Fieldwork Lists & Reports

Customer List

• View all active, inactive, or by customer type
• Bulk Actions include printing or emailing account statements
• Drag n’ Drop columns to customize your view
• Sort each column A-Z or 0-9
• Add new service locations from the list
• Search by name, address, zip, city state, account number, or phone number in the Search Box in the left column
• Search by Invoice number, Work order number, Account number, and customer name in the Search Box in the Top Menu

View Customer List tutorial video

Sales > Work Orders

• Filter your view for date of service, technician/route, work order status, and by service type
• Bulk Actions include batch scheduling work orders from the Work Pool to the Calendar and completing work done by technicians using paper tickets
• Drag n’ drop columns for a customized view
• Sort each column A-Z or 0-9
• Print individual or groups of paper tickets

View Work Orders tutorial video

Sales > Invoices

• Filter your view for invoice date, technician/route, and invoice status
• Bulk Actions include batch printing and emailing
• Drag n’ drop columns for a customized view
• Sort each column A-Z or 0-9
• Quick Pay existing invoices
• Create new invoices
• View emailed status and QB sync status

View Invoices tutorial video

Reports

• Filter by custom fields and dates to view specific data
• Show / Hide report fields
• Drag n’ drop report columns
• Save Custom Reports with private or public account access
• Export data to PDF, CSV file, and Print
• Quick links to customer files, invoices, and work orders

View Reports tutorial video