User Manual

Reports
You can click “Account Historical Report”
or “Service Tech Summary Report” to
quickly jump to the report itself.
Branch List
This will be a listing of all active branch
-
es. To view inactive branches uncheck the
“Active Branches Only”. This will show
you the branch name, address and how
many accounts are linked to that branch.
Account List
This will be a listing of all active accounts.
To view inactive accounts uncheck the
“Active Accounts Only”. This will show
you the account name, branch, address
and the date it was last serviced.
Service History
This will be a full listing of all service
visits at all accounts showing branch,
account name, date it was last serviced,
the technician, how long the service visit
lasted, how many events were recorded