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Name:
Display Name:	The 'Display Name' is the name that will be used in pick lists, schedules, etc. You can use a full name, nickname, initials, or anything you'd like. Each user in an account must have a unique display name.
Email Address:
Login Rights:	Standard - allowed to login Notification user - cannot login, but can be assigned and receive notifications

Username:

Permission Role(s):	Roles determine what permissions a user has when using BlueFolder. Administrator Bookkeeper Sales Service Manager Scheduler Lead Technician Technician Subcontractor Technician
Notifications:	Send system update and maintenance notifications to this user (recommended)
Send Email Invite:	Send this user an activation email (uncheck this if you prefer to send the activation email later)

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Customer Summary

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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

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Analyzing communication patterns...

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Profitability

Total Billed (12 mo)-

Total Profit (12 mo)-

Overall Margin-

This Month

Billed-

Profit-

Margin-

vs 12mo Avg

Percentile Rank-

Highest Margin

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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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