Aptora

What Aptora does

Aptora Corporation is a privately held, family-owned software company founded in 1995 and headquartered in Lenexa, Kansas. It develops and sells Total Office Manager, an integrated ERP, CRM, and field service management platform purpose-built for trade contractors, with primary emphasis on HVAC and secondary coverage of plumbing, electrical, construction, roofing, alarm/security, locksmith, and petroleum equipment industries. The product combines enterprise-level accounting, certified payroll, inventory, service agreements, scheduling and dispatch, GPS, flat rate pricing, two-way texting, and a mobile application (Aptora Mobile II) into a single Windows-based system with a SQL Server database and C#/.NET architecture, supplemented by cloud components and the recently launched Contractor Compass 360 real-time dashboard. The company reports serving 5,200+ contractor businesses across the United States, Canada, and Australia.

Aptora operates a sales-led go-to-market combining direct field and inside sales, mandatory annual support plans that bundle software updates, GPS, and payroll tax table maintenance, and channel distribution through EGIA, Trane Comfort Specialist, and American Standard Customer Care programs. Revenue is generated through concurrent-user software licenses (recurring), mandatory annual support agreements, professional services including onsite training via Aptora University and business coaching, ancillary shop products (Flat Rate Simple, e-books), and a customer referral program paying a 5% commission plus a $549 bounty. Founder James R. Leichter, also known as Mr. HVAC, is the public face of the company and an industry thought leader; his wife Susan M. Leichter leads HR and administration. The company is bootstrapped, profitable, and has remained under continuous family ownership since inception.

Name

Aptora

Legal name

Aptora Corporation

Website

https://aptora.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Aptora Corporation is a family-owned software company that develops Total Office Manager, an integrated ERP/CRM/field service management platform purpose-built for HVAC, plumbing, and other trade contractors, serving 5,200+ businesses across the US, Canada, and Australia.

Ownership category

akta.pro rank

Product category

Field Service Management Software

NAICS

Software Publishers (513210), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)

akta.pro primary industry

Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)

Keywords

• Field service management software
• Contractor ERP software
• HVAC business software
• Service dispatching software
• Contractor accounting software

Headquarters

HQ city

Lenexa

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Software Licenses (Total Office Manager, Flat Rate Plus Online, Aptora Mobile II): Primary revenue from selling Total Office Manager software licenses under a Concurrent User License model. Additional revenue from Flat Rate Plus Online and Aptora Mobile II applications. Licenses are sold per concurrent user with location-based pricing.
2. Support Plans and Maintenance: Annual support agreements required for software updates, bug fixes, and GPS Mapping features. Payroll tax table updates are included. Support is mandatory to maintain software functionality over time.
3. Professional Services (Training, Onboarding, Consulting): Revenue from Onsite Training, Software Onboarding, Business Coaching, Business Consulting, Database Migration, and Custom Programming services. Training includes Aptora University in-person events.
4. Additional Software Products: Revenue from shop products including Flat Rate Simple, Contractor Compass dashboards, and e-books such as The Essential Guide to Inventory and Warehouse Management.
5. Customer Referral Program (5% Commission): Partners and customers earn 5% referral fees on net software sales through the Customer Referral Program.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels9 records

Core offering

Aptora develops and sells all-in-one ERP, CRM, and field service management software (branded as Total Office Manager and Aptora 360) for HVAC, plumbing, and contracting businesses. The platform unifies enterprise accounting, certified payroll, advanced inventory, service agreements, flat rate pricing, scheduling/dispatching, GPS, two-way texting, sales & marketing, and a mobile field app into a single integrated system. Supplementary products include Flat Rate Plus Online, Aptora Mobile II, Contractor Compass 360 dashboards, and Flat Rate Simple for Excel.

Product overview

Aptora offers a platform-plus-modules architecture centered on Aptora 360 as the all-in-one unified platform. The core product is Total Office Manager, an award-winning ERP solution that serves as the foundation for field service business management. Additional products include Flat Rate Plus Online for pricing optimization, Aptora Mobile II for field technician connectivity, Contractor Compass 360 for executive dashboards, and Flat Rate Simple for Excel-based flat rate pricing. The suite integrates office accounting with field operations, sales management, and customer relationship management into one cohesive system.

Differentiator

Problem solved

Functional benefit

Brands

• Total Office Manager: Flagship all-in-one ERP accounting software for HVAC, plumbing, and field service businesses
• Aptora 360
• Flat Rate Plus Online
• Aptora Mobile II
• Contractor Compass
• Mr. HVAC
• RA Tax & Accounting

Products and services

• Total Office Manager Award-winning ERP software for HVAC, plumbing, and contracting businesses that combines enterprise-level accounting, certified payroll, advanced inventory, service agreements, two-way texting, sales & marketing, caller ID, field service scheduling, dispatching, GPS, flat rate pricing, mobile app integration, and automation in a single integrated system.
• Aptora 360 True all-in-one software platform that combines ERP, CRM, and field service management capabilities into a unified system for running entire contracting businesses.
• Flat Rate Plus Online Flat rate pricing software designed for HVAC and field service contractors to convert pricing into profit through standardized flat rate price books.
• Aptora Mobile II Mobile application that keeps field technicians connected to the office, enabling field communication, work order access, and real-time data synchronization.
• Contractor Compass 360 Real-time executive dashboard providing field service business owners and managers with instant visibility into key performance metrics, operations, and business health indicators.
• Flat Rate Simple Flat rate pricing tool for Excel that helps contractors create and manage flat rate pricing tables for service work.

Quantifiable outcome

• Serving 5,200+ companies with software
• +1 more outcomes

Named customers8 records

Segments8 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature7 records

Partnerships

Six partnerships are on record, tiered core.

• EGIA (Electric & Gas Industries Association)coreChannel Partner/ Reseller/ DistributorEGIA is an organization committed to helping contractors achieve success through various services and tools. As a marketplace preferred partner, EGIA provides a distribution channel for Total Office Manager to their contractor member base.
• EGIA Contractor UniversitycoreStrategic or Co-development PartnerComprehensive classroom instruction and convenient online training systems that deliver proven roadmaps to success from accomplished educators. James Leichter is a founding faculty member of EGIA.
• TranecoreChannel Partner/ Reseller/ DistributorApproved Trane Comfort Specialist Field Service software and Customer Resource Management software platform. Trane members may receive credit towards their membership program for purchasing Total Office Manager, creating a co-marketing incentive.
• American StandardcoreChannel Partner/ Reseller/ DistributorAmerican Standard Customer Care Program members can receive $2,000 in credit for purchasing Total Office Manager, creating a significant discount incentive for the contractor network.
• Mr. HVACcoreStrategic or Co-development PartnerMr. HVAC delivers industry specific services, tools, and resources to help businesses grow. Owned by James Leichter, it serves as a thought leadership and content marketing vehicle for Aptora.
• RA Tax & AccountingcoreImplementation/ SI/ Consulting PartnerKansas City's premier full-service accounting firm serving clients nationwide with extensive experience in the services industry. Uses Total Office Manager internally and recommends it to clients.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• ServiceMax: ServiceMax (now part of PTC) is an enterprise field service management platform with broader capabilities serving larger equipment-intensive service organizations. Comparable to Aptora in FSM functionality but targeting larger asset-heavy enterprises rather than SMB contractors.
• ServiceNow Field Service Management: ServiceNow FSM is an enterprise field service management platform serving large organizations. Tangentially comparable to Aptora in core FSM functionality but serves very different customer segments (large enterprise vs. SMB contractors).
• QuickBooks (Intuit): QuickBooks is the dominant SMB accounting software in North America used by many contractors as their base accounting system. Aptora explicitly positions Total Office Manager as a replacement for QuickBooks + add-ons for contractors needing integrated FSM and contractor-specific features.
• Sage Construction & Real Estate: Sage offers construction and contractor-focused accounting and ERP solutions including Sage 100 Contractor. Comparable to Aptora in serving construction and contractor verticals with accounting and project management capabilities, though Sage targets a broader enterprise market.

Direct peers

• Jobber: Jobber is field service software for home service businesses including HVAC, plumbing, and electrical. Directly comparable to Aptora with similar scheduling, dispatching, invoicing, and CRM functionality, though Jobber is a pure cloud SaaS targeting smaller SMB contractors.
• Housecall Pro: Housecall Pro is field service management software for home service professionals. Directly comparable to Aptora in serving HVAC, plumbing, and similar trades with scheduling, dispatching, and customer management, with a more modern mobile-first SaaS architecture.
• ServiceFusion: ServiceFusion offers field service management software for small to mid-sized service businesses including HVAC, plumbing, and electrical. Directly comparable to Aptora with similar all-in-one approach and overlapping vertical focus.
• FieldEdge: FieldEdge provides field service management software specifically for HVAC, plumbing, and electrical contractors. Highly comparable to Aptora with overlapping vertical focus, similar feature set (dispatching, scheduling, inventory), and similar SMB-to-mid-market customer base.
• ServiceTitan: ServiceTitan is the leading all-in-one field service management software for HVAC, plumbing, electrical, and other trades. Directly comparable to Aptora as both serve the same contractor verticals with integrated ERP/CRM/FSM platforms, though ServiceTitan targets the higher end of the market with significantly more venture funding.

Emerging players

• mHelpDesk: mHelpDesk provides field service software for small businesses across HVAC, plumbing, electrical, and similar verticals. Comparable to Aptora with overlapping feature set (scheduling, invoicing, customer management) but positioned as a more lightweight, lower-priced alternative.

Market position

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights3 records

Customer concentration

• Xx.com/FieldSoftware
• Facebookfacebook.com/aptora
• LinkedInlinkedin.com/company/1447606

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Aptora