Reports

18 articles in this collection
Written by Kayla Perrine, Casey Jackson, and Grace Edson

Lead ROI Report

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

Written by Casey Jackson
Updated over a week ago

Cancellations By Sales Rep

Written by Grace Edson
Updated over a week ago

Reviews by Customer

Where to read the reviews your customers have given your company

Written by Casey Jackson
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