To search for something specific in this list, press CTRL + f (Windows) or Command (⌘) + f (Macintosh) and type in your search.

Summary

The following is a cheat sheet without the lengthy explanations of what to do. For example, under Accounts Receivable there is an entry:

all the $$ owed to me!, bottom of the Balance column

This means to see all the money owed to you, open the Accounts Receivable report and look in the balance column for the answer. You might have to click a column header once or twice to sort it according to your needs. Totals will be at the bottom of the report.

Each report has an Export button in the upper-right corner of the page. Click the button, select CSV and save the file. Open it in Excel, Sheets or Numbers where you can sort, filter, move or hide any of the rows or columns to your liking. This method of data mining makes these reports very versatile and robust.

Key Point

Each report provides filters to narrow your search

ACCOUNTS RECEIVABLE
who has unapplied payments, click Balance column, look for -$##.## or $0.00
statements for customers 90+ days overdue, filter 90 days, Export, Print Statements
all customers who have a balance, click the Balance column twice to see most owed
all the $$ owed to me!, bottom of the Balance column
financial hold customers who owe me $$, filter customer status = financial hold
commercial accounts (that are tagged) and are overdue, Tags column

who has an initial balance, Initial Balance column

ACCOUNT VALUE BY CUSTOMER
my lowest/highest paying customers, click/double-click total Account Value column
all active customers with the price they pay every month, total Account Value column
tags applied to customers, use the date filter, filter tags
what's sold but not serviced, date filter, Total Service Price (incomplete work) column
customers with no $$ coming in, use the date filter, click the Total Invoices column

the completed vs. incomplete work for each customer, use the date filter

ACCOUNT VALUE BY CUSTOMER COMPARE
a customer's service compared to last year

ACTIVE SERVICE DETAILS
all my monthly/quarterly customers, filter Frequency
all my monthly/quarterly billing/invoicing, filter Billing Frequency
all my termite/bedbug customers, filter Service
Work Order frequency, WO Frequency column
service type, Service Type column
billing page notes, Notes column
location page notes, Location Notes column
last service date for a service for a customer, Last Service Date column
if a customer has a Service Agreement, Agreement column = True

ACTIVE SERVICES PRICE CHANGE

how long it's been since a customer's price increase

AUDIT TRAIL
who messed up something (invoice, payment, work order...), What column
when someone logged on or off Fieldwork, Action column
the time a payment was posted, filter date & look for transaction#..., Time column
destroyed work orders/invoices/payments, filter action = destroy, filter entity =
what accounts I've most recently worked on, filter user = yourself
who created a customer, filter Action = Create, filter Entity = Customer
that a former employee is not accessing Fieldwork, filter by user*

BLANK SERVICE TICKET
an empty service ticket so I can print it for training

CALL LIST
customers in a specific branch, with email addresses, filter Branch
customers who are due to be billed in <month>, use the date filter, Billing column missed/rescheduled/incomplete/cancelled appointments, filter status
future business projections by frequency, use the date filter, filter frequency
future business projections by tag (think termites), use date filter, filter by tag
future business projections by customer, create customer tag, use date filter, filter tag
future business projections by route, use the date filter, filter route
future business projection for entire business, use the date filter, Service Price column
service instruction notes from work orders, Service Instructions column
location sticky notes, Service Location Notes column
arrival times for a Work Order, Arrival Time Window column
how much work is scheduled thru end of month/year, filter date & status = Scheduled
how much $$ I'll make to end of a period, filter date, bottom of Service Price column
how much $$ a tech will make in a month, filter date, filter route, total is at the bottom
how many customers we have for a particular service, filter date & service
weekly/monthly total service value in dollars, totals are at the bottom
which customers are missing county entry (taxes), see the blanks in County column
bedbug, termite... customers, filter service and select the service you want
alphabetical list of customers to print, click Customer column, click Export, print report
my "one-time service" customers, use the date filter, filter frequency = one time
my monthly/quarterly/seasonal... customers, use the date filter, filter frequency
cancelled by route, filter status = cancelled, filter route = (tech name), filter by date
service categories for the month, use the date filter, Service Category column
our work pool customers for a particular route, filter status = work pool, filter route
all customers who had a specific service within a time frame, filter date, filter service
paid termite renewals but not completed, filter date, filter service, filter Status =
incomplete, look at Current Account Balance column

