Common Reports

The following are some of the reports you might print on a regular basis:

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

Use to show you a list of service jobs in the system

Use to show all charges for parts, labour, delivery and service fees on completed job cards

Use to show profit margins on completed job cards

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

Very detailed full page financial breakdown summary of all jobs.

Full invoice including a tear-off section at the bottom to return with the contacts payment

Use to send out notification of unpaid invoices with a summary line per invoice. Normally not sent out in the current period.

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.

Use to inform you of outstanding invoices with ageing.

Use to request payment of outstanding invoices. As the periods progress the letters become more demanding

Use to list the value and pricing of your parts database. Ideal for printing out price lists.

Use to enter manual stock levels during a stock take

Informs you of which parts need to be reordered from suppliers

Lists all parts actually used on job cards

Lists total time performed by each employee

Displays contacts sorted by total amount invoiced

Prints contact labels for mailing

Use to reconcile cash receipted daily / weekly

Print a banking deposit slip.

Use to a report on just about all aspects of an active contract

Produce a report on all items logged at a site

Provides a schedule of maintenance jobs due in the future

Provides a list of item movements between sites

Track work performed against current contracts

Produces a report with one order per page

Produces a report with one order per line

Print a list of maintenance contracts and all jobs done under the contract

Use to produce a label to attach to serviced items when they come into the workshop. This ensures that items never get misplaced.

Lists all jobs due today in order of priority.