Hey Everyone! Looking to run a report on our inventory for usage of each specific inventoried item for a given time frame, last year for example. We have a report created, but it's broken down by each individual transaction, and for this specific rep...
I need some kind of report showing what was there and date and who is running the call back.I have talked to several support people. It just blows my mind there is no way to track call backs on techs with all the other productivity features.
It seems to me that project reports are linked & run off of the jobs. We start with projects and have information & billings go out before we have any labor on a job or even a job created. Also, we bill 100% off the project in our commercial sales bu...
Hello - When building out Job Types - on the main job types page - it would be great to have another column to filter job types by class. Right now it is Name, priority, duration, active.
Backstory: Fireplace & Chimney company. We have a current report that we love and want to keep. Although this format is through numbers on our apple products. Has anyone tried hiring a freelancer to basically code the document to upload it into servi...
We use The New Flat Rate with ST. Each task code (in TNFR) is assigned a suggested/recommended time frame to complete. The time frames are based on a national average. For example, the task code to diagnose and replace a bad capacitor allows 45 minut...
We are looking to have the discounts and fees beta option be included somehow into the legacy reports for sales tax. We use Discounts and Fees on every job so when we run reports for sales tax it sounds like they are not showing up. Does anyone have ...
I have also posted this in the IDEAS platform. COMMUNITY-I-2486 We are located in Upstate New York and we have sales tax I am looking for a report that are total sales and taxable sales by county.The sales tax is determined by the amount of taxable s...
Hi folks! The XD team has been working on new designs for finding and using templates to create reports. Please go to this prototype to give us your feedback by working through a few tasks in a mock-up situation. This activity will take less than 10 ...
How can I run a report that tells me how many of a certain material I sold last year ? Like I want to know how many vacuum breakers we sold in 2022
