Reports

How to generate reports such as profit / loss, income by item / service, revenue by city, county, crew and more.

Payments By Payment Type Report

To get a report on your payments based on the payment types used, go to the Reports Tab. ...
Customer Source Report

To get a report of your customer sources go to the Reports Tab. Click “Customer...
Written Off Customers With Balance Remaining Report

To get a report of your Customers that are written off with a balance remaining, go to the Reports...
Written Off Invoices Report

To generate a Written Off Invoices Report go to the Reports Tab. Click “Written Off Invoices“...
Inactive Customer Report

You are able to mark customers you are not currently servicing as inactive. To learn how to mark Customers...
Generate a Mileage Report

The Routing Feature allows you to track mileage for your equipment. Read here to find out how to do...