I don't know if this sounds crazy, but is it possible to request an Attachment Report?I feel like this can be beneficial especially if we wanted to pull a brag file together real quick from all of the pictures our technicians take.The report could of...
Hi. I am comfortable with our A/R summary that gives a real time look at what we need to collect. Is there any way I can take a look back and see what A/R was a month ago or even a year ago and take that info to compare/contrast how we are doing on c...
I am trying to build a report for specific job types that don't have a recurring service at the location. I can run completed jobs and also some more reports for recurring services but having trouble running a report that I can have both sets of data...
I'm looking for a report or suggestions on building a report to show true budget versus actuals for our proposed/quoted work. Does anyone have a report they can share or directions to help? I played around with the different WIP options but did not f...
Hello all! Our accountant is wondering if there is a report that can be ran daily to track meal breaks? Any advice will be helpful. Thank you!
I have an idea I would like to promote. I am going to post it to multiple threads. Here we go:In the BU settings you can set a daily revenue goal. It's the Goal field. Duh. What if they labeled it Revenue Goal? And then, what if, just bear with me, w...
Curious if anyone has built a report or combination of reports that easily compares the existing costs for materials and equipment in Pricebook to the last received costs for those items.We have challenges with suppliers not communicating price incre...
Good morning -I am looking for a report that will show daily / weekly / monthly operating costs.Looking for the ability to break down by department and show cost vs income. Any suggestions?
I am looking for a way to forecast busy and slow seasons so we can better anticipate how to schedule our office and technicians. Is there a report that can better show comparatives for how many calls came in and how many jobs were attended on a week ...
Is there a glossary that exists that shows all the explanation of the terms used on the modular dashboard? I have the download of the mobile scorecard sheet and it has the ones for that on it, but I am looking for a full glossary.
| Subject | Author | Posted |
|---|---|---|
| 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 |
