Reports

1. Service Reports

Reports focusing on your service operations:

Weekly/Daily Job Summary: Overviews of job activities for a specific period.
Daily Job Report: Detailed list of jobs scheduled and completed each day.
Employee Assignments: Reports on which employees are assigned to specific jobs.
Knowledge Base: Access to your library of service-related information and solutions.
Service Renewals: Tracks upcoming service agreement renewals.
Job Report: Detailed information on individual jobs.
Quote Report: Summary and details of generated quotes.
Quote Follow Up Report: Tracks the status of outstanding quotes and follow-up actions.
Weekly/Monthly Routine Inspections: Schedules and records of regular inspection tasks.
6 Monthly & Annual Routine Inspections: Reports specific to longer-term inspection schedules.
Annual Fire Safety Statement: Documentation related to fire safety compliance.
Cancelled/Unscheduled/Incomplete/Un-invoiced Jobs: Lists of jobs in these specific statuses.
Property Report: Information related to service locations or properties.
Technician Status Report: Current availability and activity of your technicians.
Job Notes: Records of notes and details added to specific jobs.
Call History: Log of incoming and outgoing calls related to service.
Daily/Weekly Schedule: Visual representation of the service schedule.
Single/Multiple tech schedules: Schedules focused on individual or groups of technicians.
Daily/Weekly Horizontal Schedule: Schedule displayed in a horizontal timeline format.
Live Map: Real-time location tracking of technicians or assets.
Wip Day: Report on Work in Progress for a specific day.
Vehicles: Information and status of your company vehicles.
Employee/Customer Resources: Reports on allocated resources for employees or customers.

2. Financial Reports

Reports detailing your company's financial performance:

Invoice Report: Detailed breakdown of issued invoices.
Receipt Report: Records of payments received.
Debtors Aging Report: Summary of outstanding invoices categorized by age.
Historical Debtors/Customer Debtors Report: Past and current records of customer debts.
Customer Payments: Detailed list of payments made by customers.
Job Allocation Report: Financial breakdown of costs and revenue per job.
Customer Sales/Quotes Report: Data on sales and quotes generated for customers.
Non-Returning Customers: List of customers who haven't returned for services.
Job Profitability Report: Analysis of profit margins for individual jobs.
Invoice Analysis/Profit Analysis: Deeper insights into invoicing and profitability trends.
Mass Invoices: Reports related to generating invoices in bulk.
End of Month Report: Financial summary for the end of a specific month.
Company/Technician Daily Revenue Report: Daily revenue generated by the company or individual technicians.
Technician Job Comparison Report: Comparison of job performance between technicians.
Technician Time Sheets: Records of time worked by technicians.
Daily/Weekly Time Sheets: Time sheet data summarized by day or week.
Collected Payments: Report on payments that have been successfully collected.

3. Trend Analysis Reports

Visual reports to identify patterns and trends in your data:

Invoice/Account/Quote Activity Graph: Visual representation of activity over time.
Service Category/Breakdown: Analysis of service trends by category.
Service/Job Status/Job Type Activity Graph: Trends related to service, job status, and job type.
Call Activity Graph: Visual representation of call volumes.
Referral Activity Graph: Trends in customer referrals.
Industry Breakdown Report: Analysis of service trends by industry.
Technician Activity/Rate History Graph: Visuals of technician activity and changes in their rates.
Sales Rep Activity Graph: Performance trends of sales representatives.
Start Time Comparison: Analysis of job start times.

4. System Reports

Reports on system usage, activity, and health:

User/Access/Active Logs: Records of user logins, access attempts, and currently active users.
Security Audit: Logs of security-related actions within the system.
Email History: Records of emails sent from the system.
SMS Activity Graph/History: Visual and detailed records of SMS communications.
Customer Files: Report on uploaded files associated with customer records.
System Events: Log of significant system occurrences.
Storage Space: Information on current system storage usage.
System Database Size: Report on the size of the system database.
System Health Automation: Status of automated system health checks.
System Update Logs: Records of system updates and changes.
System Licence: Information about your system license.

Updated: 24 April 2025