Introduction:
ServiceBox is designed to streamline operations for service-based businesses. Key to managing ongoing work is the ability to track work orders. Accessing a comprehensive report of all open work orders helps businesses monitor progress, allocate resources effectively, and maintain high levels of customer service. This guide provides a step-by-step process to access or generate such a report in ServiceBox, ensuring that managers and teams have the insights they need to manage their workload.
Step-by-Step Guide:
- Log into ServiceBox: First, ensure that you are logged into your ServiceBox account with the necessary permissions to access reporting features.
- Navigate to the Reports Section: Once logged in, go to the navigation bar and click on the 'Reports' section.
- Locate Work Order Reports:
Criteria for running the following three reports are the same:
- Work Order By Workorder Date: The generated report will include the work order date.
- Work Order By Status Date: The generated report will include the date for each status change.
- Work Order Description Report by Status Date: The generated report will include the description date for each status change.
To download the above reports, follow these steps:
- Select one of the above reports.
- Start Date (Mandatory): Specify the start date for the report.
- End Date (Mandatory): Indicate the end date for the report.
- Customer: Choose the customer for whom you want to generate the report. Alternatively, leave it blank to include all customers.
- Job Site: Select the relevant job site associated with the work orders. Alternatively, leave it blank to include all job sites.
- Status: Filter the report by one or more statuses, or leave it blank to include all statuses.
- Assigned User: Filter the report by one or more assigned users, or leave it blank to include all assigned users.
- Category: Choose one or more categories to filter the report, or leave it blank to include all categories.
- Select the preferred format for saving the report.
- Click on Generate.
Work Order by Work Order Date report:
Generated report will include the work order date and will appear as follows:
Work Order by Status Date
Generated report will include the date for each status change and will appear as follows:
Work Order Description Report by Status Date
Generated report will include the description and will appear as follows:
Close Work Order for Year Report:
This report will list how many work orders each employee has closed each month throughout the year.
To download this report
- Select the year you would like to tun the report for
- Click on Generate
Generated report will look like the screen print below.
Closed Workorder For Period Report
This report will show how many work orders each user has completed during the selected period.
To download this report:
- Select the report
- Select the Start date
- Select End Date
- Click on Generate
Generated report total number of work orders closed by each user for the selected period and appears as follows:
Upcoming Recurring Work Report:
This report will include upcoming work scheduled within the chosen period.
To download this report
- Select the report
- Select Start date
- Select End date
- click on Generate
The report will display the upcoming tasks for the period you've chosen, as illustrated below:
Work Order Check In/Out:
This report will contain information regarding each instance when a user checks in or checks out from a work order.
To download this report
- Select the report
- User: Choose the user for whom you want to generate the report. Alternatively, leave it blank to include all users.
- Start Date (Mandatory): Indicate the start date for the report.
- End Date (Mandatory): Specify the end date for the report.
Generated report will appear as follows:
Job Costing Report:
This report encompasses income, expenses, and profit data for each work order within the specified timeframe.
To run this report complete following fields:
- Customer: Choose the customer for whom you want to generate the report. Alternatively, leave it blank to include all customers.
- Job Site: Select the relevant job site associated with the work orders. Alternatively, leave it blank to include all job sites.
- Start Date (Mandatory): Indicate the start date for the report.
- End Date (Mandatory): Specify the end date for the report.
- Statuses: Filter the report by one or more statuses, or leave it blank to include all statuses.
- Quoted Jobs: Choose one of the option, Quoted or non Quoted, for which want to generate the report. Alternatively, leave it blank to include all jobs.
- Assigned User: Filter the report by one or more assigned users, or leave it blank to include all assigned users.
- Work Order Categories: Choose one or more categories to filter the report, or leave it blank to include all categories.
- Select the preferred format for saving the report.
- Click on Generate
The resulting report will feature expenses, total invoice amounts, and the generated profit/loss for each work order within the chosen timeframe and will appear as follows:
Work Order Status Change Report:
This report encompasses work orders for each instance of a status change within the selected period.
To run this report complete following fields:
- Start Date: Mandatory - Indicate the start date for the report.
- End Date: Mandatory - Specify the end date for the report.
- Customer: Choose the customer for whom you want to generate the report. Alternatively, leave it blank to include all customers.
- Job Site: Select the relevant job site associated with the work orders. Alternatively, leave it blank to include all job sites.
- Statuses: Filter the report by one or more statuses, or leave it blank to include all statuses.
- Assigned User: Filter the report by one or more assigned users, or leave it blank to include all assigned users.
- Categories: Choose one or more categories to filter the report, or leave it blank to include all categories.
- Select the preferred format for saving the report.
- Click on Generate
Generated report will include work orders for each occurrence of a status change within the chosen timeframe and will appear as follows:
