Introduction:
ServiceBox is designed to streamline operations for service-based businesses. Key to managing ongoing work is the ability to track work orders. This guide provides a step-by-step process to access or generate Admin report in ServiceBox.
Step-by-Step Guide
1. Log into ServiceBox
First, ensure that you are logged into your ServiceBox account with the necessary permissions to access reporting features.
2. Navigate to the Reports Section
- Once logged in, go to the navigation bar and click on the Reports section.
- Locate Admin Reports
Admin Reports
Vendor Order Summary
The generated report will include the name of the vendor, vendor order description, the status of the order, and the dollar amount for each order based on the date and status criteria you choose.
To download this report:
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Select the Vendor Order Summary report.
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Start Date (Mandatory): Specify the start date.
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End Date (Mandatory): Specify the end date.
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Status: Filter by one or more statuses, or leave blank to include all.
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Select the preferred format.
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Click Generate.
The report will display vendor names, descriptions, status, and totals based on your filters.
Email Log Report
This report includes details about emails sent through ServiceBox.
To download the above report:
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Select Email Log Report.
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Start Date (Mandatory): Specify the start date.
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End Date (Mandatory): Specify the end date.
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Select the preferred format.
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Click Generate.
The report includes:
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Sender and receiver email addresses
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Subject line
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Reference
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Status of the email
Pay attention to the "Latest State" column:
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Open: Indicates the recipient opened the email.
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Delivery: Indicates it was received by the recipient's email server (may or may not have landed in their inbox).
User Checkin Report
If you have turned on the feature "general checking" within Settings, you will see Check in Check Out buttons on your home screen.
This is like a whiteboard in the office, and not related to any work order. For example Admin staff can check in as soon as they arrive and can check out when they are done at the end of the day.
To download this report:
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Select User Check-In Report.
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Start Date (Mandatory): Specify the start date.
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End Date (Mandatory): Specify the end date.
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User: Choose a user or leave blank for all.
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Select the preferred format.
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Click Generate.
The report will show:
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User names
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Check-in/check-out times for the selected date range
Timesheet By Date Range
This report will show time spent by selected user on each work order for the selected time period.
To download the above reports, follow these steps:
- Select one of the above reports.
- User: Select a user or leave it blank to generate report for all users.
- Start Date (Mandatory): Specify the start date for the report.
- End Date (Mandatory): Indicate the end date for the report.
- Select the preferred format for saving the report.
- Click on Generate.
Generated report will have show number of hours spent by a user on each work order within time period. this report also includes customer name and jobsite information.
To Do Report
This report includes information about all To Dos created in the system.
To download this report:
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Select To Do Report.
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Start Date (Mandatory): Specify the start date.
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End Date (Mandatory): Specify the end date.
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Assigned User: Filter by user(s) or leave blank.
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Status: Filter by one or more statuses, or leave blank.
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To Do Categories: Filter by one or more categories, or leave blank.
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Select the preferred format.
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Click Generate.
The report includes:
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To Do creation date
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Assigned user
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Description
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Completion date and time
Need Help?
If you're having trouble generating Admin Reports or locating specific report fields, contact our support team at support@jobboxsoft.com.