All-In-One Field Service Management Software by Aptora

Custom Data Views (CDV)

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Invoice/Sale/Credit/Estimate List CDV (report)

Using the Invoice/Sale/Credit/Estimate List Report CDV

Type: Custom Data View

Reports Included: No

Description: List of Invoices, Sales, Estimates, and Credits with analysis information attached. This CDV is current limited to transactions for the last three (3) years.

Drill Down: Yes, opens transaction (Tran Type)

Columns and data for the Invoice/Sale/Credit/Estimate List Custom Data View are outlined below:

Column Name Form Field Notes
Cust:Job Name Invoice/Sale/Credit/Estimate Associated Transaction Customer:Job Name
Tran No Invoice/Sale/Credit/Estimate Transaction Header Number
Tran Date Invoice/Sale/Credit/Estimate Transaction Header Date
Tran Type Invoice/Sale/Credit/Estimate Transaction Header Type
Tran Status Invoice/Sale/Credit/Estimate Status
Tran Subtotal Invoice/Sale/Credit/Estimate Subtotal
Tran Tax Invoice/Sale/Credit/Estimate Tax Total
TranUseTax Invoice/Sale/Credit/Estimate Use Tax Total
Tran Total Invoice/Sale/Credit/Estimate Total
TranBalance Invoice/Sale/Credit/Estimate Amount Due
Date Paid Invoice/Sale/Credit/Estimate Calculated Field This is the date the last payment was applied making the Invoice or Credit Memo balance zero.
TranLaborCost Timesheets Calculated Field Sum of line item cost or item’s labor cost for all items that are service items marked as Used for Labor Only Note: Labor Minutes is an item preference which must be enabled and labor minutes allocated to the invoice items.
TSLaborCost Timesheets Calculated Field Sum of timesheet hours times hourly rate where the Work Order is assigned to the Timesheet for the technician.  These rates may be reviewed in the Job Costing Time Sheet Details CDV.
Labor Burden Company Preferences & Timesheets Calculated Field
Total Labor Timesheets Calculated Field Sum of TSLaborCost plus Labor Burden
SA Discounts Invoice/Sale/Credit/Estimate Calculated Field Sum of all discount type line items which as Service Agreement Discount types within the transaction
Total Discounts Invoice/Sale/Credit/Estimate Calculated Field Sum of all discount type line items within the transaction
TranPartCost Invoice/Sale/Credit/Estimate Calculated Field Sum of transaction cost for all items that are not service items marked as Used for Labor Only plus TranUseTax.
TranTotalCost Invoice/Sale/Credit/Estimate Calculated Field Sum of TranTotalCost plus Total Labor Burden
GrossProfit Invoice/Sale/Credit/Estimate Calculated Field Difference Tran Total minus TranTotalCost
PercGP Invoice/Sale/Credit/Estimate Calculated Field Results of TranTotalCost divided by % of Tran Total
Internal Memo Invoice/Sale/Credit/Estimate Internal Memo
Tran Department Display Invoice/Sale/Credit/Estimate Transaction Header Associated Department Display
Tran Department Name Invoice/Sale/Credit/Estimate Transaction Header Department Name
Tran Department Alias Invoice/Sale/Credit/Estimate Transaction Header Associated Department Alias
Tran User Created Invoice/Sale/Credit/Estimate Security Label
Tran Date Created Invoice/Sale/Credit/Estimate Security Label
Tran User Revised Invoice/Sale/Credit/Estimate Security Label
Tran Date Revised Invoice/Sale/Credit/Estimate Security Label
From Mobile? Invoice/Sale/Credit/Estimate ***** Yes if created in the Aptora Mobile II application.  No if created in the desktop application.  No includes migrated transactions.
Cust:Job Display Name Invoice/Sale/Credit/Estimate Associated Transaction Customer:Job Full Name
Tran Bill To Line 1 Invoice/Sale/Credit/Estimate Bill To Line 1
Tran Bill To Attn Invoice/Sale/Credit/Estimate Bill To Attn
Tran Bill To Address Invoice/Sale/Credit/Estimate Bill To Address
Tran Bill To Address2 Invoice/Sale/Credit/Estimate Bill To Address2
Tran Bill To City Invoice/Sale/Credit/Estimate Bill To City
Tran Bill To State Invoice/Sale/Credit/Estimate Bill To State/Province
Tran Bill To Zip Invoice/Sale/Credit/Estimate Bill To Zip/Postal Code
Tran Bill To County Invoice/Sale/Credit/Estimate Bill To County
Tran Work Line 1 Invoice/Sale/Credit/Estimate Work Address Line 1
Tran Work Attn Invoice/Sale/Credit/Estimate Work Address Attn
Tran Work Address Invoice/Sale/Credit/Estimate Work Address
Tran Work Address2 Invoice/Sale/Credit/Estimate Work Address2
Tran Work City Invoice/Sale/Credit/Estimate Work Address City
Tran Work State Invoice/Sale/Credit/Estimate Work Address State/Province
Tran Work Zip Invoice/Sale/Credit/Estimate Work Address Zip/Postal
Tran Work County Invoice/Sale/Credit/Estimate Work Address County
AR Account Invoice/Sale/Credit/Estimate Invoice/Credit Accounts Receivable COA Affected
Account Number Customer:Job Payment Tab Account Number
Sales Rep Invoice/Sale/Credit/Estimate Associated Transaction Sales Rep Name
Sales Rep Alias Invoice/Sale/Credit/Estimate Associated Transaction Sales Rep Alias
Sales Rep First Name Invoice/Sale/Credit/Estimate Associated Transaction Sales Rep First Name
Sales Rep Last Name Invoice/Sale/Credit/Estimate Associated Transaction Sales Rep Last Name
TranID Invoice/Sale/Credit/Estimate Table ID of Transaction
CustID Invoice/Sale/Credit/Estimate Table ID of Customer:Job
Generated Date Custom Data Viewer **** Date the CDV data was generated
Generated Time Custom Data Viewer **** Time the CDV data was generated

