Reports
Staying on top of things.
Getting Started with Reports
- Reports Tab
- Incorrect Name on a Job File
- Understanding Relationship in Chronicle
- Distinguishing between the Search Options on the Left and Filters
- Exporting from Chronicle to Word or Excel
- Printing Lists or Labels
Working with Collections
- VIDEO Collections Manager Overview (27:33)
- Overview - Collections
- VIDEO Managing Collections with Chronicle (9:20)
- Settings for the Collections Manager - Part 1
- Managing the Collections Process - Part 2
- Searching for Receivables by Collection Action
Working with Financials
- Work in Progress / Unearned Sales Report
- VIDEO Bonus Manager Preview (39:31)
- Hiding Financials on the Job Cost Screen
- VIDEO Bonus Manager: Step by Step (29:11)
- Benefits of a Good Incentive Program
- Bonus Manager
Monitoring Financials.
- Missing Class Finder
- Viewing Accounting Information
- Seeing Recent Invoices & Totals Billed/Paid
- Seeing A/R Information
- Seeing Billing Detail for Any Customer
- Profitability Snapshot: Cost, Revenue, & Profit Overview
Billing
- Billing Overview
- Creating a Billing Task
- Forwarding Estimates to Billing Staff
- Update Searching for Unbilled Jobs
- Generating a List of Completed Activities
- Monitoring Billing After the Setup Period
Working with Labor
- VIDEO Getting to the Labor Options (0:33)
- VIDEO Labor: Understanding and Using (40:23)
- Labor Manager Overview
- Payroll/Labor Report
- Management Labor Reports
- Tracking Labor Hours
Working with Marketing
- Marketing Overview
- VIDEO Using Chronicle to Track Marketing (8:50)
- VIDEO Marketing with Chronicle (44:49)
- Monitoring Marketer Performance
- Marketing Manager
- Key Dates
Working with Other Reports
- VIDEO Equipment & Inventory Tracking (31:06)
- VIDEO ServiceMaster Specific Features (32:53)
- VIDEO Reminders and Tasks (11:18)
- VIDEO Graphs: Graphs/Trends Reporting (8:25)
- VIDEO Dashboard - Framework of the Pivot Grid (2:32)
- VIDEO Dashboard - Customizing (2:28)
Working with Production Reports
- Reminders: Differences between Reminders, Follow Ups and Recalls
- Generating Activity Reports
- Reminders: Overview
- Reminders: Setting Up
- Tasks: Assigning
- Tasks: Monitoring the Status of Tasks