Reports provide valuable information about quotes and jobs.
Open Proposal List The Open Quotes List prints a list of all open quotes.
Proposals Due to Expire
Quotes Due to Expire lists open quotes whose quote date is due to expire within ten days.
Proposal History List
The Quote History List prints a list of closed quotes with their outcome.
Today's Activities List
Today's Activity List displays a screen requesting a customer name and then lists all open activities, for the specified customer, through today's date.
Job Cost Summary The Job Cost Summary lists jobs, grouped by work order, showing the job estimate and actual costs. Total estimate and actual are printed for each work order.
Job Cost Detail The Job Cost Detail report lists actual costs, grouped by job and work order, with totals by job, work order, and for the report.
Open Jobs List
Open Jobs lists jobs, grouped by work order, for all open work orders.
Open Jobs by Customer
Open Jobs by Customer lists jobs, grouped by work order, for all open work orders. The report is sequenced by customer name.