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Customer List Contact List Location List

Import Customer Records Bulk-Update Customers Customer Settings

Recently Viewed

Sample Customer

Work Order List

Search Comments & Notes Deleted Work Orders

Work Order Settings

Recurring Jobs

New Recurring Job Recurring Job List

Item List

New Item Item List

Recently Viewed

1000 : Sample Work Order

New Appointment

Send a Notification Print Schedule(s)

Team Calendar

Day Week Month Timeline Availability Grid

Individual Calendar

Day Week Month Timeline

New Equipment Item

Import Equipment Items Equipment Settings

Recently Viewed

Sample equipment item

Contract Settings

Recently Viewed

Sample contract

New Invoice Batch

Billing Overview Accounting Integration

Invoice List Invoice Batch List Payment List

Tax Codes Billing Settings

Dashboards

Personal Dashboard Service Dashboard

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Lio Liange

Edit Profile & Preferences

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Support

Monday-Friday, 8am-5pm (Mountain)

Email

[email protected]

Phone

+1-719-387-8782
877-258-3467 Toll-Free

Online Docs

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Contracts
New

New Contract

Contract Name

Status

Start Date

Expiration

No Expiration

Expires On:

Customer Balance Due Overdue

Search

Sample Customer

Contact

Bill To

Default billing address for the customer selected above

Other location for the customer selected above...

Location:

Other customer...

Customer:

Choose a customer...

Location:

Contract Limit

Limit	Hours: Money: Unlimited
Overage	Allow Overage

Contract Amount

Subtotal
Tax Code
Tax
Total

Additional Information

Contract Type

Contract No.

PO No.

Hide From Portal

Hide contract in the Customer Portal

Contract Description

Contract Terms

Notes

Customer Summary

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Loading customer summary...

Error: Unable to load customer summary. Please try again later.

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Invoicing

Average Invoice Amount-

Overdue Invoices -

Overdue Amount-

Overdue Details-

Upcoming Invoice Date-

Upcoming Invoice Amount-

Work Orders

Total (Lifetime)-

Past 12 Months-

Open Work Orders -

Open Work Order Types-

Work Orders Opened Trend (12 Months)

Recurring Jobs

Next Scheduled Date-

Work Orders from Recurring Jobs (12 months):

Upcoming Service Needed

Past Due Service

Expiring Warranty

Expired Warranty

Communication Summary

Loading...

Analyzing communication patterns...

Unable to load communication summary.

Profitability

Total Billed (12 mo)-

Total Profit (12 mo)-

Overall Margin-

This Month

Billed-

Profit-

Margin-

vs 12mo Avg

Percentile Rank-

Highest Margin

-

Lowest Margin

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12 Month Trend

Contract Forecast

Budget Utilization

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Projected Depletion (Total History)

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Projected Depletion (Current Period)

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There are currently no active contracts for this customer.

Trends

Work Order Growth (YoY)

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Invoice Growth (YoY)

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