Reports
Can I run a report that shows cost of purchases and returns in the same report?
Posts
Sold vs Unsold Estimates Reports
This sounds complicated but I hope its an easy fix. Our techs go out on service, maintenance or sales calls. The sales calls are easy enough to track because the business unit is sales. However, when the techs go out on a service or maintenance call,...
Reporting on materials price with an item group
First some background. Most of our jobs are created as item groups with materials as sub items so markups apply correctly by dynamic pricing rules (we use this structure when a part number is already in Pricebook). However, this makes it seemingly im...
route efficiency
We have recently turned on Dispatch Pro for the electrical service department. It has shown to be very productive and efficient. Is there any type of route efficiency reporting that can be pulled to show the before and after when using Dispatch Pro?
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.
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...
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...
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