Employee Efficiency CDV

Introduction to the Employee Efficiency CDV

Employee Efficiency CDV (Custom Data View) is a report that lists invoices, sales, and credits with the assigned work orders and labor hours associated.  This CDV also contains columns to show efficiency of the time estimated from the work orders to the hours the technician worked to the time billed on invoices. The report has “drill down” capability to open the transaction record.

Form Access

  1. From the main menu, click Reports | Custom Data Views
Custom Data View File Path
Custom Data View File Path

Update Your CDVs

Please be sure to update your CDVs. Go to the Custom Data Viewer menu (top left). Click Check for Updates.

Open the Employee Efficiency CDV

Then, in the Custom Data Viewer, click Data Views | Employee Efficiency

Custom Data Viewer - Employee Efficiency
Custom Data Viewer – Employee Efficiency

Columns and Data Definitions – Employee Efficiency CDV

Columns and data for the Employee Efficiency Custom Data View are outlined below:

Employee Efficiency CDV
Custom Data View – Employee Efficiency
Column Name Form Field Notes
WO Technician Work Order : General Tab Assigned To
Tran No Invoice/Sale/Credit/Estimate Number
Tran Date Invoice/Sale/Credit/Estimate Date
Tran Type Invoice/Sale/Credit/Estimate Type located in Title Bar
WO Minutes Work Order : General Tab Duration If the work order is a multiday, the minutes are the Duration for the employee where the work order is assigned to the transaction.
WO Hours Work Order : General Tab Calculated Field WO Minutes divided by 60
TS Minutes Timesheets Calculated Field Sum of hours times 60 for technician where the work order is assigned on timesheet entries and the work order is assigned to the transaction
TS Hours Timesheets Calculated Field Sum of hours for technician where the work order is assigned on timesheet entries and the work order is assigned to the transaction
Billed Minutes Invoice/Sale/Credit Calculated Field Sum of transaction labor minutes for all items that are service items marked as Used for Labor Only Note: Labor Minutes is an item preference which must be enabled and labor minutes allocated to the invoice items.
Billed Hours Invoice/Sale/Credit Sum of transaction labor minutes divided by 60 for all items that are service items marked as Used for Labor Only Note: Labor Minutes is an item preference which must be enabled and labor minutes allocated to the invoice items.
Total TS Hours Timesheets Calculated Field Sum of hours for the transaction where the work order is assigned on timesheet entries and the work order is assigned to the transaction
Total TS Minutes Timesheets Calculated Field Sum of hours times 60 for the transaction where the work order is assigned on timesheet entries and the work order is assigned to the transaction
% of Hrs Timesheets Calculated Field Percentage of hours for technician divided by the total hours for the transaction where the work order is assigned on timesheet entries and the work order is assigned to the transaction
WO Minutes Difference Work Order/Transaction Calculated Field Difference of WO Minutes minus TS Minutes
WO Hours Difference Work Order/Transaction Calculated Field Difference of WO Hours minus TS Hours
Billed Minutes Difference Timesheets/Transaction Calculated Field Difference of Billed Minutes minus TS Minutes
Billed Hours Difference Timesheets/Transaction Calculated Field Difference of Billed Hours minus TS Hours
Emp % Mins Billed Timesheets/Transaction Calculated Field Percentage of % of Hrs times Billed Minutes
Emp % Hrs Billed Timesheets/Transaction Calculated Field Percentage of % of Hrs times Billed Hours
Billed Efficency % Work Order/Transaction Calculated Field Results of % of Hrs times Billed Minutes divided by TS Minutes
Worked Efficency % Work Order/Transaction Calculated Field Results of % of Hrs times TS Minutes divided by WO Minutes
Hours Match? Timesheets/Transaction Calculated Field Comparison of WO Minutes and TS Minutes
Full Name Work Order : General Tab Associated Assigned To Employee
Employee Alias Work Order : General Tab Associated Assigned To Employee
First Name Work Order : General Tab Associated Assigned To Employee
Middle Initial Work Order : General Tab Associated Assigned To Employee
