Reporting & Company Settings
Understand the data shown on your reports, as well as some key company settings available to you.
By Zack and 3 others4 authors25 articles
Import Shop Data with Import Templates
How do I export shop data?
How do I view and export reports?
How do I keep track of referrals and view referral reports?
How can I use Shop Performance Reports?
How can I use Commission Reports?
What is the Deferred Services by Customer Report?
How can I use Technician Reports?
How can I use reports from Parts & Line Items Sold?
How can I use reports from Estimates & Invoices?
How can I use Payment Reports?
How can I use the End of Day report?
How can I use the Sales Summary report?
How do I set up and track employee commissions?
How can I use the Dashboard?
What options are available in User Permissions?
How do I customize the General Settings?
How do I customize Rates & Commissions?
How do I customize Notifications?
How do I restore Deleted Items?
How do I edit user settings?
Add Shop Logo
How do I use the Technician View?
How do I set Assignment prompts and assign employees to estimate Assignments?
Document Footer Settings