Introduction:
ServiceBox is designed to streamline operations for service-based businesses. Key to managing ongoing work is the ability to track Quotes. Accessing a comprehensive report of all Quotes helps businesses monitor progress, allocate resources effectively, and maintain high levels of customer service. This guide provides a step-by-step process to access or generate such a report in ServiceBox, ensuring that managers and teams have the insights they need to manage their workload.
Step-by-Step Guide:
- Log into ServiceBox: First, ensure that you are logged into your ServiceBox account with the necessary permissions to access reporting features.
- Navigate to the Reports Section: Once logged in, go to the navigation bar and click on the 'Reports' section.
- Locate Quote Report:
To download the above reports, follow these steps:
- Select the Quote Report.
- Start Date (Mandatory): Specify the start date for the report.
- End Date (Mandatory): Indicate the end date for the report.
- Created By: Choose an employee for whom you want to generate the report. Alternatively, leave it blank to include all users.
- Status: Filter the report by one or more statuses, or leave it blank to include all statuses.
- Select the preferred format for saving the report.
- Click on Generate.
The generated report will include comprehensive details, including the quote number, quote date, creator, customer, job site, and quote status. Additionally, if the quote transitions into a work order, the work order details will be included and presented in the following format:
