Missing Tasks/Services report

[cheri107]

Is there a report, or how can I make a report that has invoices with missing tasks/services. We're having a huge problem with it and I'm trying to make it easier to find those missing tasks/service jobs. Thanks! 

[MirandaMel]

Could you clarify a bit more by what you mean by missing tasks/services?  Are you looking for $0 jobs or just that techs are missing billing out a filter or part, etc...?  Best practice is to have dispatch review each completed job to verify the job tasks accurately reflect the summaries.

[cheri107]

Services you find in the pricebook that go in the invoice. We have our dispatchers look at them for closeouts, but sometimes they miss them. I created a report for invoices that are empty & identified how to find them though. 

[MirandaMel]

Ah, makes sense!  Best practice also is to have tasks attached to job types so that they auto-populate on booked jobs...makes it much easier!

[cheri107]

We do that as well, but in the case of these jobs, we don't know if it's a warranty or chargeable until we go out there and put eyes on it, so we have the technician put the tasks in. But auto-populating them on other jobs has been a live saver! 

[MirandaMel]

For our possible warranty jobs, we autopopulate with both our warranty job task AND our Dispatch/Diagnostic...because either way then the tech has to go in and remove something.