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Overview

  • In this article we’ll explain how to report on Installation and Service Jobs in the system.

How to run the Jobs Report

  1. Open the Main Menu and scroll down to REPORTS
  2. Click Jobs Report
  3. A filter is required to generate reporting data. Please input one or more of the following filters:
    • Install Date Filter
    • Category Filter
    • Status Filter
    • Head Installer Filter
    • Leadsource Filter
    • Region Filter

The report will display job details (similar to the Sales Report in the Sales App).

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