The Report Window
The Report Window allows you to view and then print weekly reports for your
employees to take with them, calling lists to book jobs and statistics to see how you
did. The large window on the right is the display window that you view
before printing.
The main feature of the Report Section is to view and print the employees
work either for a week or a day. This Report is then given to the employee
to do. The Report can be modified by removing the client's phone number
(for those concerned with the employee collecting the database) or the
Address' Menu can be added so the employee can know how much something
cost just in case the customer adds something they normally do. The Add on button allows you to add custom text to the bottom of every
job.
The View Section allows you to switch the view to the Quotes Section, Search
and Delete Section or the Call Backs and Stats Section, which are described
below.
The Quotes Section
You can find any customers quotes and print them. The Statement
button lets you customize your quote.
Search and Delete
After a while your database can full of customer records thta you no longer need. Deleting
old records is easy with this section. Just enter the date to start
the search and select either Dead Filed customers or old Calls and Actions.
A report is generated so if all looks OK then you can Delete them.
Call Backs and Stats
When booking a job, a special record can be made to remind yourself to call a customer back to see if they want more work. This
Section searchs for all the "Call Back"s in the database for
the week selected. This is a great way to generate more business.
The Stats Report creates a list of statistics that reflect how your
business is doing.
