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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

Bookmark This Page

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Lio Liange

Edit Profile & Preferences

Settings Product Updates

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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
Sample contract
Work Order History

Print Summary Print Contract Usage

New Work Order New Recurring Job

Print Summary Print Contract Usage

Clone Edit Delete

Sample contract

Sample Customer

Overview
Attachments
Contract Usage
Recurring
Work Order History

Work Orders Linked to this Contract

Status

Open
Open Statuses New Assigned Postponed Work Complete
Assigned To
- —
- Me
- Related to Me
- All Assigned
- Not Assigned
Scheduled For
- —
- Past
- Today or Older
- Today Only
- Today or Tomorrow
- Tomorrow
- Unscheduled
Priority
- —
- Critical
- High
- Normal
- Low
Source
Created Since Help

Search

Field to search:

No Work Orders were found matching the criteria you selected.

Customize List

Records per page:
Tooltip:	Show tooltip with Work Order details when hovering over certain data items in the list
Columns to display:	No. Description Customer Customer ID Customer External ID Contact Service Location City State Zip Zone Reference No. External Id PO No. Total Type Priority Linked To Created Closed Time Open Service Manager Include Profile Picture Account Manager Include Profile Picture Status Latest Update Assigned To Include Profile Picture

Assignment

Assigned To

[no assignee]

When

Unscheduled

Scheduled for...

Start:

End:

All-day

Assignment Comment

Private comment (not visible to customer)

Notify customer of new assignment via email

Complete Assignment

Assignment

Comment

Public comment (visible to customer)

Add Labor

DATE	START TIME	STOP TIME	WHO

DURATION	LABOR RATE

BILLING STATUS	LABOR RATE DESCRIPTION

COMMENT	PRICE/HR
Public comment (visible to customer)
	COST/HR

Notify customer of completed assignment via email

Change Status

Status

Comment

Public comment (visible to customer)

Notify customer of update via email

Change Status

Status

Comment

Public comment (visible to customer)

User Notification

Suppress user notifications for this action

Customer Notification

Notify customers based on their notification preferences

Notify customers, regardless of their preferences

Don't notify customers

Send Email to Customer

Trial accounts may only send emails to the current user's email address.

To:

Separate multiple addresses with a comma.

CC:

Separate multiple addresses with a comma.

Subject:

Message:

Use "{#_DESCRIPTION}" as a placeholder that will get replaced with the associated attachment's description when the email is sent. Make sure to replace "#" with the actual number next to the atachment you are referencing.

Attachments:

Choose an attachment...

Confirm

Notify customer via email

Attempt to Delete Selected Work Orders?

Be aware that invoices associated with the selected Work Orders will also be deleted as long as they have not been paid and do not invoice other Work Orders. If associated invoices have been paid or are in a group then the selected Work Orders will NOT be deleted.

Suppress user notifications for this action

Customer Summary

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Loading customer summary...

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

-

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

-

12 Month Trend

Contract Forecast

Budget Utilization

-

Projected Depletion (Total History)

-

Projected Depletion (Current Period)

-

There are currently no active contracts for this customer.

Trends

Work Order Growth (YoY)

-

Invoice Growth (YoY)

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