This report, which is only available by email, will show all of the current information for the customers selected. The fields in this report include:
- Customer #
- CUSTOMERID
- FRANCHISEID
- First Name
- Last Name
- Customer Full Name
- Is Active
- Freq
- Title
- Spouse First Name
- Spouse Last Name
- Greeting
- Address1
- Address2
- City
- St
- Zip Code
- Zip 4
- Sq Feet
- BILLTOCUSTOMERID
- Billing Address1
- Billing Address2
- Billing City
- Billing St
- Billing Zip
- Billing Zip4
- Lat
- Long
- ROUTEID
- Route #
- Arrival Preference
- Primary Phone
- Primary Phone Type
- Phone 2
- Phone 2 Type
- Phone 3
- Phone 3 Type
- EMail 1
- EMail 2
- EMail 3
- TERRITORYID
- Site
- Tax Authority Name
- Compensation Tax AuthorityName
- LEADSOURCEID
- Lead Source
- Initial Contact
- Estimate Booked
- Estimate Performed
- Converted To Customer
- First Clean
- Last Clean
- Date Cancel
- Lead Status
- CANCELREASONID
- Cancel Reason
- Cancel Comments
- Frequency Name
- Std Amount
- Working Rate
- Last Price Increase
- Price Incr Amount
- Date Last QC
- Date Next QC
- QCScore
- Preferred Day
- Preferred Route
- Pref Day Requested
- Cumulative Cleans
- Cumulative Charges
- Balance
- Key Code1
- Key Code2
- Key Code3
- Travel Note
- Security Note
- Permanent Note
- Disp Code1
- Disp Code2
- Disp Code3
- Estimators
- WORKORDERID
- 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).
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article