---
title: Total Office Manager Reviews
meta_title: 'Total Office Manager Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Total Office Manager works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 3
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: Customer Service
  url: https://www.g2.com/categories/customer-service
---


# Total Office Manager Reviews
**Vendor:** Aptora  
**Category:** [Field Service Management Software](https://www.g2.com/categories/field-service-management)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 3
## About Total Office Manager
Total Office Manager by Aptora is an award-winning, industry-leading ERP, FSM, and CRM software for contracting and field service businesses. As a true all-in-one solution, it handles everything from payroll and accounting to dispatching, inventory management, and marketing. No third-party add-ons required. Developed in 2004 by a team of software engineers and industry expert James Leichter (Mr. HVAC), Total Office Manager was built with deep industry knowledge. James has been in the contracting business since 1985, specializing in HVAC, commercial refrigeration, plumbing, and electrical services. Aptora also offers a mobile app, Aptora Mobile II, which seamlessly connects field technicians with the office for real-time data access and communication. Businesses can choose between Hosted, On-Prem, or Hybrid options—whether they want Aptora to host the software, manage it themselves, or use a combination of both. Please visit aptora.com for more information, and to book a free, custom demo with a software expert.



## Total Office Manager Pros & Cons
**What users like:**

- Users value the **reliable customer database management** in Total Office Manager, enhancing efficiency and ease of use. (1 reviews)
- Users find the **easy implementation** of Total Office Manager helpful for seamless invoicing and inventory management. (1 reviews)
- Users find the **easy setup** of Total Office Manager enhances their experience with seamless implementation and functionality. (1 reviews)

## Total Office Manager Reviews
  ### 1. CRM management and nice Tool on Field Services Management.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Grace S. | Customer Success Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** July 16, 2024

**What do you like best about Total Office Manager?**

The billing and invoicing functions on this platform are excellen, activity tracking and very reliable customer database management solution. Payment collection ability is on top and quite easy system on first implementation and invenory management is impressive.

**What do you dislike about Total Office Manager?**

Never had any problem with the platform because the learning is simple and easy o configure the tool effectively.

**What problems is Total Office Manager solving and how is that benefiting you?**

Effective projects contact databases management, easy to manage all sales operations and the actitivties easy monitoring and even the customer forms easy handling this platform is the best and the management of multiple projects orders with the system is amazing.

  ### 2. Its enhance  the business efficiency

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Networking | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 13, 2021

**What do you like best about Total Office Manager?**

Very strong application that helps you to finalaize your business job

**What do you dislike about Total Office Manager?**

You need a continuous training and helpful tips to use the apps properly

**Recommendations to others considering Total Office Manager:**

I strongly recommend any body who are looking to improve his career path to start up at this field

**What problems is Total Office Manager solving and how is that benefiting you?**

The integration can be done without 3rd party

  ### 3. A total office solution!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Isha S. | App/Cloud Support Associate, Enterprise (> 1000 emp.)

**Reviewed Date:** August 20, 2021

**What do you like best about Total Office Manager?**

The best thing is to be able to pull any data, like accounting and finance. In this program, everything is in one place, so there is no need to import or export to get your accounting to show up. It is very simple to learn and use.

**What do you dislike about Total Office Manager?**

There was an issue some days back for sending emails through the total office manager and outlook.

**What problems is Total Office Manager solving and how is that benefiting you?**

setting up time tracking to get billable reports, handling all project dispatching and scheduling requirements, and easy to export data into Excel for detail analysis.


## Total Office Manager Discussions
  - [What is Total Office Manager used for?](https://www.g2.com/discussions/what-is-total-office-manager-used-for)

- [View Total Office Manager pricing details and edition comparison](https://www.g2.com/products/total-office-manager/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-07+19%3A43%3A54+-0500&secure%5Bsession_id%5D=57e74742-885e-458b-a1c1-1ef5a7b96f9b&secure%5Btoken%5D=dd5c27d20450309eaa4c14feef9a450c7980205b882c923e4b4a8d14c8e67633&format=llm_user)

