In ServiceWorks, you can generate a detailed report on all tickets with services and items attached in a designated time frame. Here’s a short tutorial on how to utilize this report in the software:
Once opened, you’ll have the option to set the following search parameters:
- Call Type – Choose from call types configured in your account
- Call Source – Choose from call sources configured in your account
- Job Type – Choose from job types configured in your account
- Start / End Date – Set the date range to search for results
- Ticket Type – Choose between invoice, estimate, or all tickets
Once finished with your selection, click Run Report to continue
Once generated, here’s what you’ll be able to see in the table:
- TicketNumber – Number of the ticket
- Prof – Name of the technician assigned to the ticket
- Customer – Name of customer assigned to the ticket
- Warranty – Displays if whether or not this job is eligible for warranty service
- Job Type – Displays the job type assigned to a ticket
- Call Type – Displays the call type assigned to a ticket
- Call Source – Displays the call source assigned to a ticket
- Issue – Displays issue text logged within job information section
- Brand – Displays brand of the item on ticket
- Product – Displays product family of item
- ModelNumber – Displays item model number
- SerialNumber – Displays item serial number
- Parts – Shows total price of items on ticket
- Service – Shows the total price of services on ticket
- Other – Shows the total price of other charges on ticket
- Tax – Shows total taxes applied on ticket
- Warranty Credit – Shows the total amount of warranty credit applied
- Total – Shows the total amount of charges on a ticket
- Down Payment – Shows the total amount of down payment applied
- Warranty Paid – Shows the total amount of warranty paid
- Total Paid – Shows the total amount of payment taken
- AssignedAt -Shows the date and time the service was assigned
- ReachedAt – Shows the date and time the technician marked themselves as “Arrived”
- LeftAt – Shows the time and date on which service was completed
- Remarks – Displays remarks left by technician
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-330-0329 Ext #1
