The following are some of the reports you might print on a regular basis:
Detailed Job Card with Manual Entries |
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Print this Full Job Card out after you have created a job and hand to the technician. Contains space for them to write details and for contact to sign. If no parts or labour entered then prints a Manual Service Card otherwise prints the actual information entered into TSM
Summary Job Card |
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Use to show you a list of service jobs in the system
Financial Summary |
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Use to show all charges for parts, labour, delivery and service fees on completed job cards
Profitability Summary |
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Use to show profit margins on completed job cards
Technician Job Summary |
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Use as an alternative to printing a complete Job Card. Contains all the details a technician needs to commence a job. Multiple jobs appear on the one page
Summary Job Card |
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Very detailed full page financial breakdown summary of all jobs.
Remittance Invoice |
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Full invoice including a tear-off section at the bottom to return with the contacts payment
Statements |
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Use to send out notification of unpaid invoices with a summary line per invoice. Normally not sent out in the current period.
Detailed Statements |
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Use to send out notification of unpaid invoices with detailed invoice information per invoice. Normally not sent out at the end of the current period where contacts request all invoices in one go.
Aged Debtors Report |
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Use to inform you of outstanding invoices with ageing.
Debtor Letters |
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Use to request payment of outstanding invoices. As the periods progress the letters become more demanding
Parts Listing |
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Use to list the value and pricing of your parts database. Ideal for printing out price lists.
Product Stock Take |
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Use to enter manual stock levels during a stock take
Reorder report |
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Informs you of which parts need to be reordered from suppliers
Parts Used Detail |
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Lists all parts actually used on job cards
Timesheet Summary |
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Lists total time performed by each employee
Top Contacts |
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Displays contacts sorted by total amount invoiced
Contact Labels |
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Prints contact labels for mailing
Cash Receipts Summary |
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Use to reconcile cash receipted daily / weekly
Deposit Slip |
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Print a banking deposit slip.
Maintenance Contracts |
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Use to a report on just about all aspects of an active contract
Site List |
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Produce a report on all items logged at a site
Scheduled Maintenance |
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Provides a schedule of maintenance jobs due in the future
Site Movements |
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Provides a list of item movements between sites
Maintenance Job Summary |
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Track work performed against current contracts
Details Orders |
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Produces a report with one order per page
Order Summary |
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Produces a report with one order per line
Maintenance Job Summary |
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Print a list of maintenance contracts and all jobs done under the contract
Receipt Labels |
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Use to produce a label to attach to serviced items when they come into the workshop. This ensures that items never get misplaced.
Jobs Due report |
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Lists all jobs due today in order of priority.