Report Widget List
Below is the current list of Report Widgets in alphabetical order.
Active Service Agreements
Agreements Expiring in 30 Days
Average Job Profitability
Call Summary (Any Time Frame)
Communications – Email Sent
Customers Not Serviced in Past 2 Years
Declined Repairs
ESM – Open Proposals
Invoice – Service Agreements Sold
KPI – Average Maintenance Ticket
KPI – Average Service Ticket
Money Owed
Monthly Job Summary
Most Popular Repairs
Not Renewed in the Past 30 Days
Old Equipment
Open Calls
Open Invoices
Payments
Proposal Summary
Proposals Sold
Recurring Billing Summary
Revenue
Revenue by Lead Source
Revenue Earned
Saved Search Report
Service Agreements – Sold
Service Call Estimates
Tag Report
Today's Call Details
Today's Call Summary
Today’s Non-Reconciled Report
Tune Ups Overdue
Upcoming Recurring Billing
List by Category
ESM
- Open Proposals
- Proposal Summary
- Proposals Sold
Invoice
- Money Owed
- Monthly Job Summary
- Most Popular Repairs
- Open Invoices
- Payments
- Recurring Billing Summary
- Revenue
- Revenue Earned
- Upcoming Recurring Billing
KPI
- Average Job Profitability
- Average Maintenance Ticket
- Average Service Ticket
Marketing
- Revenue by Lead Source
Misc
- Email Sent
- Saved Search Report
- Tag Report
Opportunities
- Customers Not Serviced in Past 2 Years
- Declined Repairs
- Old Equipment
- Service Call Estimates
Service Agreements
- Active Service Agreements
- Agreements Expiring in 30 Days
- Not Renewed in the Past 30 Days
- Service Agreements Sold
- Tune Ups Overdue
Service Calls
- Call Summary (Any Time Frame)
- Open Calls
- Today's Call Details
- Today's Call Summary
- Today's Non-Reconciled Report
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