Viewing Reports

Workorder

To print the workorder, right-click on a service appointment on the schedule board and select Quick Print or Print Service Call.

The workorder reports are also printable from Signature. If you map these options to a different report for Schedule, this will also update what is printed from Signature. 

• Quick Print prints your workorder, in one step, in the format specified during Signature setup. The report prints directly to the printer. To set up the default quick print workorder, see Choosing Service Options in the Signature User Guide.
• Print Service Call provides you with the option to print 1 of 5 workorders. 

Five Workorder Formats

For examples of each workorder, see Service Call Workorders in the Signature Reports Guide. 

• Workorder 1
  Workorder 1 breaks down key service call information. Technicians can quickly see the date and time a service call was received. This report lists the service call ID and invoice number along with brief service call details and the customer's address. The contact name, email address, and telephone number are also included.
• Workorder 2
  Workorder 2 is useful for salespeople. It could be stored in your customer's file. It lists the customer's billing address, service call location, salesperson information, and service call details. The contact name, email address, and telephone number are also included.
• Workorder 3
  Workorder 3 is a T-card that combines service call information with customer billing information. The contact name, email address, and telephone number are also included.
• Workorder 4
  Workorder 4 includes task detail with the service call information. The contact name, email address, and telephone number are also included.
• Workorder 5
  Workorder 5 includes appointment detail with the service call information. The contact name, email address, and telephone number are also included.

Daily Schedule Board

This report displays a PDF copy of what is shown on the schedule board.

1. To view this report, select the Adobe

   

    icon to the left of the TODAY button.
2. In the Save As window, navigate to the location to save the PDF file and select Save.

Resource Schedule

The Resource Schedule report can be printed for a specific resource or you can print this for multiple technicians.

1. Right-click on a resource name from the schedule board.
2. Select Print Resource Schedule and then select Schedule_Resource_Report_1.
3. A new tab is opened in your browser displaying the resource's schedule for the day.
4. If you want to see a range of dates, you can edit the Start/End Dates at the top of the report.
5. You can also select more than one technician from the Technician drop-down.
6. Select View Report.

Using the Resource Report Wizard

You can also print the Schedule Resource Report by using the report wizard.

1. Right-click on a resource name from the schedule board.
2. Select Print Resource Schedule and then select Report Wizard.
3. In the Resource Schedule Report window, the Start/End Dates default to today's date. You can edit these fields to display a range of dates.
4. Select the Run For drop-down and select an option for who you want to run the report for: All, Technician, Technician Team, Service Area, or Branch.
5. Depending upon your selection, select one or more technicians, a team, a service area, or a branch.
6. Select Run Report.