What This Report Does:
Displays a list of all customers who have requested services through the Instant Booking page withing a specified time frame
Upon opening this report, you’ll have the following options for filtering your search:
- From Date / To Date: Filter your results by a designated date range
- Instant Booking: Filter your results by a specific Instant Booking page within your ServiceWorks account. (Note: You will need to select at least one page before you can run this report)
Once finished with your selections, click Run Report to continue
Once generated, you will be able to view the following information within the report:
- Instant Booking Name – Displays the name of the Instant Booking page
- Customer – Displays the name of the customer requesting services
- Account – Displays the account number for the customer (Note – This will be the customers phone number by default, but can be altered within the customer edit menu)
- Job# – Displays the number of the assigned job/invoice
- Job Type – Displays the selected job type from the Instant Booking page
- Created At – Displays the date on which the customer entered their information
- Amount – Displays the total amount collected for the service though the Instant Booking page
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
