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 DisplayedDescription
Contact NameDisplays the name of the Contact from the Contact Data Entry Screen
Job NumberDisplays the Job Number from the Job Data Entry Screen
Balance DueDisplays the result of the Total Contract minus any payments that have been entered
Product NameDisplays the Product Name from the Job Data Entry Screen (in the Products & Services area)
Work CrewDisplays the Work Crew (from the Production Data Entry Screen)
Project ManagerDisplays the Project Manager (from the Production Data Entry Screen)
Service RepDisplays the Service Rep (from the Service Data Entry Screen)
Service TypeDisplays the Service Type (from the Service Data Entry Screen)
Request DateDisplays the Request Date (from the Service Data Entry Screen)
Completed DateDisplays the Completed Date (from the Service Data Entry Screen)
Warranty or BillableDisplays Warranty/Billable that was selected (from the Service Data Entry Screen)
Service AmountDisplays the Service Amount (from the Service Data Entry Screen)
Amount PaidDisplays 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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