Pipeline visibility
Hello, Our business has reorganized jobs into a bucket system, where sales are made and then begin the process through Template, Materials, Warehouse staging, Cut, CNC, Finish, and Install Inventory. What I am looking for is a dashboard that would visualize
Include Current Area Only on Invoice
Why doesn't the Include Current Area Only work when I try to run an Invoice?
Blank worksheet
When I pulled up my Worksheet it was blank, what would cause this?
Due Dates
Is there a way to show an Invoice Due Date on an Invoice?
Dealer Report
I have a dealer asking for all of their open quotes. Is there a report for this?
Power BI - Custom Reports
Is there anyone well versed in Power BI enough to help me build out some custom reports? We are predominantly a wholesale business and I want to build a report showing our account (K&Bs) quarterly sales in Square Footage. If I have someone get me started
Phone Number and Email on Estimate Report
Why is the customer phone number and email not showing on my Estimate/Quote Report?
Editing Email Verbiage
How do I edit the email verbiage for an estimate or a report?
Missing Jobs on Upcoming Jobs with Inventory Data
It seems like there are missing upcoming items on the Upcoming Jobs with Inventory Data report. What am I missing?
Editing Job Site Details Report
I was able to edit the job site details in the administration and then configurations, but how do I actually get those to show up on my job site details report?
Job Number is Missing from Estimate Report
My Job number is missing on my Estimate. It's not showing up in the Job section on the top right of the report. Any ideas?
Area and Line Items look correct, but Estimate/Proposal Report is showing something different.
My Area and Line Items look correct, but when I print my Estimate/Proposal, the report is showing an incorrect price. What might be causing this?
Profitable account report
I want to find a report that shows my most profitable clients in 2022. Where should I look?
Report for forgotten jobs
I'm worried that some of my jobs are getting forgotten about. Do you have a report that helps with this?