Last Name Work Order : General Tab Associated Assigned To Employee
Employee Number Work Order : General Tab Associated Assigned To Employee Number
Tran Subtotal Invoice/Sale/Credit/Estimate Subtotal
Tran Tax Invoice/Sale/Credit/Estimate Tax Total
Tran Total Invoice/Sale/Credit/Estimate Total
% of Total Timesheets/Transaction Calculated Field Results of % of Hrs times Tran Total
TranBalance Invoice/Sale/Credit/Estimate Amount Due
Discounts Invoice/Sale/Credit/Estimate Calculated Field Sum of all discount type line items within the transaction
Total + Discounts Invoice/Sale/Credit/Estimate Calculated Field Difference of Tran Total minus Discounts
% of Total w Discounts Timesheets/Transaction Calculated Field Results of % of Hrs times Total + Discounts
Tran Cost Invoice/Sale/Credit/Estimate Calculated Field Sum of transaction cost for all items that are not service items marked as Used for Labor Only.
Labor Cost Invoice/Sale/Credit/Estimate Calculated Field Sum of timesheet hours times hourly rate where the Work Order is assigned to the Timesheet for the technician.  These rates may be reviewed in the Job Costing Time Sheet Details CDV.
Labor Liab Invoice/Sale/Credit/Estimate Calculated Field Sum of timesheet hours times current rate plus hours times current liability where the Work Order is assigned to the Timesheet for the technician.  These rates may be reviewed in the Job Costing Time Sheet Details CDV.
Total Labor Invoice/Sale/Credit/Estimate Calculated Field Sum of Labor Cost plus Labor Liability
Labor Burden Invoice/Sale/Credit/Estimate Calculated Field Value set under Edit | Preferences | Customer:Jobs | Company Preferences | Apply Labor Burden to Job Costing
Total Labor Burden Invoice/Sale/Credit/Estimate Calculated Field Sum of Labor Cost plus Labor Liability plus Labor Burden times Total Labor
% of Total Cost Timesheets/Transaction Calculated Field Results of % of Hrs times Tran Cost
Total Cost w Labor Invoice/Sale/Credit/Estimate Calculated Field Sum of % of Total Cost plus Total Labor Burden
GP $ Invoice/Sale/Credit/Estimate Calculated Field Difference of % of Total w Discounts minus Total Cost w Labor
GP % Invoice/Sale/Credit/Estimate Calculated Field Results of Total Cost w Discounts divided by % of Total w Discounts
Cust:Job Name Invoice/Sale/Credit/Estimate Customer:Job Name
Cust:Job Display Name Invoice/Sale/Credit/Estimate Customer:Job Full Name
Sales Rep Invoice/Sale/Credit/Estimate Tran Sales Rep
Sales Rep Alias Invoice/Sale/Credit/Estimate Associated Customer:Job Sales Rep Alias
Sales Rep First Name Invoice/Sale/Credit/Estimate Associated Customer:Job Sales Rep First Name
Sales Rep Last Name Invoice/Sale/Credit/Estimate Associated Customer:Job Sales Rep Last Name
Tran Department Display Invoice/Sale/Credit/Estimate Tran Header Dept Full Name
Tran Department Name Invoice/Sale/Credit/Estimate Tran Header Dept Name
Tran Department Alias Invoice/Sale/Credit/Estimate Tran Header Dept Alias
Tran User Created Invoice/Sale/Credit/Estimate Transaction Security Label
Tran Date Created Invoice/Sale/Credit/Estimate Transaction Security Label
Tran User Revised Invoice/Sale/Credit/Estimate Transaction Security Label
Tran Date Revised Invoice/Sale/Credit/Estimate Transaction Security Label
Bill To Address Invoice/Sale/Credit/Estimate Bill To Address
Bill To Address2 Invoice/Sale/Credit/Estimate Bill To Address2
Bill To City/State/Zip Invoice/Sale/Credit/Estimate Bill To City, State, Zip
Bill To County Invoice/Sale/Credit/Estimate Bill To County
Bill To Country Invoice/Sale/Credit/Estimate Bill To Country
Bill To Subdivision Invoice/Sale/Credit/Estimate Bill To Subdivision
Work Address Invoice/Sale/Credit/Estimate Work Address
Work Address2 Invoice/Sale/Credit/Estimate Work Address2
Work City/State/Zip Invoice/Sale/Credit/Estimate Work City, State, Zip
Work County Invoice/Sale/Credit/Estimate Work County
Work Country Invoice/Sale/Credit/Estimate Work Country
Work Subdivision Invoice/Sale/Credit/Estimate Work Subdivision
TranID Invoice/Sale/Credit/Estimate Table ID of Transaction
EmployeeID Employee Table ID of Employee
CustID Customer:Job Table ID of Customer:Job
Generated Date Custom Data Viewer **** Date the CDV data was generated
Generated Time Custom Data Viewer **** Time the CDV data was generated

