Good morning!We run job costing for every install and report it to the management team/sales advisor. We run the aggregated job costing report weekly as well. I am looking for input from others...what do you use for best KPI's to get your gross profi...
Hi all-We work in multiple zones & are hoping to build/pull a report where we can have all leads for follow up with customer phone & email, by zone (or multiple zips). We've spent a significant amount of time trying to figure this out, but haven't fo...
Hello,I am trying to create a workflow for alerting our office of possible 3rd party warranty claims to process. What I have created is a tag for the equipment with this warranty. Then my thought was for the tech to mark the equipment on the job as s...
We have tried various ways, and it takes too long to find something so simple, we must be doing it wrong. Right now we have to export to Excel an account owner's client list from a previous year, and then export a current one, then sort and find out ...
In the From-To Section of the report, it would be wonderful to have TOMORROW be an option. That way when we apply tags like "Parts-Ordered", it will run an automatic report letting us know the jobs we are planning to work on with ordered parts. This ...
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.
AR Reports have a different view from different users. Why?
The Duplicate Location report does not have a column with "city" added to it, however it would be more accurate since we have lots in this report that are the same address just in a different town. Please add city or town to this report.
I know when you send statements via email from AR Management you get a list of customers with missing emails. This list only appears just before you send the emailIs and isn't printable. Is there a way to generate a report filtering customers with ba...
Trying to set up a report to determine what customers notifications are turned off? We have a tag for the one's we want turned off so I can easily find them, but some customers notifications get turned off when having to redispatch or something of th...
