Reports
All reports are defined as either open or closed services and include detailed financial and service information. After viewing any report, you can choose to print a hardcopy for your records.
Source or Sub Report:
Source reports include every service completed by that company. These reports are divided into closed and open reports. All of the important information regarding services rendered is available including: the customer name, the service provided, the appointment time, the sub- employee who completed the job, the parts used, the total amount charged, the amount paid (broken down by payment type), the commission and the unique invoice number for that service.
Sub-employee reports include every service completed by that worker. These are divided into open and closed reports. These reports include every detail about the individual services provided and the payments received. Open sub reports also include a summary of all open services that a sub-employee has been assigned and the profits from those services.
Closed reports can be edited if necessary. Once you re-open a closed report and make changes the report will be saved as a separate report.
Receptionist Report:
Each time a receptionist handles a service their actions are recorded. To find services handled by a specific receptionist, select the user name and the dates you would like to display.
High Security Key System:
You can view information related to your high security key system customers in this report. Their contact information, lock, key cut and part numbers are stored here. You can search for specific reports by defining the customer name, phone number, invoice number or by the employee who performed the service.
Profit And Loss Report:
The profit and loss report is a comprehensive financial overview that includes every service you perform. Every service is listed along with a great deal of information. This report includes customer names, addresses, the date of the service, the type of service, the time each service was performed, the cost of parts, the cost of labor, the amount broken down by payment type, the outstanding balance, the sub-employee who performed the service, the overall price, the commission paid and your profit from the service.
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