Is there a way to run a report that calculates employees' pay and takes into consideration that certain items are paid commission which cancels out the hourly pay for the same job where the item was sold?
I want to run (or build) a report that shows me the number of calls that we ran after hours (after 6pm) and all weekend (Sat-Sun) and the revenue generated by those after hour calls. I want the report to be for YR-TO-DT.We are trying to find out what...
I'd like to create a report that shows a specific form that was emailed and how many of them were opened. The email shows up in the audit trail, so it is tracked somewhere I would imagine. The email delivery status is what I need, but with the form a...
We are making a big push taking advantage of second chance leads as well as Schedule Engines missed bookings that are on the Job Booking screen now, trying to recapture and solidify some potential jobs that did not book. We are seeing some great succ...
Can I run a report that shows cost of purchases and returns in the same report?
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,...
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...
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?
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.
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...