## Total Office Manager Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Additional Functionality**
- Commercial
- Quality Control Management
- Reporting & Statistics
- For AEC Industry
- Timesheet Management
- CRM
- For Residential
- Real-Time Data
- Customizable Reports
- Contractor Management
- Scheduling
- Financial Management
- Inventory Management
- Mobile Access
- Offline Access
- Purchase Order Management
- Supplier Management
- Change Order Management
- API
- Activity Dashboard
- RFI & Submittals
- AI Copilot
- Subcontractor Management
- Status Tracking
- Incident Reporting
- Bid Management
- Permit Management
- Materials Management
- Access Controls/Permissions
- Activity Tracking
- Real-Time Updates
- Collaboration Tools
- Document Management
- Equipment Tracking
- Contract/License Management
- Generative AI
- Task Management
- Third-Party Integrations
- Project Management
- Risk Assessment
- Accounting Integration
- Audit Trail
- Compliance Tracking
- Building Information Model
- Job Costing
- Multiple Projects
- Workflow Management
- Estimating
- Budget Tracking

**Additional Functionality**
- Time & Expense Tracking
- Technician Management
- Billing & Invoicing
- Third-Party Integrations
- Scheduling
- Quotes/Estimates
- Job Costing
- Job Tracking
- Workflow Management
- Timesheet Management
- Document Storage
- Generative AI
- Location Tracking
- Communication Management
- Work Order Management
- Service History
- Calendar Management
- Activity Dashboard
- IoT Device Management
- Customer Portal
- Mobile Access
- Electronic Signature
- Real-Time Notifications
- Routing
- Equipment Tracking
- Electronic Payments
- Predictive Analytics
- Dispatch Management
- Maintenance Scheduling
- Data Import/Export
- Accounting
- Reporting & Statistics
- API
- Reminders
- AI Copilot
- Customizable Forms
- Customer Database
- Inventory Management
- Accounting Integration
- Cost Database
- Commercial/Industrial
- Job Management
- Customizable Branding
- Labor Rates
- Real-Time Data
- CAD Tools
- Reporting/Analytics
- Customizable Templates
- Search/Filter
- Visual Assemblies
- Bid Management
- Takeoff
- Customizable Reports
- Cost Estimating
- For HVAC Companies
- Collaboration Tools
- Alerts/Notifications

**Additional Functionality**
- Compliance Management
- Inventory Management
- Logistics Management
- Resource Management
- Role-Based Permissions
- Forecasting
- Data Visualization
- Real-Time Monitoring
- Mobile Alerts
- Data Synchronization
- Data Import/Export
- Audit Management
- Workflow Management
- Invoice Management
- Maintenance Management
- Activity Tracking
- Customizable Fields
- Scheduling
- Multi-Location
- Forms Management
- Inspection Management
- API
- Data Analysis Tools
- Offline Access
- Reporting & Statistics
- AI Copilot
- Job Costing
- Real-Time Updates
- Generative AI
- Third-Party Integrations
- Real-Time Data
- Field Mapping
- Production Management
- Accounting
- Work Order Management
- Equipment Management
- Project Management
- Customizable Reports
- Document Management
- Job Management
- Asset Tracking
- Mobile Access
- For Oil & Gas

