Introduction:
ServiceBox is designed to streamline operations for service-based businesses. A key feature is the ability to generate customer reports for better visibility into work history, pricing, and outstanding invoices. This guide provides step-by-step instructions for accessing and generating these reports in ServiceBox.
Step-by-Step Guide:
1. Log into ServiceBox
Make sure you're logged into your ServiceBox account with the appropriate permissions to access reporting features.
2. Navigate to the Reports Section
Click on the Reporting section in the left-hand navigation menu.
3. Locate Customer Reports
Once in the Reporting area, scroll to find the Customer Reports section.
Available Reports
Pricebook Report:
The Pricebook feature allows you to create custom price lists that can be assigned to customers or job sites. This report shows which customers and job sites are linked to which Pricebooks.
To run this report:
-
Select the Pricebook Report.
-
Choose a Pricebook, or leave blank to include all.
-
Select the preferred format.
-
Click Generate.
The generated report will display:
-
Customer names
-
Job site names
-
Associated Pricebooks
Maintenance Report:
This report outlines all maintenance work completed for a specified customer and job site within a selected time period.
To run this report:
-
Select the Maintenance Report.
-
Customer (Mandatory): Select the customer.
-
Job Site (Mandatory): Select the associated job site.
-
Unit: Optional – filter by unit or leave blank to include all.
-
Report Type: Choose between Jobsite or Unit.
-
Checklist: Select a checklist or "All."
-
Start Date (Mandatory): Specify the beginning of the reporting period.
-
End Date (Mandatory): Specify the end of the reporting period.
-
Click Generate.
The report will include:
-
Completed maintenance tasks
-
Associated units or job sites
-
Checklist details (if selected)
Checklist Report:
This report provides a record of checklist completion tied to customers and users.
To run this report:
-
Select the Checklist Report.
-
Customer (Mandatory): Choose a customer or "All Customers".
-
User: Choose a specific user or "All Users".
-
Report Type: Select Jobsite, Unit, or All.
-
Checklist: Select a checklist or "All."
-
Start Date (Mandatory): Set the beginning of the date range.
-
End Date (Mandatory): Set the end of the date range.
-
Click Generate.
The report will include:
-
Checklist names
-
Completion data
-
Associated customers and users
Contracts Report:
This report provides contract information stored at the job site level for each customer.
To run this report:
-
Select the Contracts Report.
-
Customer: Choose a customer or "All Customers".
-
Jobsite: Choose a jobsite or leave blank for all.
-
Unit: Choose a unit or leave blank for all.
-
Start Date (Mandatory): Set the start of the period.
-
End Date (Mandatory): Set the end of the period.
-
Click Generate.
The report will display:
-
Job site contracts
-
Related units
-
Associated dates and contract types
Customer Unpaid Invoice Statement:
This report shows all unpaid invoices for a selected customer, including the total amount owing as of the report date.
To run this report:
-
Select Customer Unpaid Invoice Statement.
-
Choose the customer.
-
Select the preferred format.
-
Click Generate
The report will show:
-
Outstanding invoice numbers
-
Invoice dates
-
Total amounts owing
Need Help?
If you're having trouble generating a customer report or locating a specific data field, contact our support team at support@jobboxsoft.com.