Customer Property Report
The Customer Property Report provides a comprehensive overview of properties associated with your customers, allowing for quick access to essential details, job statuses, and contact information. This report is designed to help you manage customer properties efficiently and keep track of related activities.
Understanding the Sections
The Customer Property Report is organized into several distinct sections, each offering a unique perspective on your customer property data:
Top Bar Filters
At the top of the report, you'll find several filters that allow you to customize the displayed data:
- All Companies: Filter properties by specific companies.
- All Job Types: Select "All Job Types" or specific types of jobs to view properties related to them.
- All Job Status: Filter properties based on the status of associated jobs (e.g., Open, New Job, Jobs, Calls).
- Go Button: Apply the selected filters to update the report.
- Export Properties: Click this button to export the property data.
- Export Services: Click this button to export the service data related to the properties.
Understanding the Columns
The Customer Property Report table displays the following information for each property:
- ID: A unique identification number for the property.
- Job Status Indicators: Icons or text indicating the status of associated jobs (e.g., "Open Calls," "New Job," "Jobs").
- Building Name: The name of the building or property.
- Address: The full address of the property, including suburb and postcode.
- Site Contact: The name of the primary contact person at the property.
- Property Notes/Alerts: Any specific notes or alerts related to the property (e.g., "Job or billing address").
Navigating and Using the Customer Property Report
- Filtering: Use the "All Companies," "All Job Types," and "All Job Status" fields to narrow down the data and focus on specific properties or job types.
- Pagination: If there are many properties, use the pagination controls (e.g., "Start Previous," page numbers, "Next End") to navigate through the report.
- Export: Use the "Export Properties" and "Export Services" buttons to download the report data, likely in CSV format, for further analysis in spreadsheet software.
Key Benefits of Using the Customer Property Report
- Centralized Property Information: Quickly access all relevant details about customer properties in one place.
- Job Status Overview: Monitor the status of jobs associated with each property, helping you stay organized and prioritize tasks.
- Efficient Contact Management: Easily find site contact information for quick communication.
- Improved Service Delivery: Utilize property notes and alerts to provide more tailored and efficient service.
- Data-Driven Decisions: Use the report to understand property-related trends and make informed decisions regarding resource allocation and service planning.
- Optimized Scheduling: As per your saved information, drag-and-drop scheduling makes it as easy as possible to find the right time and space for every job, with changes instantly reflected across the system. This capability can be leveraged to effectively manage jobs associated with customer properties, ensuring efficient allocation of resources and timely service delivery.