Aptora Reviews & Pricing

Key Features

• Accounting: Create and share quotes, estimates and invoices using pre-built templates. Manage accounts receivables, accounts payables and payroll centrally by importing QuickBooks data. 
• Contact Database: Create, store and manage a central contact database for all clients, leads, staff, vendors and contractors. Include details such as email ID, phone number, residential address, communication history and more. 
• Scheduling and Dispatch: Schedule jobs by field staff availability, open time slots and nearest available resource for an open work order. Manage all staff and work orders centrally with a color-coded calendar to define timesheets for all field staff members and job statuses. Integrate with Google Maps for directions and route optimization. 
• Payroll Management: Manage payroll processing for field and office staff, track time and automatically sync updates with accounting modules. Maintain differential payroll for vendors as per their contracts. 
• Custom Forms: Collect customer insights and feedback to continually improve services and build customer loyalty with editable, customizable and dynamic feedback and survey forms. 
• Vendor Management: Add third-party vendors, contractors and subcontractors, set up KPIs and track task completion in accordance with SLA compliance to maintain service quality and customer satisfaction. 
• Sales Management: Use the sales management module to centrally manage leads, collect granular lead data for targeted marketing campaigns, assign leads to salespersons and analyze lead-close ratios. 
• Inventory Management: Keep track of equipment, tools, and stored or assigned machinery. Track usage to predict wear-and-tear, repairs and replenishments. 
• Service History Management: Maintain and access service history records for each customer along with details like address, order requests, resources used, photos and invoices. 
• Work Order Management: Create and schedule new jobs and update details of existing work orders. View work order progress and payments statuses. Track job costs and expenses and maintain employee payroll from a central dashboard. 
• CRM: Manage multiple contacts, multiple locations, equipment, price levels, job details and job history for each contact from a central interface. Engage both potential and existing customers. 
• Aptora Mobile II: Digitize end-to-end operations, automate job assignment, scheduling and dispatch. Let field technicians track their job statuses and work order progress, communicate with back-office employees and collect signatures on-site through a fully-featured mobile app for iOS and Android devices. 
• Reports and Analytics: Access data-rich reports for all aspects of business, such as job profits, lead generation, revenue generation, marketing ROI, payroll, invoice, transaction, timesheets and more. Customize reports to view real-time data and handle critical decisions. 

Limitations

•  Inventory management needs improvement. 
•  Reports are difficult to find initially. 
•  Learning curve is steep. 
•  Migration process is time-consuming and bumpy. 

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