Tip Category: Reporting & CDVs

Reviewing Estimates for Job Analysis

Introduction When reviewing your estimates for an overall standing of your contract jobs (estimates), it is recommended to Run the Estimate Over/Under Details CDV (Reports | Custom Data Views | Data Views). In this CDV, you can review summary information to analyze your profit/loss on a job (estimate). To help isolate records which need to …

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Job Costing Report Discrepancies

Q: Why do you have more than one job costing report? A: We have multiple job costing reports to try and satisfy the different functionality requirements of our users. Frankly, we would prefer to have one report that met our own requirements and recommended best practices. For now, we have several. We have plans to …

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