Reports

19 articles in this collection
Written by Kayla Perrine, Sara Trichell, and Reece Santana

Accountant Training Guide

This is a great guide for anyone with Accounting Permissions

Written by Reece Santana
Updated over a week ago

Lead ROI Report

How to setup the lead returns of investments report, and view this report.

Written by Kayla Perrine
Updated over a week ago

Cancellations By Sales Rep

Written by Sara Trichell
Updated over a week ago

Reviews by Customer

Where to read the reviews your customers have given your company

Written by Kayla Perrine
Updated over a week ago

Sales

Sales By Referral Source

Written by Kayla Perrine
Updated over a week ago

Sales By Sales Rep

Written by Kayla Perrine
Updated over a week ago

Sales By Customer

Written by Kayla Perrine
Updated over a week ago

Sales By Line Item

Written by Kayla Perrine
Updated over a week ago

Payments Received

Written by Kayla Perrine
Updated over a week ago

Estimates

Estimates By Referral Source

Written by Kayla Perrine
Updated over a week ago

Estimates By Customer

Written by Kayla Perrine
Updated over a week ago

Payroll

Labor Payroll

Written by Kayla Perrine
Updated over a week ago

Emails

Sent Emails

Written by Kayla Perrine
Updated over a week ago

Booked

Booked By Sales Rep

Written by Kayla Perrine
Updated over a week ago

Booked By Move Date

Written by Kayla Perrine
Updated over a week ago

Booked By Customer

Written by Kayla Perrine
Updated over a week ago

Booked By Referral Source

Written by Kayla Perrine
Updated over a week ago

Leads

Leads By Referral Source

Written by Kayla Perrine
Updated over a week ago

Storage

Storage Summary

Written by Kayla Perrine
Updated over a week ago