Best ERP Software for HVAC, Plumbing, Field Service Businesses
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 […]
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 […]
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 […]
Purchase Order Reimbursables Custom Data View (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 […]
How to Open the Customer Equipment Custom Data View (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. Accessing the CDV: From the Main Menu, click Reports | Customer Data Views Drill Down: Yes, opens […]
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 […]
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