by warehouse
    4 years agoopen5
    Reorder points per warehouse/vehicle is a great feature. It is, however, rather useless if I can't create a purchase order or perform inventory replenishment by warehouse. We maintain a substantial in... Read more...


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  • 1
    Duplicate Check Marked Equipment when Duplicating a WO
    4 years agoopen0
    When a WO is duplicated, it would be a timesaver if all checked equipment would also duplicate on the new WO.


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  • 1
    Ability to batch close Purchase Orders
    4 years agoopen0
    I completely understand why this feature is not available; however, for various reasons, we would like the ability to close an entire batch of purchase orders.


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  • 2
    Inventory Count Tracking
    4 years agoopen3
    Field to check inventory as counted for the calendar year and a check box or way to mark that part has been counted.


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  • 10
    Referral Tracking
    4 years agoopen2
    We would like to keep track of who refers a new customer. Under the marketing field in a new customer, can a field be added that will "tie" the referral back to the referring customer or employee (or... Read more...


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  • 1
    Updates in MSI Package
    4 years agoopen1
    We would like to be able to update all machines running TOM thru Group Policy. Does Aptora offer the Updates in MSI packages?


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  • 4
    Square Integration
    4 years agoopen2Offers to Contribute: $1,500.00
    It would be nice to add integration for the use of Square. Square does not need a "Gateway", therefore it would need to be integrated thru the Aptora software with API.
    There is already 1 offer to contribute a total of $1,500.00 to have this work done.

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    Our thanks to the following contributors:

    • Kristy: $1,500.00
  • 1
    CHAT Feature limited to Windows Only
    4 years agoopen1
    Chat feature can only be installed on windows machines to work with TOM. Would like to be able to use when working on my Mac Machine. I know we can use Mobile but I would have to have a license for TO... Read more...


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  • 9
    Enhanced Audit Trail/Contact Log
    4 years agoopen7Offers to Contribute: $300.00
    I think it would be a great feature if you could have certain system actions show up in contact log or to pull up an enhanced/filtered audit trail. For example, it would be nice to see the entire orde... Read more...
    There is already 1 offer to contribute a total of $300.00 to have this work done.

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    Our thanks to the following contributors:

    • Bryan: $300.00
  • 6
    Add Time Slot and Week Promised to Automated Text/Email Options
    4 years agoopen1Offers to Contribute: $250.00
    Many companies schedule service in 2 hour time slots. They tell their clients they will be there between 8-10am, 10-12pm, 12-2pm, etc. It would be most helpful to be able to use the Time Slot and Week... Read more...
    There is already 1 offer to contribute a total of $250.00 to have this work done.

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    Our thanks to the following contributors:

    • David: $250.00
  • 1
    Ability to run reports with a Smart List filter
    4 years agoopen0
    I currently use a Smart List in Customer/Jobs List to track certain customers that started using our services due to an employee referral. I would like to run a monthly sales report for just the cust... Read more...


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  • 3
    Employee Rate Change across all earning items
    4 years agoopen0
    For those that have to have multiple earning items because of various cities (i.e. Ohio...our company has over 100 earning items on each field employee), it would be nice to be able to just change the... Read more...


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  • 2
    Notification on zero hours in Time Sheet Entry
    4 years agoopen0
    Would like a notification if the hours on a Time Sheet line item is zero. A timesheet entry made in error (i.e. PM start time and and AM end time or any start time great than the end time) will result... Read more...


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  • 3
    Overdue Reminders - via e-mail
    4 years agoopen0
    We would like to see Sales Opportunity reminders when not acknowledged in (?) amount of time to auto send an email to the assigned rep. Our sales reps do not check their Aptora as often as we would li... Read more...


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  • 2
    Copy Or Create Duplicate Vendor Bills
    4 years agoopen0
    Ability to copy or duplicate a vendor bill that are recurring monthly.


