Service Report

The Service Report allows the user to view services and related job and service cost information.  It is a multi-use report for all service related needs.

Service Report Images

Report Columns Displayed Description
Contact Name Displays the name of the Contact from the Contact Data Entry Screen
Job Number Displays the Job Number from the Job Data Entry Screen
Balance Due Displays the result of the Total Contract minus any payments that have been entered
Product Name Displays the Product Name from the Job Data Entry Screen (in the Products & Services area)
Work Crew Displays the Work Crew (from the Production Data Entry Screen)
Project Manager Displays the Project Manager (from the Production Data Entry Screen)
Service Rep Displays the Service Rep (from the Service Data Entry Screen)
Service Type Displays the Service Type (from the Service Data Entry Screen)
Request Date Displays the Request Date (from the Service Data Entry Screen)
Completed Date Displays the Completed Date (from the Service Data Entry Screen)
Warranty or Billable Displays Warranty/Billable that was selected (from the Service Data Entry Screen)
Service Amount Displays the Service Amount (from the Service Data Entry Screen)
Amount Paid Displays the Amount Paid (from the Service Data Entry Screen)

Filtering Options (ie-Date Range)
All Records
Request Date Range
Completed Date Range

Grouping Options
** Required**
Service Status
Contact Name
Service Rep
Product Name
Service Type
Work Crew
Project Manager
Warranty/Billable

 

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