Print the Proposal Listing and the Contract Listing to obtain a detailed report of the data included on each proposal or contract. The information includes the proposal/contract number, customer, effective date, expiration date, last billed date, reference, department, salesperson, terms, post date, and billing total. Detailed information, including preventative maintenance and meters, is printed for each piece of equipment.
Print the Contract Profitability Report to obtain a list of all current contracts including year to date and total contract revenues, service revenues, and gross margin percentages. Contract revenues include recurring contract revenue and meter revenue.