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About Aptora

Total Office Manager® is an award-winning complete service management software program that does it all. Built by contractors for contractors. We offer both a hosted and on-premises version. With accounting, Certified Payroll for Contractors and HVAC Companies, job costing, CRM, scheduling, GPS tracking, integrated caller id, marketing, sales lead management, powerful Field Service Management App, dashboards, mapping, document management, AIA Billing, custom programming, and customized electronic forms, this is the COMPLETE package. We can even migrate your QuickBooks® financial transactions. Here is a Complete Features and Benefits PDF.

Our software does the following (and more):
1. Web-based or installed locally
2. Contracting specific accounting and payroll (very robust)
3. In-house payroll or we support third-party interface
4. Complete scheduling and dispatching
5. Customer equipment tracking
6. Company asset tracking and scheduling
7. Service agreement management
8. Credit card processing and consumer bank financing
9. CRM and sales lead management
10. Sales proposals and full job costing
11. Full scale mobile service management and sales
12. Sales and marketing management
13. 450+ reports
14. Build custom reports
15. Email work orders and invoices
16. Departmentalized financial statements (down to net profit)
17. Complete printed user manuals
18. Web-based training (10 hours of private training)
19. American technical support

Options
1. Vehicle GPS tracking (black box)
2. GPS tracking on mobile devices
3. Schedule board map to display work orders, appointments, and sales calls
4. On-site training (at your office)
5. Full QB data migration - including financial data
6. Other software brand migration services available
7. Flat Rate Pricing – pre-built data

About FieldAware

FieldAware is a field service management solution that helps businesses better manage their field service operations (e.g., scheduling, dispatching, routing, invoicing, job tasks, customer management and reporting), generate more revenue, reduce overhead, expedite payment cycles, through better customer service.
It leverages the mobility advantage not only by allowing field workers to stay connected with their teams from anywhere at any time but also by equipping them with the necessary tools to get their jobs done.
All-in-one field service management solution that field workers can literally carry in their pockets.

About Natural Insight

Natural Insight provides field retail execution and merchandising solutions for enterprises of all sizes. The main clients are retailers, merchandisers, marketing agencies, and big consumer brands.

It comes with cloud-based and mobile platforms, that are suited to execute retail operations, and lower costs. It helps users to get a better view of operations and performance, as well as to automate tedious processes, like onboarding and payroll.

Natural Insight also provides solutions to find adequate staff for the job in the field, recruit by re-engaging hourly workers, and fully engaging full-time employees.

Features

  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App

Features

  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App

Features

  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App

Summary

  • Dispatching: This feature includes an array of tools users need to have their dispatchers working efficiently.

  • Reporting: This feature allows users to access all of the details of their business easily. Plus, all of the reports can be exported to Excel and other program formats.

  • Office management: Includes tools to invoice clients, and allows any user to easily fulfill all of his accounts receivable tasks. With the invoicing tool, it is possible to create sales invoices, sale proposals and billing statements.

  • Inventory Management: Users can create work orders, schedule appointments, track order status, manage other inventory and schedule related activities.

Summary

  • Scheduling and Dispatch: FieldAware’s Scheduling and Dispatch features have been designed to keep field engineers and technicians from missing a call window.

  • Mobile Time Tracking: It tracks the time required for field workers to drive to a client location, allowing them to bill for actual travel time.

  • Mobile Quote Generation: Enables field technicians to create quotes for additional parts or services even while at the customer’s location.

  • Tasks List: Tasks can be created, filtered, imported, exported, and printed.

  • PDF Forms: A PDF form can be edited via a mobile device as long as it’s attached to a job and the job is in active state – meaning, not scheduled, paused or complete.

Summary

  • Task management

  • Real-time reporting

  • Timekeeping

  • Store communications

  • In-depth analytics

  • Visual verification

  • Staff tags

  • GPS check-in/out

  • Staff performance score

  • Workforce insight dashboard

Pricing

  • Credit card required: N/A
  • We have various pricing models and options. We offer On-Premises and Hosted. The On-Premises software is $2,500 plus $150 per month for each desktop user and $75.00 per month for each mobile user. Those prices basically include every feature we offer including private internet training and onboarding. What is not included in on-site training, data migration, and custom software programming.

Pricing

  • Credit card required: No
  • They have three pricing plans: Pro, Premium, and Enterprise.
    Starting price: $70.00/month.
    Free trial available.

FAQs

    What platforms does this service support?
  • We offer both Hosted (SaaS) and On-Premises. Our mobile software is built for both iOS and Android. We also have a browser version.

  • Who are the main user groups of this service?
  • Aptora provides software solutions to the service industry. We specialize in companies with thirty or more employees. We can handle residential AND commercial service, replacement, and construction.

  • What is this service generally used for?
  • HVAC, refrigeration, plumbing, electrical, and other service industries use our software.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. It offers multi-user capability.

  • Does this service offer guides, tutorials and or customer support?
  • We offer technical support via phone number; email, and on-site. We host four annual events and many live internet training opportunities.

FAQs

    Who are the main user groups of this service?
  • FieldAware is for any business with 20 to 10,000 field workers offering onsite commercial services.

  • What is this service generally used for?
  • It is generally used as field service management solution.

  • What platforms does this service support?
  • It is cloud-based service. FieldAware native apps are available for the iPhone, iPad and Android.

  • What are some applications this service is commonly used in tandem with?
  • This service is most frequently is used with NetSuite.

  • Does this service integrate with any other apps?
  • FieldAware currently integrates with NetSuite and QuickBooks, and many more integrations are coming.

  • Does this service offer an API?
  • FieldAware’s API is designed to simplify the process of integrating our system with existing accounting, ERP, CRM and other business systems.

  • Does this service offer guides, tutorials and or customer support?
  • They provide videos, webinars, eBooks, and online support.

FAQs

    What is this service generally used for?
  • This service is used for field execution, merchandising, and in-store programs improvement.

  • Who are the main user groups of this service?
  • Main users of Natural Insight are retailers, brands/CPG companies, and marketing agencies.

  • Does this service offer guides, tutorials and or customer support?
  • Blog, Email, FAQ, Help Desk, Phone, Request form, and Webinars

  • Does this service offer an API?
  • Yes, Natual Insight offers API.

  • Does this service integrate with any other apps?
  • It integrates with payroll software and applicant tracking systems.

  • What platforms does this service support?
  • This is web-based software with Android and iOS mobile platforms.

Vendor Information

Founded:
1995
Based in:
Lenexa
Employees:
11-50
Likes:
1.31k
Followers:
9

Vendor Information

Founded:
2009
Based in:
Plano
Employees:
51-200
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
Sterling
Employees:
11-50
Likes:
Followers:

Other

Who uses Aptora
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Regional Restrictions:
No restrictions.

Other

Who uses Natural Insight
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, French, German, Irish, Portuguese, Spanish
Regional Restrictions:
No restrictions.
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