Related Content

Invoice/Sale/Credit/Estimate List CDV

Inventory By Warehouse Bins CDV

Inventory Cost Review CDV

Inventory Cost Review – Custom Data View

Reports Included: Yes

Description: List of invoices, sales, credits, and inventory/serialized adjustments with items containing costs that vary from the daily average cost.

Drill Down: Yes, opens transaction type

Columns and data for the Inventory Cost Review Custom Data View are outlined below:

Column Name Form Field Notes
Tran Date Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Date
Tran Number Transaction Number
Tran Type Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Type located in Title Bar
Tran Date Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Date
Tran Number Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Number
Item Name Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Associated Item Name/Number
Item Type Item Associated Item Type
Tran Qty Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Associated Transaction Item Quantity
Tran Cost Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Associated Transaction Cost/Unit Price
AvgCost Item Register Calculated Field The reported average cost for the item as of the transaction date
Cost Match? Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Calculated Field Analysis of whether the transaction cost matches the item register reported average cost
Cost Difference Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Calculated Field AvgCost minus Tran Cost
Expected Total Cost Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Calculated Field AvgCost times Tran Qty
Tran Total Cost Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Calculated Field Tran Cost times Tran Qty
Value Difference Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Calculated Field (AvgCost times Tran Qty) minus (Tran Cost times Tran Qty)
Recommended Action ****** Proposed resolution to correction the difference calculated
Item User Created Item Item Security Label
Item Date Created Item Item Security Label
Item User Revised Item Item Security Label
Item Date Revised Item Item Security Label
Tran User Created Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Transaction Security Label
Tran Date Created Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Transaction Security Label
Tran User Revised Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Transaction Security Label
Tran Date Revised Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Transaction Security Label
TranID Work Order Table ID of Transaction
ItemID Item Table ID of Item Employee

PO Reimbursables CDV

Type: Custom Data View

Reports Included: No

Description: List of purchase order items with a customer selected on the line entries and associated purchasing and invoicing transactions. This CDV is good for making sure the items you have purchased for a specific job have been received and subsequently invoiced.  The use of the reimbursables feature on invoices is required to show the invoiced transactions.

