Introduction:
ServiceBox is designed to streamline operations for service-based businesses. Key to managing ongoing work is the ability to track work orders. This guide provides a step-by-step process to access or generate customer reports in ServiceBox.
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 'Reporting' section.
- Locate Customer Reports:
Pricebook Report:
Pricebook allows you to create custom price lists that you can assign to customers and job sites. Once you have created a Pricebook and set up all settings related to the Pricebook, you can set a Pricebook to a Customer or Job Site.
This report will give tell you which customer and jobsites are attached to Pricebook.
To run this report
- Select the report
- Choose the Pricebook you need a report for. Alternatively, leave it blank to include all Pricebooks
- Select the preferred format for saving the report.
- Click on Generate.
Generated report will include list of attached to customers and jobsite and will appear as follows:
Maintenance Report:
This report will provide details regarding maintenance work accomplished for a specified customer and job site within a designated time frame.
To run this report:
- Select the report.
- Customer (Mandatory): Choose the customer for whom you want to generate the report.
- Job Site (Mandatory): Select the relevant job site associated with the customer.
- Unit: Filter the report by one or more Units, or leave it blank to include all Units.
- Report Type: Filter the report by (Jobsite or Unit)
- Select Checklist: Choose a checklist or select "All" to include all checklists.
- Start Date (Mandatory): Specify the start date for the report.
- End Date (Mandatory): Indicate the end date for the report.
- Click on Generate.
Generated report will include maintenance work accomplished for a specified customer and job site within a designated time frame and will appear as follows:
Checklist Report:
This report will provide name and checklist related details for all or specified customer and users within a designated time frame.
To run this report:
- Select the report.
- Customer (Mandatory): Choose the customer for whom you want to generate the report or select All Customers.
- User: Choose the user for whom you want to generate the report or select All users.
- Report Type: Filter the report by Jobsite, Unit or All
- Select Checklist: Choose a checklist or select "All" to include all checklists.
- Start Date (Mandatory): Specify the start date for the report.
- End Date (Mandatory): Indicate the end date for the report.
- Click on Generate.
Generated report will include details related to checklists attached to all or specified customer within a designated time frame and will appear as follows:
Contracts Report:
This report will provide contract detail setup at the jobsite level for customer within a designated time frame.
To run this report:
- Select the report.
- Customer: Choose the customer for whom you want to generate the report or select All Customers.
- Jobsite: Choose the jobsite or leave it blank to select All jobsites.
- Unit: Choose the Unit or leave it blank to select All units.
- Start Date (Mandatory): Specify the start date for the report.
- End Date (Mandatory): Indicate the end date for the report.
- Click on Generate.
Generated report will include details related to contracts attached to jobsites for al or specified customer within a designated time frame and will appear as follows:
Customer Unpaid Invoice Statement:
This report will provide details related to unpaid invoices, including total Owings for selected customer as of the report generation date.
To run this report
- Select the report
- Choose the customer
- Select the preferred format for saving the report.
- Click on Generate.
Generated report will appears as shown below in the screen print.
