TIPS
Appointments, Dispatching, & Scheduling
Customer appointments, gps tracking, profiles, schedule board, and more.
Banking, & Credit Cards
Asset manager, leasing assets, bank deposits, account registers, credit card management system, and more.
Company, Lists, & Reports
Update company information, schedule board, reports for financial and managerial accounting, and more.
Customers & Accounts Receivable
Adding customers, merging customers, invoicing, work orders, sales lead tracking, and more.
Employees & Payroll
Create employee, payroll items, 940, 941, pay employees, time tracking, and more.
Importing & Exporting
Importing of Chart of Accounts, Bills, Employees, Items, and more.
Install, Setup, & Troubleshooting
Install steps, server requirements, basic troubleshooting.
Inventory Management
Serialized, assembly, multi-location, warehouse assignment, mobile alerts, and more.
Preferences, Security, & Users
TOM preferences, creating users, editing permissions, and more.
Sales Tax
Sales Tax Liability, Sales Tax Setup, Paying Sales Tax, and more.
Tools
Calendars, financial ratios, standard and loan amortization calculators, zip codes, and more.
Vendors & Accounts Payable
TOM preferences, creating users, editing permissions, and more.