Customer Export

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).