Getting a report for a job and task
We do onsite servicing and I use the job list to record equipment we work on - my tasks show what we did
I need a report that I can get a certain task we performed on a job
Instead of having to run a job report and hunt for the task
Hey Sue, I do have some good news, we are actually coming out with a report shortly called the “Quick Summary Report” that will allow you to pull information totals from Customers, Jobs, Employees, Tasks, or a combination of them all. So this will be able to do what you are looking for. The one catch, is that this report won’t include all of the shift details and notes like the Job Details report has.
So that may be useful, but the next step would be to improve the filtering for the current reports to include that second level of selection.