COMPLETED WORK ORDER DETAILS
notes & comments the tech entered in the app, Report Findings column
private notes the tech entered in the app, Private Notes column
completed WOs for a specific month, use the date filter, click export, print report
production amounts higher than the charged amount, Payment & Production columns
start and end times for each route per day, use the date filter, actual start/end columns
how many services (treatments) techs do each month, Service column
price and production values, Price and Production Value columns
service dates that don't match invoice dates, use the date filter, Invoice Date column
total dollar amount of work done, use the date filter, scroll to the bottom
work orders without invoices, use the date filter, click Invoices column, blanks are it
how many callbacks I have, use the date filter, filter callback
if a work order has photos in it, photo attached column
if a work order has a PDF form in it, PDF attached column
Who did the first service of a Callback

CUSTOMER CONTACTS
all the contacts for my clients, Contact first/last name columns
which contacts get Invoices, Work Orders, Appointment Reminders, Portal Access,
last four columns

CUSTOMER LIST
customers who have an initial balance, but no unpaid invoices yet, Balance column
new customers that have signed up this day/week/month/year, use the date filter
phone numbers (to identify incorrect types), use the date filter, Billing Phone column
inactive customers, use the date filter, filter customer status = inactive
customers in a specific marketing campaign, use the date filter, filter campaign
customers with credit cards on file, Credit Card column
last four digits of a credit card number, Credit Card column
customers who have their invoices sent automatically, Automation Type column
customers who have their statements sent automatically, Automation Type column
customers who have Auto Pay, Credit Card for Auto Pay column
billing terms, billing terms column
all of my customers, use the date filter and go back to when you started with us
customers in a specific branch, with email addresses, filter date, filter Branch

CUSTOMER PROFITABILITY
(payments received)
how much money received (payments) from each customer, use the date filter

CUSTOMER PROFITABILITY COMPARISON
(payments received)
how much money received (payments) from each customer, last year vs this year, use the date filter
if a customer is giving more business compared to last year, Comparison % column

CUSTOMER VALUE
total invoice amount for new customers, use the date filter, total invoice amt column
customers from a marketing source, use the date filter, marketing source column
tags applied to customers, use the date filter, filter tags
when a customer was created, created on column
first service date, first service date column

CUSTOMER VALUE BY LOCATION
total invoice amount by location, use the date filter

DEPOSIT
payment types, filter by payment type
who paid me through Stripe, use the date filter, filter payment method

DEVICE LIST
all the properties about my devices

EMAIL DELIVERY STATUSES
if an email was sent, Status column
if appointment emails reminders were sent, Subject column
If past-due invoice reminders were sent, Subject column

GROSS SALES
a summary for each month of invoiced work (not detailed)

INCOME
all the checks I've received for the month, filter payment method = checks
who paid on a specific date, use the date filter
a check number, use the date filter, CTRL + f, and type in the check number
open payments, use the date filter, filter payment status = open
which employee added a payment, use the date filter, filter paid by = user
invoices paid by CC but not actually charged, filter payment method = credit card
Stripe payments, use the date filter, filter payment method = Stripe

INVOICES LIST
total value of discounts I have given, Price with Discounts column
accounts receivable for a specific date, filter for that day
who has bad debt, unpaid, or overdue invoices, filter invoice status
invoices created on a specific day (or today), use the date filter
who has a credit card on file, use the date filter & billing terms
the balance for total unpaid invoices, use the date filter, invoice status = unpaid
autopay payments, use the date filter, filter billing term = Auto-Pay CC on File
tax exempt sales collected for a month, use the date filter, filter tax rate = tax exempt
taxes collected by tax rate, use the date filter, filter tax rate...
taxes collected for a certain period of time (monthly, yearly) use the date filter, tax rate
PO# (purchase order number), filter by Customer name, PO# column

