Types of Reports
Your Connect2Field account comes with a built-in Reporting systems to help you with all sorts of Job, Clients, Field Worker and Account reporting..
From your Dashboard Choose: Reports
The entire reporting system has been divided into 4 categories for ease of use:
1) Job Reports
2) Client Reports
3) Account Reports
4) Field Worker Reports
Details of each category follows..
Job Reports
1) Jobs Per Field Worker: Use this report for detailed Job Descriptions (job start and end times, products attached, service descriptions, total time spent etc).. Can be sorted by Field Worker and for a Date Range.. Tutorial for this report..
2) Jobs Per Field Worker Summary: This report gives a summary of the jobs per client.. Sort by Field Worker and Date Range..
Tutorial for this report
3) Jobs per Client:
4) Jobs per Client Export to PDF:
Client Reports
1) New Clients:
2) Call History with Clients:
3) Equipment Report
4) Quotes per Status
5) Where a customer's found out about you
Account Reports
1) View Invoices by Client:
2) Outstanding Invoices:
3) Statement Run:
4) Group Invoices for a customer in 1 Invoice:
5) Total Bills per Product & Service:
Field Worker Reports
1) Login Times for Field Worker:
2) Total No of Days off over a year per user:
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