I have typically used the Technician Hourly Production Reports to See
Splits by Tech and Job. As I'm attempting to streamline payroll and have
a dashboard report I cannot seem to find any templates that have splits
available. I must be missing it, be...
Does anyone have a better solution to printing and emailing customer
statements, so there is a total outstanding amount clearly called out on
the statement?The current PDF groups balances not yet due along with
balances that are up to 30 days past du...
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 ...
HiI'm trying to build a report that shows material revenue broken down
between revenue from purchase orders as well as van stock, which we have
setup as materials with a default value that technicians can modify.All
the reporting I can find shows a s...
Is there anyway to edit a past non job event for a tech after they are
deactivated?Or even show the tech on the dispatch board when looking
back historically for when they were here?i.e. something listed as
unpaid that should be paid prior to payroll...
There may be a permission in user accounts under settings for creating
reports. Check there. In the meantime on the dispatch board there is a
hold button below the technicians that should list all jobs on hold.
I would think it would be reviewing calls at the end of each day to make
sure they were classified properly.On the dashboard you should see a
representative caller report that you can click on and see calls that
need review.If your calls are not prop...