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Reports Menu > Service & Maintenance > Service Jobs - Works in Progress

 

The Service Jobs - Works in Progress Report allows users to generate a report displaying a list of service jobs with costs against them that haven't been invoiced yet.

 

Service Jobs - Works in Progress Screen

Service Jobs - Works in Progress Screen

 

Parameter Name

Description

Starting Customer

Ending Customer

Selected Customers

Starting Technician

Ending Technician

Selected Technicians

Starting Service Agreement

Ending Service Agreement

Selected Service Agreements

Warehouse Code

Parameters to restrict the service jobs you wish to see on the report.

Include Completed Not Invoiced

Yes - Completed service jobs not yet invoiced will display on the report.

No - Completed service jobs not yet invoiced will not display on the report.

Only - Only completed service jobs not yet invoiced will display on the report.

Sort By

Customer - The report will sort and display by customer.

Rep Code - The report will sort and display by rep code.

Technician - The report will sort and display by technician.

Equipment - The report will sort and display by equipment.

Work Type - The report will sort and display by work type.

Warehouse - The report will sort and display by warehouse.

Referral Source - The report will sort and display by referral source.

New page per Section

Yes - When printed the report will print on separate pages when sorted by any of the Sort By parameters.

 

When the required parameters have been entered, the Service Jobs - Works in Progress report will be generated.

 

Example Service Jobs - Works in Progress Report

Example Service Jobs - Works in Progress Report

 

  

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