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Advanced Essentials for Service
Presenter: Debra Walke
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Agenda Top 3 Support Questions Service Billing Report Generator
Standard Reports
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Top 3 Support Questions How do I prepare a credit note?
How do I apply a discount? Why do I have to cancel the invoice before I can modify other fields?
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Service Billing Report Generator
Service Contract Codes have been added Combines Work Order information with Contract Information
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Billing Projection Report
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WIP T&M Report
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Belts and Filters Report
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Backorder Report
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Work Order Time Report
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Technician Time Report
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Equipment/Labor Rate Tables Report
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Equipment/Labor Rate Tables Report
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Work Order Status Log Report
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Weekly Flat Rate Report
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Analysis of Calls by Source Report
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Employee Work Order Summary Report
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Technician/Occupation Workload Report
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Service History Report
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Daily Dispatch Log Report
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Scheduled Maintenance Summary Report
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Customer Service Items Report
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