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  • 3
    Contact Log Button - Enhancements Visibility and Quick Access
    4 years agoopen0
    I propose a button in WOs just like in Customer history that lights up blue when there are contact log entries. That way you can quickly access the log notes and know they are there. There are many in... Read more...


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  • 7
    Invoiced Column on New Schedule Board
    4 years agoopen0
    We need to see the "INVOICED" column on the New Schedule Board so we can filter "completed" work orders and those that have not been invoiced per department.


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  • 2
    Assign Check # when Paying Bills
    4 years agoopen0
    This is a feature I miss from Quickbooks: when paying bills there was the ability to select a method to pay bills, either "To be printed" or "Assign Check numbers". The option allowed you to either se... Read more...


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  • 2
    Payment List Fields – Date Created and Created By
    4 years agoopen0
    Can “Date Created” and “Created By” fields be added to the payment history list? Edit 09/29: Also, there is no filter for payment type in either Quick Filter or Custom Filters. These should definitely... Read more...


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  • 1
    Item Sales Description in PO Drop Down
    4 years agoopen2Offers to Contribute: $300.00
    Currently when using the drop down to enter items in a PO, you can only see the Purchase Description column. It would be helpful to see the Sales Description so our users don't have to use the Lookup.
    There is already 1 offer to contribute a total of $300.00 to have this work done.

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    Our thanks to the following contributors:

    • Mathew: $300.00
  • 1
    Lookup & Add -on all drop downs
    4 years agoopen7
    We have run across several drop down menus that do not have the feature. The most recent was the GL Account in A/P enter invoice. Our account names are # + Description. So when we go to select we have... Read more...


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  • 1
    Pin/Task List
    4 years agoopen0
    Thoughts of adding a task bar on pin board for things your working on but not finished. This would reduce the need of having so many windows open for things your working on but waiting on answers for.... Read more...


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  • 2
    History Information Upgrades
    4 years agoopen0
    Just noticing there are a few key things missing in history that would speed up simple processes and reviews. 1) Payment History doesn't have payment type. It would be nice to know at a glance if th... Read more...


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  • 2
    Crews For Time Sheets in GEO & Mobile II
    4 years agoopen0Offers to Contribute: $500.00
    Would like to be able to have a crew for Mobile Stop Watch Feature. We have many 3 man crews that work together all day. Instead of having to assign each one to the work order and also each one have... Read more...
    There is already 1 offer to contribute a total of $500.00 to have this work done.

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    Our thanks to the following contributors:

    • Tina: $500.00
  • 3
    GEO TIME "All" Crewman Clock in on WO
    4 years agoopen0
    NEED the ability for crewman to clock in on work orders that are not necessarily assigned to them. We have crewman that move from site to site. Assigning them to every work order is very cumbersome.... Read more...


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  • 3
    Auto Contact Log Entires
    4 years agoopen2
    When i'm in a customers contact log, let me click a button that will then open a blank email in outlook. When I send the email, it then auto contact logs the email in the customers history.


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  • 1
    More filter, or exclusion permiters
    4 years agoopen0
    More filters or Cleaner way to filter in and out exclusions to create custom lists. In all list views we have to have 3-4 lists to perform 1 task. IE Billing due to the way multi-days do not complete ... Read more...


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  • 1
    Form preferences in edit PO
    4 years agoopen0
    Would you be able to add a "Vendor" choice in the form preferences in the Edit PO window?


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  • 1
    Company/User Setting/Preference to leave Work/Ship Date Blank
    4 years agoopen0
    When we create an invoice, the Work/Ship date auto populates with todays date. We make invoices weeks before we deliver in some cases. Can there be a setting to leave the Work/Ship Date blank? I would... Read more...


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  • 1
    Import Feature is Backwards
    4 years agoopen2
    Currently it makes you select the file then the Aptora Item you are trying to upload. This is counterintuitive. If you have the ability to select the Aptora Item first then you can see the available... Read more...


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  • 4
    Stage Timers (Aging Item Flag/Notices)
    4 years agoopen3
    Stages typically are used to track stages of a process that require multiple people to touch a work order etc. It would be great if there was a way to set a timer (like Stage X Max days 1) and if it g... Read more...


