Exploring Reports (Income By Type, Order Progress, Accounts Receivable)

INCOME BY TYPE (DETAILED)1. Provides information on your income by line item

• Find out where your income is coming from
• Tracking expensive equipment or inventory that get's lost or left on a job
• Be sure you create a line item for that equipment or inventory to track it
• Can filter by date and item group

ORDER PROGRESS2. Shows all the orders in your system based on dates (estimates, work orders, invoices, voided, posted/non-posted, etc.)

• Can filter by date, job type, and posted/non-posted

ACCOUNTS RECEIVABLE3. Shows past due accounts and credits on accounts

• Disclaimer: ServiceMonster 6 does have tax reports to make sure taxes are being reflected correctly in the system, and you CAN reference them. If you're looking for your most accurate accounting information, however, please refer to your business' accounting system and not ServiceMonster 6.
• Can filter by date