Having an issue running reports on warranty items. Wanted to know how many x we have installed vs. taken back under warranty. Creating a Warranty item in the price book doesn't help because its a task. Anyone have any ideas without effecting inventor...
This is an odd one.During a meeting yesterday we realized that we need to pull a report that grabs all jobs with a certain phrase typed in the notes and I am stumped at how to mine that data out of the system. Anyone have any tips??
Please vote for this idea!COMMUNITY-I-4942We'd love to be able to edit a projects status directly from the Project Dashboard instead of having to click into each project individually.
Hey guys!! I have an issue that I have been trying to work through for a little while and would love to see how you guys measure, and hold techs accountable to the set average ticket KPI. We track Opportunity Job Average and spiff based on a $400 + a...
I must be doing something wrong or have my settings wrong. I am trying to create a report but neither I or the owner have that button. What do I need to do to get that button. I am trying to see my jobs that are on hold.
Hello, I am curious if there is some way to generate a report that pulls call recordings at random for the purpose of reviewing them for training purposes. For instance- the calls would have time length parameters and call reasons and CSRs that would...
Is there a report we can run that will show the items each individual technician needs to pick up from the shop that day before beginning their shift (IE parts or equipment for specific jobs that day)?Also, is there a report to run that will show wha...
Is there a report that can show total leads created in a date range and summarize them by user?I'm looking for the total to match the number of leads that come up when you search for all leads created in a time frame and every report I can find does ...
Good afternoon,What is the best report that will track my technicians Commision/Bonus? I have run through some of the reports and created my own and I can't seem to a find a report that has commission attached to it. I need to find a report that has ...
Adding Marketing Campaigns as a Column to the Project Costing Summary Report would be a huge help! It would help to see where the leads came from when looking at the projects gross margin %
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