NavBar - Reports

Commissions

Orders

With this page yu can report on one particular thing or combine multiple criteria to really narrow things down.

 

Some of the reports:

Match QuickBooks - Order Status "Submitted",  Date Type "Costed" or Installed (on Order Estimate page) (whichever you use, if you put install date in the income transfers into QuickBooks for that date. So if you do it you should always do it. If you do not put the install date in it will go off of when you marked complete on the job costing page.), then put date range in.

Revenue and COGS - All of this information is coming from Job Costing. If job costing is done it will be very close to what the income statement looks like in QuickBooks. Only very close because some items do not hit the job that were bought in bulk (consumables are only estimated as we don't count how many screws etc were used.)

Primary Job Type - If you want to know revenue by department you can select the Primary Job Type and put your dates in.

Lead Source - If you want to see revenue by the lead source select the one(s) you want and put in dates.

Employee - If you want to see all order a rep created, sold, profit of each job etc. just select the rep under the Created by drop down and put in your dates.

Payment - See Unpaid or Paid orders by choosing Payment Status

Items Sold Status - If you want to see all clients that bought a humidifier or ones that need an extended warranty filled out for just go to add item and select the item from your price book and put you dates in.

Date Type - This can be different dates used for the reports... meaning when it was created, submitted, installed, or costed..

Pay Roll

To access:

• Report 
• Payroll
• Put in payroll dates
• Click triangle next to representatives name

What you can see here:

Task Pay and Commissions:

Commission = If the rep is paid commission their commission will show up here.

• Checkmark on the left = This will default checked and if you are going to pay the rep for the job leave it checked and click "Mark Orders As Paid"

Labor = If the rep is on task pay they will have a labor amount show up here. 

• Checkmark on the left = This will default checked and if you are going to pay the rep for the job leave it checked and click "Mark Orders As Paid"

If they are not showing up for commission or labor they should receive check 2 things:

1. User Setting is set to task or both.  Manage Users

2. Click order number to the left and make sure they are selected as "Technician who performed the labor" for labor or "Sales Technician" for sales commission or "Technician who generated lead" for lead generation fee.

Hourly Pay:

Regular Hours = These are all the hours that are not overtime or PTO in the date range you selected and the time clocked on the Timesheets.

Overtime Hours = These are all hours marked as overtime based on Payroll Settings and the time clocked on the Timesheets.

Total Hours = This is the total Hourly, PTO, UPTO, & Total.

Job Hours = Time clocked in to jobs, if you click the number it will show you the hours by the Job Type so you can departmentalize your labor.

Efficiency = This shows you the percentage of time clocked into jobs vs total time clocked in to the day. If they are at 50% this means they are only on jobs half of the time they are clocked in at work.

Revenue Per Hour = This is all the revenue they bring in divided by all hours they clocked in. 

Minimum Wage = If someone is on task pay this will track minimum wage for you to keep you legal.

User Wages = This is how much they will get paid bse on their hourly rate... 

Paid Time Off

Unpaid Time Off