Difference between revisions of "Management"
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The Management Dashboard allows users to have an overview of various aspects like accounting, posted payments, housekeeping, and marketing. | The Management Dashboard allows users to have an overview of various aspects like accounting, posted payments, housekeeping, and marketing. | ||
| + | <br><br> | ||
| + | ----<br> | ||
| + | '''Accounting'''<br> | ||
| + | In the accounting panel, you can see a list of all the reports that have been written, and the total sum of billing amounts.<br> | ||
| + | You can also choose to print statements by checking all the mini boxes on the left of the [[File:Edit.png]] icon and then clicking '''Print Statements (PDF)'''<br> | ||
| + | You can also '''email, export, apply interest changes''' on the statements in the same way. | ||
| + | <br><br> | ||
| + | ---- | ||
<br> | <br> | ||
| − | ''' | + | '''Posted Payments'''<br> |
| − | + | Click on '''View...''' under Posted Payments to view the reports based on invoice number.<br> | |
| − | + | Export the list by checking all the mini boxes on the selections you want and then clicking '''Export List''' on the right.<br> | |
| − | + | Upon exporting, a spreadsheet will start to download onto your computer. When it is finished, you may click on the file that appears on the bar at the bottom of your browser. | |
| − | + | <br><br> | |
| − | ''' | + | ---- |
| + | <br> | ||
| + | '''Housekeeping'''<br> | ||
| + | Generate various reports for your reference. You may choose to print them out as well. | ||
| + | <br><br> | ||
| + | ---- | ||
| + | <br> | ||
| + | '''Marketing'''<br> | ||
| + | ''Data & Statistics'': On the first page of the Termite Report, there is a section where you can fill out the lead source ("where did the customer hear about us?"). <br> | ||
| + | You can view and compare all these entries through the pie chart that generates a visual statistic.<br><br> | ||
| + | ''Post-Inspection Follow-up Reminders'': Here you have the option to view all the Follow-up Reminders you have set for the inspections. Click directly on the report to view the reminder that was set.<br> | ||
| + | To clear any reminders, check the mini box on the left of the report number and click '''Clear Selected''' on the bottom right. | ||
Latest revision as of 18:07, 16 May 2016
The Management Dashboard allows users to have an overview of various aspects like accounting, posted payments, housekeeping, and marketing.
Accounting
In the accounting panel, you can see a list of all the reports that have been written, and the total sum of billing amounts.
You can also choose to print statements by checking all the mini boxes on the left of the 
icon and then clicking Print Statements (PDF)
You can also email, export, apply interest changes on the statements in the same way.
Posted Payments
Click on View... under Posted Payments to view the reports based on invoice number.
Export the list by checking all the mini boxes on the selections you want and then clicking Export List on the right.
Upon exporting, a spreadsheet will start to download onto your computer. When it is finished, you may click on the file that appears on the bar at the bottom of your browser.
Housekeeping
Generate various reports for your reference. You may choose to print them out as well.
Marketing
Data & Statistics: On the first page of the Termite Report, there is a section where you can fill out the lead source ("where did the customer hear about us?").
You can view and compare all these entries through the pie chart that generates a visual statistic.
Post-Inspection Follow-up Reminders: Here you have the option to view all the Follow-up Reminders you have set for the inspections. Click directly on the report to view the reminder that was set.
To clear any reminders, check the mini box on the left of the report number and click Clear Selected on the bottom right.