**Activity Tracking**
- Activity Tracking

**API**
- API

**Calendar Management**
- Calendar Management

**Reporting & Statistics**
- Reporting & Statistics

**AI Copilot**
- AI Copilot

**Third-Party Integrations**
- Third-Party Integrations

**Workflow Management**
- Workflow Management

**Customer Database**
- Customer Database

**Customizable Reports**
- Customizable Reports

**Job Tracking**
- Job Tracking

**Inventory Management**
- Inventory Management

**CRM**
- CRM

**Electronic Payments**
- Electronic Payments

**Customizable Templates**
- Customizable Templates

**Activity Dashboard**
- Activity Dashboard

**Electronic Signature**
- Electronic Signature

**Scheduling**
- Scheduling

**Alerts/Notifications**
- Alerts/Notifications

**Reminders**
- Reminders

**Drag & Drop**
- Drag & Drop

**Mobile Access**
- Mobile Access

**Generative AI**
- Generative AI

**Customer History**
- Customer History

**Real-Time Reporting**
- Real-Time Reporting

**Employee Management**
- Employee Management

**Client Portal**
- Client Portal

**SMS Messaging**
- SMS Messaging

**Quotes/Estimates**
- Quotes/Estimates

**Billing & Invoicing**
- Billing & Invoicing

**Work Order Management**
- Work Order Management

**Email Management**
- Email Management

**Fleet Management**
- Fleet Management

**Multi-Location**
- Multi-Location

**Dispatch Management**
- Dispatch Management

**Accounting Integration**
- Accounting Integration

**Job Management**
- Job Management

**Technician Management**
- Technician Management

**GPS**
- GPS

**Job Scheduling**
- Job Scheduling

**Property Layouts**
- Property Layouts

**Mobile Signature Capture**
- Mobile Signature Capture

**Pest Activity Tracking**
- Pest Activity Tracking

**Pesticide Usage Tracking**
- Pesticide Usage Tracking

**Routing**
- Routing

**For Pest Control Companies**
- For Pest Control Companies

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Task Management**
- Construction Accounting Tool Integrations
- Construction Estimating Tool Integration
- Construction Workforce Management Tool Integration
- Project Tracking
- Information Management
- Communication and Collaboration

**Generative AI**
- AI Text Summarization
- AI Image-to-Text
- Generative AI

**Agentic AI - Oil and Gas Project Management**
- Multi-step Planning
- Cross-system Integration
- Decision Making

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Before the Job**
- Calendar
- Dispatch
- Roles
- Booking

**Site Management**
- Field Service Management
- Field Collaboration
- Mobile App
- Field Reporting
- Timesheets
- Photo and Video Uploads
- Workforce Scheduling

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**On the Job**
- Location
- Employee Communication
- Behavior Monitoring
- Client Notifications
- Field Sales
- Alerts/Notifications
- Real-Time Notifications
- Customizable Fields
- Multi-Location
- Payment Collection in the Field

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**After the Job**
- Reports
- Analytics
- Billing & Invoicing
- CRM Integrations
- Accounting Integration
- QuickBooks Integration
- Third-Party Integrations
- Customizable Reports

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Agentic AI - Field Service Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Additional Functionality**
- Work Order Management
- Checklists
- Maintenance Scheduling
- Parts Management
- Service History
- Residential Properties
- Vendor Management
- Customizable Forms
- Purchase Order Management
- Mobile Access
- Dispatch Management
- Task Scheduling
- Calendar Management
- Asset Tracking
- Technician Management
- Status Tracking
- API
- Document Management
- Job Management
- Preventive Maintenance
- AI Copilot
- Real-Time Reporting
- Commercial Properties
- Real-Time Data
- Historical Reporting
- Contract/License Management
- Customer Database
- Barcode/Ticket Scanning
- Activity Dashboard
- Facility Scheduling
- Workflow Management
- Inspection Management
- Inventory Management
- Predictive Maintenance
- Routing
- Forms Management
- Chatbot
- Documentation Management
- File Storage
- Electronic Signature
- Self Service Portal
- Service Level Agreement (SLA) Management
- Personalization and Recommendation
- Resource Allocation
- GPS
- Reporting & Statistics
- Drag & Drop
- Quotes/Estimates
- Scheduling
- CRM
- Online Time Clock
- Workforce Management
- Activity Tracking
- Contact Database
- Productivity Analysis
- Prioritization
- Customizable Branding
- Price and Cost Calculations
- Performance Management
- Equipment Tracking
- Data Capture and Transfer
- Time Tracking
- Data Synchronization
- Secure Data Storage
- Location Tracking
- Route Optimization
- Offline Access
- Real-Time Updates
- Collaboration Tools
- Chat/Messaging
- Knowledge Management
- Electronic Payments
- Customer History
- Inventory Control
- Performance Metrics
- Project Management
- Client Portal
- Driver ETA
- Job Tracking
- Automated Scheduling
- Customer Management
- Reminders
- Work Order Creation
- Equipment Maintenance
- Data Import/Export
- Search/Filter
- Recurring Appointments
- Contractor Management
- Access Controls/Permissions
- Workflow Automation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

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