Reports for dispatch pro use
Is there a way to create a report that shows how many of our CSR are letting dispatch pro assign jobs to techs vs our CSR doing it manually and by-passing dispatch pro.
Posts
Sales Reporting
Anyone not seeing office sales for won estimates on Dashboard Sales? They are not coming up under Report either. All my business units are turned on. I can find the original approved estimate and the completed job but the reporting is only showing th...
Reports showing new cust vs Install jobs
I am wondering if anyone has this built and working. I am trying to pull reports, without having to go through each customers account and scrub the list, that will show completed install jobs from new customer accounts.If I go to build a report based...
Form Submission Report Broken?
I had a scheduled report that allowed me to see content on a form submission and give me a daily report of what my Techs are filling out. Worked great. Now all of the sudden its got unavailable data and the columns I had selected on the previous repo...
Sales Report with Follow Up Sales
We try to one sit close every job but we have a team inside that follows up on unsold jobs. Our issue is when those jobs sell we are now needing to create a 2nd job, the second job is counting as a new opportunity even when the non op/no charge box i...
Reports,
Help!!! I am trying to build a report for specific job types that don't have a recurring service at the location.
Hours Per Task
I was wondering if there was a report that can be ran to determine an average amount of time spent on a specific task. Essentially, we have "Sold Hours" associated to task, but some technicians may finish earlier or later on a task. I was wondering i...
Technician Reporting/Dashboard Request (add Material and Labor expense)
My request: Make materials + purchase orders expenses and labor expenses reportable by technician and business unit (and in Dashboards).Currently you can report on purchase order line items which is by item #, job #, or vendor. You can report technic...
I really need recurring visits and membership billings to talk to each other
Can y'all give these ideas some attention PLEASE!! I need to be able to run 1 report and build an audience for recurring visits that has the membership billing invoice balance!! COMMUNITY-I-2869COMMUNITY-I-1902
tankless/descale yearly report
I need to find a report that contains customers that need the yearly descale done? Where do I find that?
