Field Technicians - Timesheet
This report summarizes the time spent by each field technician working on appointments assigned to them
Field Technicians - Time Off
This report contains details of the time taken off by the users and the reason for it
Appointment Based on Status
This report categorizes the appointments based on its status
Field Technician - Check in/out
This report lists the details of user's check-in and check-out from the mobile app
Work Order by Type
| This report classifies the work orders based on its type, i.e. Service or Inspection |
Customer Rating and Feedback
| With this report, you can see the details of the customer ratings and feedback given for each appointment|
Work Order by Priority
This report classifies the work orders based on its priority, i.e. Critical, High, Medium, Low
Work Order by Status
This report categorizes the work orders based on its status, i.e New, In Progress, Cannot Complete, Completed, Closed, Cancelled, Scheduled Appointment, and Dispatched
This report contains details of the trips taken by the field technicians for their assigned appointments
Company's Address Information
This report lists the details of the Companies' service and billing addresses
Company Primary Address Information
This report lists the details of the Companies' billing addresses
Contact's Address Information
This report lists the details of the Contacts' service and billing addresses
Services provided to the Customers
This report lists the services available and the appointments in which they are used.
List of Services cancelled or terminated
Parts Used or Utilized
This report lists the parts available and the appointments in which they are used.
List of appointments terminated or unable to complete by the field technician/crew due to various reasons, e.g. part unavailable, bad weather
List of Appointments cancelled by the customer due to various reasons (e.g. customer unavailable)
Estimate Based on Status
This report classifies the estimates based on its status, i.e. New, Approved, Rejected, Cancelled, Waiting For Approval, Converted to Work Order, and Expired
Rejected Estimate by Rejected Reason
This report lists the details of the Estimates created and the reasons for which they were rejected
Requests by Monthly
This gives a monthly report of the requests created
Request Based on Request Source
This report categorizes the request based on the channels in which they originated, i.e. web, email, etc
Request Based on Status
This report classifies the requests based on its status, i.e. New, Estimate Created, Estimate Rejected, Work In Progress, Completed, Closed, Cancelled, Cannot Complete
Request Based on Priority
This report classifies the requests based on its priority, i.e. Critical, High, Medium, Low
Service Reports by Status
|This report categorizes the service reports based on its status, i.e, Draft, Sent|
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Write to us: firstname.lastname@example.org
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.