Customer Export Brief

This report will show some of the current information for the customers selected and is designed for Excel export.  The fields in this report include:

• Customer #
• First Name
• Last Name
• Customer Full Name
• IsActive
• Freq
• Title
• Spouse First Name
• Spouse Last Name
• Greeting
• Address1
• Address2
• City
• St
• Zip
• Zip 4
• Route #
• Phone #s
• EMails
• Site
• Lead Source
• Initial Contact
• First Clean
• Last Clean
• Cancel Reason
• Cancel Comments
• Frequency Name
• Price
• Working Rate
• Preferred Day
• Preferred Route
• Pref Day Requested
• Cumulative Cleans
• Cumulative Charges
• Balance
• Do Not Back Market
• Is Problem Cust
• Is VIP
• Do Not Service

Definable parameters:

• Site
• Route
• Active/Inactive
• Clean type One-Time, Occasional, Recurring (W/A/T/M)
• Lead

Calculations:

• Working Rate Calculation: (Standard Price / (Time in House*Tech Count)
• Standard Price Calculation: Entered by User or if the clean is hourly Standard Price Calculation: Rate*(Time in House or Hours).