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  • 13
    Sales Opportunity - Associate Invoice, PO, Work Orders
    4 years agoopen5
    I would like to see Sales Opportunity Enhanced. Sales Opportunity does a great job associating Estimates and Appointments with the sales opportunity, it's all in one screen. But, there is more to ... Read more...


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  • 2
    Schedule Board for Dispatch Monitor
    4 years agoopen3Offers to Contribute: $50.00
    We would like to see the ability to load the schedule board on a separate large screen monitor. The concern right now is using a TOM license just to place the schedule board on a display monitor.
    There is already 1 offer to contribute a total of $50.00 to have this work done.

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    Our thanks to the following contributors:

    • Zack: $50.00
  • 1
    Make Sales Opportunity Window Scalable
    4 years agoopen0
    Please make the sales opportunity list a scalable window. Lots of other windows have gotten the update recently but Sales Op is still scrunched up even if you make the window bigger. It makes prof... Read more...


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  • 9
    Add an Item with Another Item
    4 years agoopen1
    Can you add an item when you an another item automatically? Maybe you could add a way to select an item that gets added when another item gets added to a sale in Tom and mobile. James spoke about this... Read more...


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  • 9
    Mobile II (Work Order Type and Stage) Visibile in Work Order List and Agenda Calendar View
    4 years agoopen0
    Please make Work Order Type and Work Order Stage show up in the work order list information as well as the agenda view. This way techs can see these things at a glance instead of drilling into a w... Read more...


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  • 9
    Time Stamps for Mobile II Tech Notes
    4 years agoopen1
    Please add time stamping in Mobile II for technician notes. There is no chronological tracking for technician notes and I think EVERY company would use this feature.


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  • 2
    Search / Quick Find feature in security list.
    4 years agoopen1
    The current list of permission on the security form is very large and can sometimes be difficult to sort through and find the exact permission you're looking for. If there was a way to type and search... Read more...


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  • 1
    Assets on Dispatch
    4 years agoopen0
    Add the "Assigned To" as a column Would like to be able to re-assign an asset from one employee to another. I.e. Johns truck is in for repair so he will be driving the extra service truck for a week ... Read more...


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  • 2
    Stage Tracking (progression history)
    4 years agoopen0
    Add historical tracking of the progression of stages. It would be very helpful to see the dates and times that stages were changed and the stage it changed to (and what it used to be). It would help b... Read more...


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  • 3
    Work Order Item Inventory transfer.
    4 years agoopen1Offers to Contribute: $1,000.00
    Have a menu button on the work order that would populate the items listed on the work order, in the inventory transfer form. This would save a lot of time, not having to open the "inventory transfer f... Read more...
    There is already 1 offer to contribute a total of $1,000.00 to have this work done.

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    Our thanks to the following contributors:

    • Scott: $1,000.00
  • 4
    Filters for Reimbursables
    4 years agoopen0
    Add filters to the 'Reimbursable Items' screen similar to the filters found on the 'Assign Work Orders' screen. Some jobs have so many entries making difficult to invoice projects in an efficient and ... Read more...


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  • 3
    Customize options to "Bar Codes"
    4 years agoopen0
    It would be nice to have custom item receipt bar code labels. Add fields such as: 1) The vendor the item came from 2) Date of Receipt 3) Customer on the PO 4) Price/Cost Also, the bar code ... Read more...


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  • 1
    Inventory Transfer Form Receipt
    4 years agoopen1
    Have your employees ever taken stock and said " I thought it was transferred" when they try to sell the item from their warehouse and their stock level is zero? I have an idea that would be very usef... Read more...


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  • 1
    Total Field Control scheduled board day to day separation in week view
    4 years agoopen0
    When looking at the schedule board in week view, it is very difficult to differ from each day of that week. Is there a way to have different lines (for color blind users) or color shades of each day o... Read more...