Drill Down: Yes, opens purchase order.

Columns and data for the PO Reimbursables Custom Data View are outlined below:

 

Column Name Form Field Notes
Item Name Purchase Order Line Item Name
PO Item Qty Purchase Order Line Item Qty
PO Item Cost Purchase Order Line Item Rate
PO Item Amount Purchase Order Line Item Amount
Item Manufacturer Item Equipment Manufacturer
Item Equip Type Item Equipment Type
Item Type Item Type
PO Vendor Name Purchase Order Vendor
PO Number Purchase Order Number
PO Date Purchase Order Date
PO Expected Date Purchase Order Expected Date
PO Memo Purchase Order Memo
PO Closed? Purchase Order Header Closed
PO Vendor Address Purchase Order Vendor Address
PO Vendor Address2 Purchase Order Vendor Address 2
PO Vendor City/State/Zip Purchase Order Vendor City, State, Zip
PO Ship To Name Purchase Order Ship To Name
PO Ship To Address Purchase Order Ship To Address
PO Ship To Address2 Purchase Order Ship To Address
PO Ship To City/State/Zip Purchase Order Ship To City, State, Zip
Customer:Job Name Purchase Order Line Item Customer:Job Name
Customer:Job Display Purchase Order Line Item Customer:Job Full Name
PO Item Description Purchase Order Line Item Description
PO Line Item Order Purchase Order Line Item Order
PO Qty Rcvd Purchase Order Line Item Received Qty
PO Item Closed? Purchase Order Line Item Closed
Receipt Date Item Receipt/ Bill / Check /Credit Card Charge Receipt Date
Receipt Type Item Receipt/ Bill / Check /Credit Card Charge Receipt Transaction Type
Receipt Ref # Item Receipt/ Bill / Check /Credit Card Charge Receipt Reference #
Receipt Qty item Receipt/ Bill / Check /Credit Card Charge Receipt Qty
Receipt Warehouse Item Receipt/ Bill / Check /Credit Card Charge Line Warehouse
Receipt Serial Number Item Receipt/ Bill / Check /Credit Card Charge Reference Number
PO Item Department Name Purchase Order Line Item Dept Name
PO Item Department Display Purchase Order Line Item Dept Full Name
Reimb? Purchase Order **** This field will be Yes if the line has been place on an invoice or sale using the Reimbursables option from an invoice or sale.
Invoiced? Invoice or Sale **** This field will be Yes if the PO Line Item has been invoiced.
Invoice Date Invoice or Sale Associated Invoice/Sale Date
Invoice Number Invoice or Sale Associated Invoice/Sale Number
PO Item WO Number Purchase Order Associated WO Number
PO Item WO Status Purchase Order Associated WO Status
PO Item WO Date Purchase Order Associated WO Date
POItemID Purchase Order Table ID for PO Item Line
ItemID Item Table ID for Item
POID Purchase Order Table ID for Purchase Order
CustID Customer:Job Table ID for Customer
DeptID Department Table ID form Department
WOID Work Order Table ID for Work Order
BillID Item Receipt/ Bill / Check /Credit Card Charge Table ID for Transaction
InvoiceID Invoice or Sale Tabble ID for Transaction
VendorID Vendor Table ID for Vendor

Customer Equipment CDV Report

Type: Custom Data View

Reports Included: No

Description: List of customer equipment with details for the last work order completed, number of pending work orders, and customer demographics.

Drill Down: Yes, opens the equipment record.

Columns and data for the Customer Equipment Custom Data View are outlined below:

Column NameFormFieldNotes
Customer:Job NameCustomer:JobName 
Department NameCustomer:Job Additional Info TabDepartment Name 
Department Full NameCustomer:Job Additional Info TabAssociated Department Full Name 
Department AliasCustomer:Job Additional Info TabAssociated Department Alias 
    
