Customers by Name

Customers by Salesperson
Customers by Last Activity
Customers by Specific Salesperson
Customers by Installation Date Range
Customer Labels, Site Address
Customer Labels, Billing Address

Customer Contact Report
Customer Equipment List
Customer Trunk List
Warranty Expirations by Date Range
Maintenance Exp. by Date Range
Billable Customers

Module Reports and Forms

• Customer Snapshot
• Customer Equipment and Trunk Reports
• Open or Closed Service Report
• Service History Report
• Statements and Past Due Notices
• Order and Contract Invoices
• Site Directions Report
• General Customer & Site Notes
• Subcontractor and Sales Notes

Service Calls Reports

Open Service Calls
Open by Request Date
Open by Due Date
Open by Technician

Open by Service Code
Open by Billing Status
Closed Service Calls
Closed by Date Closed
Closed by Technician
Closed by Service Code

Closed, Billing Summary
Closed by Billing Status

Module Reports and Forms

• Service Ticket (Basic, Standard, Invoice, Dot Matrix Styles & Print Friendly Versions)
• Closed Service Call Invoice (Print & Email)
• Service History & Service Detail Reports
• Materials Request & Material List Reports
• Customer Equipment and Trunk Reports
• General Customer & Sales Notes
• Site Directions Report

Parts Rolodex

All Items on File
Parts by Manufacturer
Parts by Item Name
Parts by Part Number

Parts by System
Parts, Item Cost
Parts, Item Sell Price

Inventory Reports

Open Inventory Items

Inventory by System Type
Inventory by Location
Part Number Report
Inventory by Item Name
Open Purchase Orders
Purchase Orders by Vendor

Open Vendors
Items at Minimum Levels
Vehicle Snapshot
Vehicle List
Vehicle Fuel Receipts
Vehicle Tags Due

Vehicle Inspection Due
Vehicle Maintenance Schedule
Vehicle Maintenance History

Module Reports and Forms

• RMA Authorization Ticket
• Purchase Order
• Bar Code Product Labels

Open Installation Orders

Open by Request Date
Open by Due Date
Open by Technician
Open by Service Code
Open by Billing Status
Closed Installation Orders

Closed by Date Closed
Closed by Technician
Closed by Service Code
Closed, Billing Information
Closed by Billing Status

Module Reports and Forms

• Install Ticket (Basic, Standard, Invoice, Dot Matrix Styles & Print Friendly Versions) Closed Service Call Invoice (Print & Email) Service History & Service Detail Reports Materials Request & Material List Reports Customer Equipment and Trunk Reports General Customer & Sales Notes
• Site Directions Report

System Reports

Contacts Rolodex

User Activity Log

Receivables Reports

Open Invoices
Aging by Billing Name
Aging by Site

Payments
Credits
Recurring Billing
Billing History
Billing Summary, No Sales Tax
Sales Tax, Accrual-Based

Sales Tax, Cash-Based
Customer Statement
Past Due Notice
Sales by Current Month
Sales by Current Week
Sales by Current Day

Sales by Date Range

Module Reports and Forms

• Invoices (Print & Email Capability) Payment, Credit & Deposit Receipts Service History & Service Detail Reports Materials Request & Material List Reports General Customer, Sales & Invoice Notes
• Site Directions Report

Sales Leads Reports

Open Sales Leads

Module Reports and Forms

• Sales Lead Snapshot
• Proposal (Print & Email Capability)

Report Designer

Customize any of the following forms with the Report Designer feature in the Utilities Module.

Service Call Tickets

• Basic Style Standard Style Invoice Style
• Dot Matrix Style

Installation Order Tickets

• Basic Style Standard Style Invoice Style
• Dot Matrix Style

Installation Order Tickets

• Basic Style Standard Style Invoice Style
• Dot Matrix Style