Outstanding balances by customer and invoice organized by days overdue
Outstanding balances by customer and invoice
Detailed view of total taxes by entity, date range, and invoice
Total taxes by tax entity and date range
View, filter, and manage all customers
Email and text delivery statuses by date, recipient and type
View maintenance plans by customer, plan name, status, and balance
A list of your maintenance plans and maintenance plan customers
Monitor the status of equipment and warranties that have been attached to your customers
Track appointments by status and hours worked
Track appointments and service requests by customer, status, and hours worked
Review, track, and update all invoices by date and status
A summary and detail view of profit and loss by job
View metrics per job including checklist completion, lead source, and # of appointments
List of jobs by appointment with type, status, and additional metrics
Detailed list of proposals and summary view of close rate
View service windows for all maintenance plans
All custom line items created on job forms
Number of parts sold by date range
Price book products sold, total dollar amount invoiced, and cost and margin information
Product quantity, total sales amount, and sales detail by user
View and manage recommendations made on proposals and invoices for follow-up
Total sales by date range and job type
Track actions and changes users make in Payzerware by date and time for both mobile and desktop
Actions taken by any employee in relation to the total hours clocked in
Summary and detailed view of scheduled non-work events
Hours technicians are scheduled in comparison to the actual time logged on appointments
Actions taken by technicians in relation to appointments
Clock-in and clock-out times by technician by date
Clock-in and clock-out times and totals by technician by date