Equipment TypeEquipmentType 
Equipment ManufacturerEquipmentManufacturer 
ModelEquipmentModel 
Serial NumberEquipmentSerial Number 
Equipment DescriptionEquipmentCalculated FieldEstimated Cost minus Cost to Date
Equipment LocationEquipmentCalculated FieldCost to Date divided by Estimated Cost
Install DateEquipment  
Install Age DaysEquipmentCalculated FieldNumber of days from the Install Date to the date the CDV was run.
Install Age MonthsEquipmentCalculated FieldNumber of months from the Install Date to the date the CDV was run.
Install Age YearsEquipmentCalculated FieldNumber of years from the Install Date to the date the CDV was run.
Mfg YearEquipmentYear Mfr. 
Mfg Age YearsEquipmentCalculated FieldNumber of years from the Year Mfr. to the date the CDV was run.
Equipment NotesEquipmentNotesNotes are found under the Menu option.
General Our WarrantyEquipmentOur Warranty General 
General MFG WarrantyEquipmentManufacturer Warranty  General 
Our Labor WarrantyEquipmentOur Warranty Labor 
MFG Labor WarrantyEquipmentManufacturer Warranty  Labor 
Our Parts WarrantyEquipmentOur Warranty Parts 
MFG Parts WarrantyEquipmentManufacturer Warranty  Parts 
In ServiceEquipmentIn Service 
Equipment ParentEquipmentParent Equipment 
Service AgreementService AgreementTypeThe service agreement information is based on the equipment being assigned to the service agreement.
SA Term BeginsService AgreementTerm Begins 
SA Term EndsService AgreementTerm Ends 
SA NumberService AgreementNumber 
Last Completed Work OrderWork Order : General TabDate 
Last Work Order DetailsWork Order******From the last work order completed, a copy of the date, technician’s name, brief description, detailed description, private notes, and technician notes.
Last Work Order TypeWork Order : Additional Info TabType 
Last Work Order DeptWork Order : Additional Info TabDepartment 
# Pending WOWork OrderCalculated FieldThe number of work orders for the customer which have not been completed or cancelled.
Customer:Job DisplayCustomer:JobDisplay 
Billing ParentCustomer:JobParent Name of child accountThis is the parent name of the record.  When the customer is the parent, this field will be the same as the customer name.
Company NameCustomer:Job : Address TabCompany 
DBACustomer:Job : Address TabDBA 
Bill To AddressCustomer:Job : Address TabBill To Address 
Bill To Address2Customer:Job : Address TabBill To Address2 
Bill To City/State/ZipCustomer:Job : Address TabBill To City, State Zip 
Bill To CountyCustomer:Job : Address TabBill To County 
Bill To CountryCustomer:Job : Address TabBill To Country 
Bill To SubdivisionCustomer:Job : Address TabBill To Subdivision 
Work AddressCustomer:Job : Address TabWork  Address 
Work Address2Customer:Job : Address TabWork Address2 
Work City/State/ZipCustomer:Job : Address TabWork City, State, Zip 
Work CountyCustomer:Job : Address TabWork County 
Work CountryCustomer:Job : Address TabWork Country 
Work SubdivisionCustomer:Job : Address TabWork Subdivision 
SalutationCustomer:Job : Address TabSalutation 
First NameCustomer:Job : Address TabFirst Name 
Middle InitialCustomer:Job : Address TabMiddle Initial 
Last NameCustomer:Job : Address TabLast Name 
ContactCustomer:Job : Address TabContact 
PhoneCustomer:Job : Address TabPhone/Ext 
Phone ExtCustomer:Job : Address TabPhone/Ext 
Cell PhoneCustomer:Job : Address TabCell Phone 
FaxCustomer:Job : Address TabFax 
PagerCustomer:Job : Address TabPager 
PinCustomer:Job : Address TabPin 
Alt PhoneCustomer:Job : Address TabAlt. Phone 
Alt ContactCustomer:Job : Address TabAlt. Contact 
EmailCustomer:Job : Address TabEmail 
WebsiteCustomer:Job : Address TabWebsite 
OwnerCustomer:Job : Address TabOwner 
Map CodeCustomer:Job : Address TabMap Code 
Account NumberCustomer:Job : Payment TabAccount Number 
Sales Rep AliasCustomer:Job :Sales Rep Alias/Name if Vendor 
Additional Info Tab
Sales Rep NameCustomer:Job :Sales Rep Name 
Additional Info Tab
EquipmentIDEquipmentTable ID of Equipment 
ParentEquipIDEquipmentTable ID of Parent Equipment 
CustomerIDCustomer:JobTable ID of Customer:Job 
ParentIDCustomer:JobTable ID of Parent Record 

Work Order Costing CDV

Type: Custom Data View

Reports Included: Yes

Description: List of Work Orders and the Invoices, Sales, Estimates, and Credits they are assigned to with costing and sales totals analysis.

