Reports

Report: Tax-Exempt Customer

What This Report Does:
Displays a list of all customers marked as tax-exempt within your ServiceWorks account.

Upon opening this report, you will be able to view the following information within the report:

  • Account # – Displays the customer’s account number
  • Name – Displays the customer’s name
  • Company Name – Displays the customers associated company name (if applicable)
  • Phone 1 & 2 – Displays the customer’s primary and secondary phone number
  • Email – Displays the customer’s email address
  • Address – Displays the customer’s physical address, city, state, and zipcode/pattern

Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1


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