Accounts Aging Reports
Accounts Aging Detail - This report will show the invoices that have been invoiced and have an outstanding balance remaining on them.
Accounts Aging Summary - This report will show the total amount due that an account has for its invoiced jobs.
**NOTE** These reports generate as of the date you specify in the report filters. For example, if you have a report generated as of 1/1/2020 and a customer made a payment on 1/2/2020, the job and amount will reflect on this report.
Job Reports
Jobs Detail report - This report shows all jobs that were CREATED within the specified date range.
Sales Detail Report - This report shows all jobs that were INVOICED within the specified date range.
Sales by Account Type - This report shows a summary of sales by the Account Type that is specified in the account's configuration
i.e. Insurance Accounts will show on this report in the Insurance Total, and Commercial/Fleet will show in the Commercial/Fleet Total
Sales by Location - This report will show total sales by the Servicing Location assigned to the job.
Sales by Territory - This report will show total sales by territories that are assigned to the servicing location.
Appointment Reports
Daily Appointment Status - This report is a summary of technician appointments for the date range, and their current status.
Schedule - This report shows a list of jobs on the schedule for the date range.
Pick List - This report shows a list of all parts required for jobs scheduled in the date range and the status of each part.
Technician Reports
Technician Commissions - A report that shows labor operations completed by technicians, filtered by invoice date.
**NOTE** If multiple technicians completed appointments, the points value of labor operations is split
Technician Scorecard - A report that shows a technician's productivity, warranties, reschedules, and revenue, and will summarize based on territory.
Technician Productivity - This report shows a view of technician productivity for the date range specified.
Payment Reports
Payments - A detail of payments that occurred within the date range specified.
Payments by Payment Method - This report shows a summary of payments that were made within the date range and includes a detail of those payments as well.
Daily Technician Payments Closeout - This report shows a list of cash and check payments collected by technicians during the dates range set.
OmegaPay Merchant Payout Report - This report shows all transactions leading up to bank transfer of funds from the OmegaPay payment method within the range specified.