Drill Down: Yes, opens the work order

Columns and data for the Work Order Costing Custom Data View are outlined below:

Column Name

Form

Field

Notes

Technician Assigned

Work Order : General Tab

Assigned To

 

Employee Alias

Work Order : General Tab

Assigned To

 

Customer Name

Work Order

Customer:Job

 

Customer Display Name

Work Order

Customer:Job

 

WO Date

Work Order : General Tab

Date

 

WO Number

Work Order

Work Order #

 

WO Duration

Work Order : General Tab

Duration in Minutes

 

WO Start Time

Work Order : General Tab

Start Time

 

WO End Time

Work Order : General Tab

Calculated Field

Start Time times Duration in Minutes

WO Status

Work Order

Status

 

WO Type

Work Order : General Tab

Work Order Type

 

WO Department

Work Order : Additional Info Tab

Department

 

WO Full Department

Work Order : Additional Info Tab

Associated Department Full Name

 

WO Dept Alias

Work Order : Additional Info Tab

Associated Department Alias

 

WO Hours

Timesheets

Calculated Field

Sum of hours for technician where the Work Order is assigned on timesheet entries

WO Labor Cost

Timesheets

Calculated Field

Sum of timesheet hours times current rate where the Work Order is assigned to the Timesheet for the technician.  These rates may be reviewed in the Job Costing Time Sheet Details CDV.

WO Labor Liability

Timesheets

Calculated Field

Sum of timesheet hours times current liability rate where the Work Order is assigned to the Timesheet for the technician.  These rates may be reviewed in the Job Costing Time Sheet Details CDV.

WO Total Labor Cost

Timesheets

Calculated Field

Sum of WO Labor Cost and WO Labor Liability.

Labor Price Total

Timesheets

Calculated Field

Sum of Amount for items that are service types with the Used for Labor Only option checked within the item setup Accounting Tab.

WO Parts

Work Order : Items Tab

Calculated Field

Sum of Items Estimated Cost for all items that are type Inventory Part and Non-inventory Part.

WO Equipment

Work Order : Items Tab

Calculated Field

Sum of Items Estimated Cost for all items that are type Serialized.

WO Parts Total

Work Order : Items Tab

Calculated Field

Sum of WO Parts plus WO Equipment.

WO Other

Work Order : Items Tab

Calculated Field

Sum of Items Estimated Cost for all items that are type Other Charge, Discount, and Service that are not marked as Used for Labor Only.

WO Total Cost

Work Order : Items Tab

Calculated Field

Sum of WO Labor Cost plus WO Labor Liability plus WO Parts plus WO Equipment plus WO Other.

WO Total

Work Order : Items Tab

Calculated Field

Sum of Amount for all parts.

WO GP

Work Order : Items Tab

Calculated Field

WO Total Cost minus WO Total.

WO GPM%

Work Order : Items Tab

Calculated Field

(WO Total Cost Minus WO Total) divided by WO Total times 100.

WO Brief Description

Work Order : General Tab

Brief Description (formerly Description)

 

WO Detailed Description

Work Order : General Tab

Detailed Description (formerly Directions/Special Instructions)

 

WO Private Notes

Work Order : Notes Tab

Private Notes

 

WO Technician Notes

Work Order : Notes Tab

Technician’s Notes (formerly Notes)

 

Tran Type

Invoice/Sale/Credit/Estimate

Type located in Title Bar

 

Tran Date

Invoice/Sale/Credit/Estimate

Date

 

Tran Number

Invoice/Sale/Credit/Estimate

Number

 

Tran Total

Invoice/Sale/Credit/Estimate

Total

 

Invoice Tax Total

Invoice/Sale/Credit/Estimate

Tax Total

 

Invoice Labor Cost

Invoice/Sale/Credit/Estimate

Calculated Field

Sum of timesheet hours times current rate plus hours times current liability where the Work Order is assigned to the Timesheet for the technician.  These rates may be reviewed in the Job Costing Time Sheet Details CDV.

