Customer History Report | The customer history report gives you a detailed history of a customer's transactions. |
Materials By Vendor Report | See all the materials you order from a specific vendor or a selection of vendors. |
Open Estimates Report | See all your outstanding estimates and customer contact information on a report to make follow-up with customers a breeze. |
Transactions By Date Report | See a report of all the transactions over a selected date range. |
Work In Progress Report | See a report of all the jobs in the shop, sorted by due date. |
Conversion Report | See how well you have been converting estimates to jobs over time. |
Sales By Salesperson Report | Monitor the performance of salespeople by seeing their sales over a period of time. |
Just a quick note - I cannot say enough good things about your estimate program. I have tried several other books, pricing programs etc. I wont mention names. I can finally say with certain, when I quote a sign or banner job, that I will make a profit on it. When I price for my large format printer, and laminator, Im where I need to be to make money. In the past I shot my foot off more times than I care to admit. Thanks again.
-- James Straw, JB Signs