Most Service and Repair reports enable you to print in different orders, depending on the information on the report. In addition, you can print a range of records.
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.
These are the general reports available in this module.
Technician Performance Report, which prints the hours worked and billing information for each technician. Service order number, invoice number, invoice date and customer information is provided.
Technician Schedule Report (SRR745), which prints information about technicians schedules.
Customer Service Report, which prints a list of the serviceable equipment per customer location. Model, serial number, installation date, and last service date is provided, as well as, the total number of service calls, sales and cost for each piece of equipment.
Warranty Expiration Report, which produces a list of all serviceable equipment per customer location. Model, serial number, installation date, and last service date is provided, as well as, parts warranty expiration date and labor warranty expiration date.
Manufacturer Service Report, which provides a list of the serviceable equipment per manufacturer. Model, serial number, customer, installation date, and last service date is provided, as well as, the total number of service calls, sales and cost for each piece of equipment.
Work In Progress Report, which prints a list of service tickets currently in the service cycle. Details include service ticket number, customer, customer site, equipment, status, priority, technician, ordered date, scheduled date, scheduled time, and estimated work hours.
Service Status Report, which prints a list of service tickets per technician. Details include service ticket, customer, customer site, equipment, model, equipment description, status, assigned date, and assigned time.
Equipment Listing, which generates a report of all serviceable equipment by customer and customer site. Detailed equipment, warranty, and meter information is included, as well as, historical calls, sales and cost data.
Service Code Listing, which provides a list of all service codes used in the Service and Repair system. Code descriptions and corresponding service prices are included.
Technician Listing, which provides a list of all service technicians. Work phone, home phone, and the technician’s branch are included.
SR Code List, which generates a list of all Service and Repair codes on file in the system.