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Service Management - Reports

Work Order reports provide insights into the management, tracking, and completion of Work Orders. These reports are essential for optimizing maintenance schedules, resource allocation, and job efficiency.
Here are just some of the Work Order reports available in Service Management (Classic):

  • Work Order Report: Export a list of current or historic Work Orders based on over a dozen sorting and filtering criteria.

     

  • Backorder Report: Shows open Work Orders for which additional parts have been requested. This report is crucial for addressing Work Orders that are held up due to a lack of required parts.

     

  • Work Order Service Recommendations Report: This report shows open and/or closed service recommendations for your rental inventory.

     

  • Repair History Report: This report summarizes all repair-related Work Order activity performed over a chosen period, including internal repairs, invoiced repairs, additions, and split billings.

Customer Contact Reports offer powerful tools for tracking and analyzing interactions with your customers. These reports provide detailed insights into customer communications, helping you manage relationships and ensure timely follow-ups.

Purchase Order reports enhance supplier management, spending oversight, and procurement efficiency. Examples include:

  • Purchase Order Report: Tracks all open and closed purchase orders to manage procurement and supplier relationships.

  • Outstanding Warehouse Receipts: Lists received products not yet invoiced, ensuring accurate inventory and financial reconciliation.
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