Need to have a CPO field on the service agreement that would transfer to all work orders made from that service agreement.

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 ALL employer liabilities in the COGS. The Job Costing report does include ALL employer liabilities in the COGS. Unfortunately, the Job Costing report …

Job Cost Overview Report to include ALL employer liabilities Read More »

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 report.

Would like the ability in Mobile to be able to copy an estimate from one customer to another

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 it’s constant, it makes a huge difference.

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 Purchase Order, Invoices, Time sheets. Makes sense we would be able to see the Sales Opportunity that we …

Associate work order to sales opportunity Read More »

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.

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 paystub, why? Yes, we still print checks.

request the ability to add multiple recipients to automatic email, text feature.