Referral Tracking
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 even a vendor).
Open
Updates in MSI Package
We would like to be able to update all machines running TOM thru Group Policy. Does Aptora offer the Updates in MSI packages?
Updates in MSI Package Read More »
Square Integration
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.
Square Integration Read More »
CHAT Feature limited to Windows Only
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 TOM and mobile. Would be nice to be able to work from the Virtual
CHAT Feature limited to Windows Only Read More »
Enhanced Audit Trail/Contact Log
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 order of events for a work order or customer including the date an item was created, stage
Enhanced Audit Trail/Contact Log Read More »
Add Time Slot and Week Promised to Automated Text/Email Options
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 Promised fields in the automatic reminders being sent from mobile.
Add Time Slot and Week Promised to Automated Text/Email Options Read More »
Ability to run reports with a Smart List filter
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 customers in a specific smart list. Right now, I have to go in to each customer, open the history and
Ability to run reports with a Smart List filter Read More »
Employee Rate Change across all earning items
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 employees rate of pay and have the system update each of the earning items appropriately instead of having to
Employee Rate Change across all earning items Read More »
Notification on zero hours in Time Sheet Entry
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 in -0- hours. I would still like a -0- timesheet entry to be allowed
Notification on zero hours in Time Sheet Entry Read More »
Overdue Reminders – via e-mail
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 like. I would like to see an ability for Aptora to generate an email automatically if their
Overdue Reminders – via e-mail Read More »
