12 Step Training

Lesson 1 | Basic Navigation and Contact Management

8 Topics | 1 Quiz

1.1 | Watch Videos

1.2 | How to Locate and Organize Contacts

1.3 | Using the Advanced Search to Locate Anything

1.4 | How to Enter A Customer

1.5 | Entering Job and Sub-Customers

1.6 | Viewing Customer History

1.7 | Recording Notes in the Contact Log

Lesson 1 Homework

Lesson 1 Test | Basic Navigation and Contact Management

Lesson 2 | Ordering & Receiving Inventory

4 Topics | 1 Quiz

2.1 | Watch Videos

2.2 | Introducing Invoice Item Types

2.3 | Create Purchase Orders (POs)

2. 4 | Receiving Items into Stock

Lesson 2 Test | Ordering & Receiving Inventory

Lesson 3 | Entering Bills, Credit Card Charges, and Paying Bills

5 Topics | 1 Quiz

3.1 | Watch Videos

3.2 | Entering Bills for Received Items

3.3 | Understanding Vendor Credits

3.4 | Paying Bills

Lesson 3 Test | Entering Bills, Credit Card Charges, and Paying Bills

Lesson 4 | Invoicing, Receiving Payments, and Making Deposits

7 Topics | 1 Quiz

4.1 | Watch Videos

4.2 | Quick Refresher on Invoice Items and Types

4.3 | The Basics on Sales Tax

4.4 | Entering Invoices

4.5 | How to Create and Apply Customer Credits

4.6 | Receiving Payments

Lesson 4 Test | Invoicing, Receiving Payments, and Making Deposits

Lesson 5 | Service Agreements

7 Topics | 1 Quiz

5.1 | Watch Videos

5.2 | Understanding the Service Agreement Item Type

5.3 | Selling a Service Agreement

5.4 | Planned Maintenance and Managing SA Work Orders

5.5 | How to Renew a Service Agreement

5.6 | Introduction to Service Agreement Escrow Accounting

Lesson 5 Test | Service Agreements

Lesson 6 | Estimating and Sales Proposals

5 Topics

6.1 | Watch Videos

6.2 | Review Invoice Items and Types

6.3 | Creating Estimates

6.4 | Printing and Emailing

Lesson 7 | Scheduling and Dispatching

5 Topics | 1 Quiz

7.1 | Watch Videos

7.2 | Entering Appointments

7.3 | Entering Work Orders

7.4 | Using the Schedule Board

Lesson 7 Test | Scheduling and Dispatching

Lesson 8 | Payroll Setup and Processing

9 Topics | 1 Quiz

8.1 | Watch Videos

8.2 | Entering Payroll Items

8.3 | Setting Up Payroll Templates and Employee Payroll

8.4 | Recap Lesson: Entering Timesheets

8.5 | Process Pay Group and Sales Commissions

8.6 | Process Pay Checks

8.7 | Editing, Printing Paychecks, and Direct Deposit

8.8 | Paying and Adjusting Payroll Liabilities

Lesson 8 Test | Payroll Setup and Processing

Lesson 9 | Aptora Mobile II

10 Topics

9.1 | Watch Videos

9.2 | Logging In

9.3 | Understanding the Dashboard

9.4 | Looking up Customer and Equipment History

9.5 | Work Orders

9.6 | Creating Invoices and Taking Payments

9.7 | Formatting, Previewing, and Emailing Work Orders and Invoices

9.8 | App vs. Browser Version

9.9 | Converting Mobile Invoices to Invoices in Total Office Manager

9.10 | Homework

Lesson 10 | Open Q&A

2 Topics

10.1 | Introduction

10.2 | Homework

Lesson 11 | Users, Security, and Preferences

4 Topics | 1 Quiz

11.1 | Watch Videos

11.2 | Security and Granting Permissions

11.3 | Understanding the Audit Trail

11.4 | Homework

Lesson 11 Test | Users, Security, and Preferences

Lesson 12 | Managing Sales Leads and Tracking Marketing Campaigns

4 Topics | 1 Quiz

12.1 | Introduction

12.2 | Entering and Managing Sales Opportunities (Leads)

12.3 | Introduction to the Marketing List Generator

12.4 | Homework

Lesson 12 Test | Managing Sales Leads and Tracking Marketing Campaigns

Lesson 8 Test | Payroll Setup and Processing

12 Step Training Lesson 8 | Payroll Setup and Processing Lesson 8 Test | Payroll Setup and Processing

Time limit: 0

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Question 1 of 5

1. Question
This IRS form provides the employer an employee’s Social Security Number, and number of allowances that employee is claiming for income tax purposes.
- I-9
- W-2
- W-5A
- 1040-EZ
- W-4
Correct

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Question 2 of 5

2. Question
Health Insurance, garnishments, dues, Employee 401K contributions are considered to be:
- Payroll Liabilities
- Payroll Deductions
- Payroll Earnings Items
- Allowable Tax Credits
- Taxable
Correct

Incorrect
Question 3 of 5

3. Question
When setting up Payroll Tax Items, the tax calculations for _______, _______, and _______ use tax tables within Total Office Manager.
- Federal, Fixed Amount, Local
- Fixed Amount, State, Federal
- State, Local, Hourly Percent
- Federal, State, Local
- Hourly Percent, State, Federal
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Question 4 of 5

4. Question
When processing payroll an employee’s hours can be accounted for by using the Timesheet Tracking feature or:
- Assigning a default number of hours to the Pay Group to which the employee belongs
- Paying the employee a fixed cash amount after each job
- Timesheet Tracking is the only way to account for an employee’s hours
- Assigning a default number of hours to the employee at setup
- Manually entering the hours worked during the Process Pay Group step
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Question 5 of 5

5. Question
To access your Payroll Checks, select Check List from the Banking main Menu option.
- True
- False
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