Reporting & Company Settings

Understand the data shown on your reports, as well as some key company settings available to you.

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24 articles in this collection
Written by Travis Brown, Garrett, Zack Buffum and 1 other
Reporting

How do I view and export reports?

Learn how to run and download reports for invoices, payments, purchase orders, shop performance, and more
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Written by Garrett
Updated over a week ago

How do I keep track of referrals and view referral reports?

Assign a Referral Source to customers and access reports to know which methods are the most effective
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Written by Joseph Aizawa
Updated over a week ago

How can I use Shop Performance Reports?

View these reports to better understand your shop’s overall performance and canned service profitability
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Written by Joseph Aizawa
Updated over a week ago

How can I use Commission Reports?

View employee commissions at a glance with totals and rates information
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Written by Joseph Aizawa
Updated over a week ago

What is the Deferred Services by Customer Report?

Find the Deferred Services for your customers and the total amount deferred
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Written by Joseph Aizawa
Updated over a week ago

How can I use Technician Reports?

Access information about techs’ time logs, assigned services, labor cost, efficiency, and more
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Written by Joseph Aizawa
Updated over a week ago

How can I use reports from Parts & Line Items Sold?

Find data about service line items, including sales tax, number sold, and in-depth cost information
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Written by Joseph Aizawa
Updated over a week ago

How can I use reports from Estimates & Invoices?

Get a comprehensive view of all work orders, paid invoices, estimates, and more
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Written by Joseph Aizawa
Updated over a week ago

How can I use Payment Reports?

View information about transactions, the most common payment type, payment deposits, and more
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Written by Joseph Aizawa
Updated over a week ago

How can I use the End of Day report?

Quickly determine your shop’s daily performance through viewing key money metrics, such as for sales, payments, and more
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Written by Joseph Aizawa
Updated over a week ago

How can I use the Sales Summary report?

Use this report to view a snapshot of your sales information, which includes trends and breakdowns
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Written by Joseph Aizawa
Updated over a week ago

How do I set up and track employee commissions?

Set employee commission percentages based on parts, labor, and tires and run reports for accurate payroll
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Written by Zack Buffum
Updated over a week ago

How can I use the Dashboard?

Quickly access a simple overview of key areas in your shop
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Written by Travis Brown
Updated over a week ago
Company Settings

What options are available in User Permissions?

Learn how to set User Permissions to customize the view and permissions for each user
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Written by Joseph Aizawa
Updated over a week ago

How do I customize the General Settings?

Set up shop information, choose vehicle settings, manage rates and fees, select preferred part brands, and more
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Written by Joseph Aizawa
Updated over a week ago

How do I customize Rates & Commissions?

Learn how to set users’ labor rates, flat rates, and commission rates
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Written by Joseph Aizawa
Updated over a week ago

How do I customize Notifications?

Learn which Notification Types are available and how to enable them for users
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Written by Joseph Aizawa
Updated over a week ago

How do I restore Deleted Items?

Find and filter through Deleted Items to quickly restore them as needed
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Written by Joseph Aizawa
Updated over a week ago

How do I edit user settings?

Customize what users can access and the notifications they receive
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Written by Garrett
Updated over a week ago

How do I add my logo to estimates and invoices?

Easily upload your logo to personalize estimates and invoices
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Written by Travis Brown
Updated over a week ago

How do I use the Technician View?

View your assigned services, time clock, vehicle specifications, and more
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Written by Joseph Aizawa
Updated over a week ago

How do I set Assignment prompts and assign employees to estimate Assignments?

Add service writers to estimate Assignments and assign technicians to labor, part, and tire items
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Written by Joseph Aizawa
Updated over a week ago