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  • 1
    Do not require a warehouse on "Out of stock" invoices
    4 years agoopen0
    For out of stock invoices, it still requires a warehouse. In order to invoice and collect a payment you have to select a warehouse for product that has not been inventoried yet. Please make it so the ... Read more...


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  • 3
    Memorize A Time Sheet Entry
    4 years agoopen0
    Add the ability to memorize a time sheet entry. Example: Employee meeting takes place every Wednesday morning from 7:00 am - 8:00 am.


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  • 2
    Default GL Acct # for Vendors
    4 years agoopen0
    When entering bills for Vendors have it auto populate the default GL Acct. Example would be: Power Company default GL will always be 7020 Utilities, Accountant default will always be 7100 Professi... Read more...


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  • 7
    Warranty Info in Work Order Equipment Tab
    4 years agoopen0
    I would like to request that the warranty information be added to the equipment tab in the work order in TOM. This way when a user is calling to schedule maintenance, the equipment warranty can be rev... Read more...


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  • 2
    Automatic Work-order Inventory allocate
    4 years agoopen3
    I would like to see inventory automatically allocated when assigned to a Work Order. This would make it much easier to track inventory and take inventory if you know what has been assigned until it ha... Read more...


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  • 4
    Batch up date Stages in Work Order List
    4 years agoopen0Offers to Contribute: $100.00
    The ability to batch update the stage from the work order list.
    There is already 1 offer to contribute a total of $100.00 to have this work done.

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    Our thanks to the following contributors:

    • Tina: $100.00
  • 3
    Highlight subtotals in Estimate
    4 years agoopen0
    We use and love subtotals in estimates but they are hard to find mixed in the grid with a sea of items and groups. TOM should highlight subtotals! Hurray!


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  • 6
    Stage Preference
    4 years agoopen3
    Is there any chance of getting "stages" setup in "Company Preferences" as a require field on Worker Orders Sales/Invoice/Estimate Options and PO? Stages has been one of the best features added, but it... Read more...


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  • 1
    Delegation system to enter records
    4 years agoopen1
    Have you ever been frustrated that your co-workers forgot to enter WO's or PO's they said they would? How about a TOM delegation system you can assign data entry tasks to users that tags a customer:... Read more...


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  • 3
    Require department field for everywhere
    4 years agoopen0
    Do you have to go back and assign missing departments when doing a month close like we do? Please add a preference that requires departments throughout all records.


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  • 5
    In Company Preferences, Add "Require Memo in Journal Entry".
    4 years agoopen2
    IMO, There should always be something put in the memo field of every journal entry. I would like to force people within the company to add a memo. Should be easy right!


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  • 1
    Moneris Merchant
    4 years agoopen1
    Add integration for Moneris Merchant Gateway for processing cards


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  • 5
    Lock the ability to remove captured signature
    4 years agoopen0
    We have noticed that TOM users can view the captured signature from Mobile but anyone with the ability to edit a work order in TOM can also remove that signature easily. I would to see a security sett... Read more...


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  • 8
    Convert TOM invoices back into Mobile Invoices so Tech can collect
    4 years agoopen4
    If the technician collects a deposit against an invoice he has created in mobile and returns days later to complete the work then the mobile user has no way of collecting the final payment and applyin... Read more...


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  • 3
    Print BIN labels in sequence by BIN
    4 years agoopen0
    It would be great to be able to print the BIN Labels in sequence. As it is designed right now the BAR Code scan labels print in alpha-numeric sequence. This makes the initial inventory set-up much har... Read more...


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  • 6
    Ability to Hide select items from Mobile users.
    4 years agoopen4
    There are many items used in group items that I don't want our field (mobile users) selecting when creating PO's, WO's and Invoices. They are non-inventory items used for group pricing only but share ... Read more...


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Total Office Manager® Release Notes

Release notes from versions 11 through 23.*

View Release Notes

Aptora Mobile II® Release Notes

Release notes from versions 5.6 through 7.*

View Release Notes