Client Services Report

This report shows active Services for each Client. You can filter this report by Custom Field, Service, Customer and whether or not you want assignments to show:


Columns on this report are as follows:

  • Client - the name on the client Account
  • Package/Schedule - the name of the Package, Master Schedule, or job type
  • Work Order - whether or not a Job is also a Work Order
  • Service - the Service on the Job
  • Rate - the rate for the Job
  • Quantity - the quantity on the job
  • Amount - the total amount for the Job
  • Budgeted Hours - the budgeted hours allotted to the Job
  • Address 1 - the first line of the service address
  • Address 2 - the second line of the service address
  • City - the city for the service address
  • State - the state for the service address
  • Postal Code - the postal (zip) code for the service address
  • MapCode - the Map Code assigned to the Account
  • Cell Phone - the cell phone number assigned to the account
  • Fax - the fax number assigned to the account
  • Home Phone - the home phone number assigned to the Account
  • Other Phone - the other phone number assigned to the Account
  • Latitude - the latitude for the service address
  • Longitude - the longitude of the service address
  • Resources - the Resources assigned to the Job. This field will only appear if Show Assignments is selected in the filters.
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