What This Report Does:
Generates a list of jobs with warrantied items that are due before a specified date
Upon opening this report, you’ll have the following options for filtering your search:
- Up to Date – Select a date as a stopping point for the table to generate from. Any jobs before this date will appear in your results
- Vendor Type – Filter your results by the following vendor types: Part Distributor, Claims Processors/TPAs, OEM (Original Equipment Manufacturer), or All
- Vendor – Filter your results by a specific vendor
Once finished with your selections, click Run Report to continue
Once generated, you will be able to view the following information within the report:
- Vendor – Displays the associated vendor
- Job # – Displays the assigned job number
- Dispatch # – Displays the assigned dispatch number (if applicable)
- Date – Displays the date on which the job was completed
- Type – Displays if the associated warranty is in relation to Part (Items) or Labor (Service)
- Billing Amount – Displays the total amount to be billed for the invoice
- Paid Amount – Displays the amount of payment previously taken for the invoice
- Discount – Displays the total discount applied towards the invoice
- Due Amount – Displays the total amount due upon job completion
- 0-30 Days – Displays the amount due if paid within the first 30 days of purchase
- Over 30 Days – Displays the amount due after 30 days of purchase
- Over 60 Days – Displays the amount due after 60 days of purchase
- Over 90 Days – Displays the amount due after 90 days of purchase
- Total – Shows the total of all due amounts for the invoice
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
