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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 ServiceTrade

ServiceTrade helps commercial service contractors deliver amazing customer service that makes their business more valuable. Our customer service features enable online engagement throughout the service cycle and build profitable, long-term relationships.

Through ServiceTrade, impress customers with media-rich online quotes, after-service reports with photos from techs’ mobile devices, and an online portal with their full service history.

ServiceTrade streamlines service operations by managing work orders, scheduling planned and emergency services, and integrating with most accounting platforms to eliminate double data entry.

ServiceTrade’s web and mobile applications convert service delivery into digital marketing impressions that are memorable and helpful to customers.

About ServiceMax

By using ServiceMax technology, manufacturers and service providers are able to expand service revenues, improve service efficiency, provide better customer experience, and meet all required compliance standards.

ServiceMax is an integrated toolset of applications for employees and customers management, mainly used by SMEs and growing businesses in medical, energy, mining, and manufacturing. The platforms comes with a straightforward interface, so task assignments are completed easily and smoothly, management staff can follow the performance of field workers, and clients' needs can be effectively addressed.

Main benefits of using ServiceMax are better service productivity, less billing errors, better customer relationship, no warranty leakage, reduced part giveaways, increased service revenue, shorter service-to-cash cycles, and more.

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

  • Industry-leading customer engagement and field service management tools that help you grow.

  • Our tablet app gets customer approval with a digital signature – before leaving the job.

  • Send your customers an online after-service report that’s chock full of multimedia, and is always online and always available.

  • Collect online reviews from your happy customers and put them online where they boost the visibility of your business to prospects.

  • Wow your customers (and double your quote revenue) with online approvals. Customers review and approve online – and pictures seal the deal.

  • SaaS means that your data is available to everyone in the office and in the field from a variety of devices.

  • Our iOS and Android applications enable the latest hardware and software features – no clunky server logins or flaky web apps.

  • Open APIs mean that your customer service data can be shared with other open-API apps like your CRM, email platform and website.

  • ServiceTrade integrates with accounting applications like Intacct, QuickBooks, Sage, or NetSuite to eliminate double data entry.

  • ServiceTrade digitizes your existing forms to minimize the training required to go completely paperless.

Summary

  • Case Management and Quoting

  • Social Collaboration

  • Customer & Partner Communities

  • Warranty and Entitlements

  • Customer Accounts and Contacts

  • Work Order Management

  • Installed Base and Contracts

  • Work Order Signature Capture

  • Scheduling and Dispatch

  • Service Parts and Inventory

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

  • Starting from: $59.00/month
  • Credit card required: No
  • Other purchasing options:

    • Self Starter: FREE. Unlimited quoting and 20 jobs per month
    • Premium: $89/mo/tech. Service Portal, Service Review, customer pricing contracts, Intacct integration, custom integrated support, premium 24x7 support.
    • Enterprise: $119/mo/tech. Advanced integrations library, website hosting, Wordpress technical support, ServiceTrade Certification Courses, premium 24x7 support.

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

    Does this service offer guides, tutorials and or customer support?
  • We have a robust Help Center that we're constantly updating at support.servicetrade.com.

  • Does this service offer multi-user capability (e.g. teams)?
  • Companies can setup an unlimited number of user accounts for their company. Our application allows you to organize them by their location or by service lines.

  • Who are the main user groups of this service?
  • Commercial service contractors in several industries who provide recurring services. Contractors who care about profitability, operational efficiency and great customer service love ServiceTrade.

  • What platforms does this service support?
  • Any browser for desktop users, and native iOS and Android apps

  • Does this service offer an API?
  • Yes! ServiceTrade's open API can be found on our website.

  • Does this service integrate with any other apps?
  • Intacct
    QuickBooks
    Salesforce
    Slack
    Web forms
    MailChimp
    ...and hundreds of others through Zapier

  • What are some applications this service is commonly used in tandem with?
  • ServiceTrade is compatible with Zapier to connect to hundreds of business applications. We also integrate with popular accounting packages including Intacct, QuickBooks, Sage, NetSuite, Microsoft Dynamics or about any accounting platform.

    Our Service Review integration makes valuable online customer reviews part of the service visit.

  • What is this service generally used for?
  • ServiceTrade is used to engage customers online throughout the service cycle, earn marking impressions from the service delivery, provide online after-service reports, create an online account where customers access their service history, manage work orders, schedule techs in fuel-efficient routes, schedule planned/preventative maintenance and emergency service calls, provide field technicians all the details about their schedule and jobs through the mobile app, collect information from field techs through photos, video, audio notes, paperwork, and fillable forms about what they see and do on site.

FAQs

    What are some applications this service is commonly used in tandem with?
  • It is most commonly used in tandem with Salesforce.

  • Who are the main user groups of this service?
  • ServiceMax is an ideal field scheduling solution for small and medium-sized growing companies.

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

  • Does this service offer guides, tutorials and or customer support?
  • Support: FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials, Webinars.

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

  • What platforms does this service support?
  • This is a cloud-based platform, with Android and iOS native apps offered.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations: ProntoForms, BOARD, Workato, FinancialForce Accounting, MessageMedia, Cloud Elements, CallidusCloud Commissions, FinancialForce HCM, Blitzz, SAP, JIRA, Oracle EBS, Salesforce, QuickBooks.

Vendor Information

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

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
244
Followers:
629

Vendor Information

Founded:
-
Based in:
Pleasanton
Employees:
201-500
Likes:
Followers:

Other

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

Other

Who uses ServiceTrade
  • Personal
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
North America

Other

Who uses ServiceMax
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Italian, Spanish, French, English, Japanese
Regional Restrictions:
No restrictions.
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