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Software Description

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, and customized electronic forms, this is the COMPLETE package. We can even migrate your QuickBooks® financial transactions.

Features

  • Lead Management
  • Email Integration
  • File Transfer
  • External Integrations
  • Onboarding
  • Employee Incentive Management
  • Employee Database
  • PayPal
  • Payroll
  • Tax Management
  • General Account Ledger
  • Accounts Receivable
  • Billing/Invoicing
  • Expense Tracking
  • CRM Integration
  • Data Visualization
  • Balance Sheet
  • Accounts Payable
  • Scheduling
  • Supplier Management
  • Dashboard
  • Calendar Management
  • Forecasting
  • Budgeting
  • Shipping Management
  • Order management
  • Inventory Tracking
  • Customer Management
  • Project Management
  • Data Export
  • Data Import
  • API
  • Multi-User
  • Lead Scoring
  • Notifications

Summary

  • Enterprise Level Accounting

  • Schedule Board Mapping

  • Dispatching & Work Orders

  • Advanced Inventory System

  • Certified Multi-State Payroll

  • Sales Lead Tracker

  • Complete & Extensive Customer History

  • Mobile Management System

  • Customized Form Builder

Hosted

$105.00
1 user(s) / month
Included in plan:
  • 24 month contract
  • $2000 Down
  • Unlimited Users

FAQs

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

  • What are some applications this service is commonly used in tandem with?
  • Works with Excel and Word.

  • Does this service integrate with any other apps?
  • Does not need 3rd Party Accounting Apps.

  • Does this service offer an API?
  • Yes.

  • What platforms does this service support?
  • Mac and PC.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • What is this service generally used for?
  • Fully Integrated
    One software program that handles everything from accounting and payroll to dispatching, service agreements, job costing and more. One software program and one database stops double entry and improves your reporting capability.

    Add Records on the Fly
    Selection lists allow you to “Add New” without exiting the form.

    Multiple Companies and DBA
    Manage multiple companies and create an unlimited number if DBA’s (doing business as). This is handy for those of you who have multiple company divisions.

    Run Multiple Instances
    You can open the software multiple times on the same computer. This makes it easier to multitask. Imagine working on payroll in one instance and dispatching on the other instance.

    User Defined Fields
    Create your own data entry fields and add them to various forms.

    Keyboard Friendly
    We know some of you prefer a keyboard to a mouse so we have worked hard to provide plenty of keyboard shortcuts and provide a finely tuned tab order. This will make data entry must faster.

    Three Click Rule
    Our founder was a contractor. He has a strict rule for our programmers to live by. All common or important information should be no more than three mouse clicks away. Information must also be easy for a contractor/owner to find (not just their office staff). You will find that to be true throughout Total Office Manager.

    Smart Lists™
    Create custom content lists from almost any database table. This feature is perfect for creating truck stock lists, phone call lists, or any other list of data that needs special attention.

    Zip Code Database
    Enter a zip code and the system automatically populates the city, state, county, and country. This database can be updated by the user. This will increase mailing address accuracy and reduce time entering records.

    Required Data Entry Fields
    Certain fields within selected forms can be set to be required. In other words, the user will be forced to enter information into those fields before they are allowed to continue.

  • Who are the main user groups of this service?
    • HVAC Contractors
    • Electrical Contractors
    • Plumbing Contractors
    • Roofing
    • Refrigeration
    • Landscaping
    • Security
    • Safe & Lock
    • Door Installation
    • Hardwood Flooring
    • Water Wells
    • Petroleum Equipment

Publisher

Founded:
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Based in:
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Employees:
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Likes:
1.3k
Followers:

Other

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