Hello, I noticed in the report that the close rate is showing as 60% for a case where I have 14 Total Jobs Booked and 8 Opportunities Booked. Based on logic, the Close Rate should be calculated as:function calculateCloseRate(closedOpportunities, sale...
I’m facing an issue with the report API related to time zones. Regardless of which timezone I provide in the parameters, the data is always returned in the America/North_Dakota/Center timezone.I need a solution where I can pass the desired timezone a...
Hi All!Does anyone know the best way to run a report for new opportunities only? Excluding jobs booked off sold estimates, recalls, warranties, etc. I need a report to reflect all new opportunities. I am finding that the report we are running keeps c...
For Jobs W/O Payment Report, it would be nice to have an option to add Customer Payment Net Terms & Due Date as columns. I use this report to track my account receivables. I generate a sheet with this report for my follow ups, so Net Terms with due d...
Is there a way to run a report that calculates employees' pay and takes into consideration that certain items are paid commission which cancels out the hourly pay for the same job where the item was sold?
I want to run (or build) a report that shows me the number of calls that we ran after hours (after 6pm) and all weekend (Sat-Sun) and the revenue generated by those after hour calls. I want the report to be for YR-TO-DT.We are trying to find out what...
I'd like to create a report that shows a specific form that was emailed and how many of them were opened. The email shows up in the audit trail, so it is tracked somewhere I would imagine. The email delivery status is what I need, but with the form a...
We are making a big push taking advantage of second chance leads as well as Schedule Engines missed bookings that are on the Job Booking screen now, trying to recapture and solidify some potential jobs that did not book. We are seeing some great succ...
Good morning,Does anyone out there know if it is possible to add labels to exported POs and invoices? This would greatly help me better analyze Budget v. Actuals for in-progress Projects/Jobs while we transition into using Labels in as a part of our ...
Are we able to edit the technician dashboard that they see from their side. I would like to add an efficiency KPI for them to view.
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| 04-19-2025 05:13 AM | ||
| 04-16-2025 09:21 AM | ||
| 01-22-2025 11:50 AM | ||
| 11-27-2024 10:50 AM | ||
| 10-28-2024 12:02 PM |
