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  1. Service Autopilot
  2. Reports
  3. SA Reports
  4. Client Reports

Client Reports

The Reports found under the "Client" section of Reports > Report Center > SA Reports. Clients are an Account with an Account Type designation of "Client".

  • Client Cancellation Count Report
  • Client Balance Report
  • Client Contact List Report
  • Client Contracts Report
  • Client Method of Payment Report
  • Client Phone List Report
  • Client Referral Report
  • Client Source Campaigns Report
  • Client Report By Completed Jobs
  • New Client Count Report
  • New Clients Report
  • QuickBooks Comparison Report
  • Terminations Report

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