It would be super helpful if the ability to add a "payment terms" field to the Customer List report. I am trying to audit our customer list and make our commercial customers all have the correct payment terms, but I can't add that field on the custom...
Hello,Has anyone set up a report where they can track how many estimates convert VS do NOT convert for a specific job type (in this example Duct Cleaning)? We do a lot of estimates for this job type but I'm having problems tracking our metrics accura...
Good afternoon, Community!We often take a deposit on jobs that are scheduled in the near future. We take the payment on the job as we found using the credit on account was causing us to miss payments being applied properly.Do you have any ideas for a...
Does anyone have a way of tracking the outbound happy calls the CSR makes during the day? Trying to find a way to track the productivity of our CSR.
Hi! Does anyone knows how to find Master Pay File report template to shows a breakdown of technicians’ gross pay, including timesheet details and performance pay activities? Thank you!
Is there a way to run a report for any calls that need to be followed up on? In our old system we had a status button we could put calls on "quote on parts" or "parts on order". Our service manager comes in the mornings and goes thru all the calls fr...
Does anyone know how I can run a service call completed report ?I want to be able to look at the service calls weekly or monthly and see the age of the equipment, as well as the membership status. Am I missing a report that this is can be seen on?Tha...
What would be the best way to make a report that would showcase what the title is asking?If this is already asked in a different way, please redirect me, but I was unable to find another post regarding this.
Is anyone aware of a way to report on revenue per technician but only for labor/service invoice items? I can't seem to find a way to have a report show the correct revenue per technician but filter it for pricebook category Service items or even by G...
I am trying to run a technician efficiency report by job type. Does anyone know if this is even possible? Is there a workaround? I can't be the only one who needs this information.
