Projected Revenue
Does anyone use a report or know of a good way to look at projected revenue based on jobs already booked? For instance looking at what next weeks revenue projection would be based on the jobs booked and invoice totals?
Does anyone use a report or know of a good way to look at projected revenue based on jobs already booked? For instance looking at what next weeks revenue projection would be based on the jobs booked and invoice totals?
Looking to see if "scheduled end time" can be added to the reporting. There is currently an option to have "Scheduled time" which shows when a job is scheduled to start. With this I can determine if a tech starts a job late. I would also like a "sche...
We are looking for a report that can track which CSR booked the call plus the technician that went out on the call, both on the same report. Does anyone know the best way to go about this?
Hello, I am looking for a way to export my technician service calls/reports that include the business unit as well as city location for the customer. Is there a way to be able to export the file as an excel sheet with that included information?
Hello, I am using the Item Consumption Report for used items trying to get a quantity per item name/code. I am able to get this by grouping by the item name field, but it opens the report fully drilled down for hundreds of items. Is there a way to ge...
Good morning! I'm trying to build a scheduled report for install jobs with APPOINTMENTS scheduled tomorrow. If I filter by JOB START DATE it excludes jobs that we are not on the first appointment. If I filter by JOBS WITH APPOINTMENT DATE it is givin...
I am trying to create a custom report to pull that would mirror all the fields that show up on the technicians mobile devices in the dashboard overview reporting. I have managed to get the total and sales fields all attached to my report, but the tab...
I have several custom reports that I've developed for one of my ST clients. I think another of my clients could also benefit, so my question is: is there a way to make this custom report available to my second client without having to re-create the e...
If the Tech's leave the iPad on when they are in the truck, the system SHOULD be able to give the total distance driven (miles) in any give day. If ST were to track miles driven AFTER LAST JOB, then we could see IF they are using the trucks for perso...
We would really love it if there was a report that we could pull that would show the average drive time for technician routes. Currently we are manually tracking this but it would be a huge timesaver if we could pull a report that would grab this dat...
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