Resolved! Report for Credit on Accounts
Is there a report or way to see a list of accounts/customers that have a credit and the amount? I am trying to do a double check to make sure all payments are applied correctly and not forgotten in limbo.
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Posts
Project Labels to report on Material usage Demo
This is a Demo of how I'm using Project Labels to organize and clean up the materials coming to form our estimates. This feature is promising and there are still issues and opportunities for improvements.
Resolved! Summation of Service Calls Completed
Is there a report available that provides the following:Service "Call Code" used by technician, The quantity of that Call Code. Over a Time PeriodSo, that you can see which "Call Codes" are the most common used. Then once you have that they can be so...
Resolved! CSR performance
It would be nice to know where in ST each CSR was during each hour. Like this CSR was in 5 customer accounts during this hour or was creating a report, or in unsold estimates, or follow up tab, or in dashboard, or on 10 outbound calls so you can see ...
job completed detail report - known bug?
When I run the job completed detail report, instead of labor or payroll populating in the labor column, services and discounts are being populated in that column. Our CSM said he submitted a bug fix, but it has not been fixed yet. I'm told it's becau...
Dispatch KPI Report
Does anyone understand how to use the Dispatch performance report? I am completely lost. It is showing the CSRs as dispatching jobs but they are not. How does it figure the numbers? I assume it includes everything even if just a phone call and not an...
Tech rating reports
Hello! It would be great if we could pull a report based off of tech ratings 1-5. Thank you
Timesheets
I would like time to be calculated in hours and minutes. Not in increments of 100.
Technican scorecard pulling in techs incorrectly
When I use the modular dashboard and drill down by business unit (department), it is randomly pulling in technicians that do not belong in that BU and they do not have any opportunities. Any reason this might happen. Example would be that a service t...
Account view of Projects
When in the customer account view, a customer could have several estimates (none of which have an estimate number), along with several jobs and several projects. It would be nice to have visibility at the account level as to which estimates and jobs ...
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Unanswered Topics
| Subject | Author | Posted |
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| 01-22-2025 11:50 AM | ||
| 11-27-2024 10:50 AM | ||
| 10-28-2024 12:02 PM | ||
| 10-24-2024 09:01 AM | ||
| 10-16-2024 10:59 AM |