Invoice Material Cost

Invoice/Sale/Credit/Estimate

Calculated Field

Sum of Total Cost for all items that are type Inventory Part and Non-inventory Part.

Invoice Equipment Cost

Invoice/Sale/Credit/Estimate

Calculated Field

Sum of Total Cost for all items that are type Serialized.

Invoice Other Cost

Invoice/Sale/Credit/Estimate

Calculated Field

Sum of Total Cost for all items that are type Other Charge, Discount, and Service that are not marked as Used for Labor Only.

Invoice Total Cost

Invoice/Sale/Credit/Estimate

Calculated Field

Sum of Invoice Labor Cost plus Invoice Material Cost plus Invoice Equipment Cost plus Invoice Other Cost.

Invoice GP

Invoice/Sale/Credit/Estimate

Calculated Field

Invoice Total minus Invoice Total Cost.

Invoice GPM%

Invoice/Sale/Credit/Estimate

Calculated Field

(Invoice Total minus Invoice Total Cost) divided by Invoice Total times 100.

Cost Difference

Invoice/Sale/Credit/Estimate

Calculated Field

Invoice Total minus WO Total Cost.

Revenue Difference

Invoice/Sale/Credit/Estimate

Calculated Field

Invoice Total minus WO Total.

Invoice Details

Invoice/Sale/Credit/Estimate

Details

Details

Original Tech Name

Work Order : General Tab

Callback Label Employee Name

 

Company Name

Work Order

Associated Customer:Job Company

 

Customer Contact

Work Order : Address Tab

Contact

 

Phone

Work Order : Address Tab

Phone/Ext

 

Phone Ext

Work Order : Address Tab

Phone/Ext

 

Cell Phone

Work Order : Address Tab

Cell Phone

 

Fax

Work Order

Associated Customer:Job Fax

 

Alt Phone

Work Order : Address Tab

Alt. Phone

 

Alt Contact

Work Order : Address Tab

Alt. Contact

 

Email

Work Order : Address Tab

Email

 

Address

Work Order : Address Tab

Bill To Address

 

Address2

Work Order : Address Tab

Bill To Address2

 

City

Work Order : Address Tab

Bill To City

 

State

Work Order : Address Tab

Bill To State

 

Zip

Work Order : Address Tab

Bill Zip

 

Work Address

Work Order : Address Tab

Work  Address

 

Work Address2

Work Order : Address Tab

Work Address2

 

Work City

Work Order : Address Tab

Work City

 

Work State

Work Order : Address Tab

Work Address State/Province

 

Work Zip

Work Order : Address Tab

Work Address Zip/Postal

 

Tran Sales Rep Alias

Invoice/Sale/Credit/Estimate

Associated Customer:Job Sales Rep Alias

 

Tran Sales Rep First Name

Invoice/Sale/Credit/Estimate

Associated Customer:Job Sales Rep First Name

 

Tran Sales Rep Last Name

Invoice/Sale/Credit/Estimate

Associated Customer:Job Sales Rep Last Name

 

Cust:Job Sales Rep Alias

Work Order

Associated Transaction Sales Rep Alias

 

Cust:Job Sales Rep First Name

Work Order

Associated Transaction Sales Rep First Name

 

Cust:Job Sales Rep Last Name

Work Order

Associated Transaction Sales Rep Last Name

 

WO User Created

Work Order

WO Security Label

 

WO Date Created

Work Order

WO Security Label

 

WO User Revised

Work Order

WO Security Label

 

WO Date Revised

Work Order

WO Security Label

 

Tran User Created

Invoice/Sale/Credit/Estimate

Transaction Security Label

 

Tran Date Created

Invoice/Sale/Credit/Estimate

Transaction Security Label

 

Tran User Revised

Invoice/Sale/Credit/Estimate

Transaction Security Label

 

Tran Date Revised

Invoice/Sale/Credit/Estimate

Transaction Security Label

 

WorkOrderID

Work Order

Table ID of Work Order

 

EmployeeID

Work Order

Table ID of Assigned To Employee

 

CustJobsID

Work Order

Table ID of Customer:Job

 

DeptID

Work Order

Table ID of Department

 
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