Reporting & Analysis
- Quote Cost Comparison Report
- Invoice/Acknowldgement Printing
- Printing Quotes
- Exporting Lines to a New or Existing Quote
- Computer Generated Work Order Lines
- Using the "Due" button as an AR Aging Report for Salesperson
- What is the Baseline and Financial Progress
- Exporting Related Quotes
- Ad Source
- Suspend Total Calculations
- Getting a Report for Batch Print Estimated Job Cost
- Dashboard - Sales Representative Comparison
- Dashboard - Net Delivered Sales
- Dashboard - Percent of Goal
- Dashboard - Representative GP Rank
- Dashboard - Gross Profit
- Dashboard - Month to Date Sales
- Dashboard - Monthly Sales Goal
- Dashboard - Top 10 Products Sold (Past 90 Days)
- Dashboard - Cumulative Goal vs Cumulative Net Sales
- Dashboard - No Budget Message
- Printing a Sample Status Report
- Printing Messages on Quotes
- Printing Commission on the Job Cost Sheet.
- AIA reports
- My Commissions Report
- Quote Information Report
- Reprint Job Cost Sheets
- Batch Printing
- Retainage Due