MATERIAL USAGE
a list of materials used for a specific customer, filter customer name
a list of a specific material, filter material
which equipment is being used to distribute materials, Equipment column

target pests for a specific Work Order, use the date filter, Target Pest column
see all chemicals used at one site, customer's account, Create a New...
Material Use Statement, use the date filter

ONLINE REVIEW
who gave me a 1, 2, or 3-star review, 1-3 Star Response column

PRODUCTION VALUE COMPARISON
production value of my techs, year over year
increase/decrease in production value of techs, Comparison % column

RENEWALS LIST
my renewal customers due next month, filter service, filter dates for next month
upcoming service in general, like termite renewal, apply your filters of choice
how to create form letters for contract renewals/mass marketing, (export to MSWord)

ROUTE PRODUCTION
production value, Production Value column
production value per route, use the date filter, filter route
the techs' hours worked for a day/week/month..., filter route, Worked Minutes column
all the stops made for a route, use the date filter, filter route
weekly income for each route, use the date filter, filter route
all my restaurant accounts (or any property type), use the date filter, filter location type
all completed jobs within a date range, use the date filter
completed jobs by service category, use the date filter, Service Category column
different billing frequencies for one customer, Customer column, Billing Frequency
column

ROUTE PRODUCTION SUMMARY

completed production by day and route

SALES COMMISSION
(shows completed Work Orders only)
all Work Orders that don't have a commission, filter user = null

SALES COMMISSIONS BY INVOICE
(shows completed Work Orders only)
work orders where techs (schedule tab) and commissions (commissions tab) do not
match up

SALES TAX LIABILITY ACCRUAL REPORT
taxes based on the invoiced date
tax collected by tax rate name

SALES TAX LIABILITY CASH BASIS REPORT
(includes partial payments)

taxes based on applied payments
state, county, city taxes broken out, filter the date

SALES TAX REPORT DETAILS REPORT

(shows income for paid in full invoices only)

SERVICE APPOINTMENTS
print all scheduled appointments for tomorrow, filter status = scheduled
see all Work Pool appointments, filter Work Pool = Yes
appointments by frequency (monthly, quarterly...), filter the date, filter frequency
future appointments sorted by city/zip, filter date, City/Zip columns
sum total of production for a day/week/month... Production column, scroll to bottom
flagged Work Orders, use the date filter, filter Status = Flagged

SERVICE DETAILS
annual value of a series, filter the date, export CSV, use Freq * Price = Annual Value

SERVICE LOCATION LIST
customers without future appointments scheduled, Next Service Date column is blank
all service locations for a next service date, Next Service Date column has the date
number of customers on each route, sort by Default Route column
my customers' last service date, Last Service Date column has the date
customers I haven't serviced this year, Last Service Date column is blank
who is sent/not sent reports automatically, Send Reports Automatically column
which accounts don't have a property type, click Type column twice (blanks are it)
separate list of residential & commercial accounts, click Type column
all my location types, Type column
status of customers, filter customer status
tax exempt (or any tax rate name) customer, click Tax Name column to sort
all my restaurant accounts (or any property type) click Type column

who is the default technician for a location, look at the Default Route column

location (sticky) notes, look at the Service Location Notes column

SERVICE PROFITABILITY
(what you've invoiced)
invoiced by service category, use the date filter, filter service category
services in the 'other' category, Service column (you'll have to visually filter the entries)
a breakdown of individual services, use the date filter
work orders by material line items (how many materials I've sold)

SERVICE PROFITABILITY COMPARISON
(what you've invoiced)
invoiced amounts by service between this year and last
increase/decrease in service revenue between this year & last, Comparison % column

TEXT REMINDERS
appointment texts sent
how many wrong mobile numbers I have in my customer list, search for 'wrong'

TRANSACTION HISTORY
who has a credit card on file, PMT column shows card brand & exp date
statement with every single invoice and payment, use the filters to narrow it down

UNAPPLIED PAYMENTS
who has unapplied payments, use the date filter
which payments were partially applied, Unapplied Amount column

WORK ORDER PRODUCTION
(newly created work, excludes all existing recurring work)
all Work Orders created for any day/week/month, use the date filter
new sales for the month, use the date filter

For information on modifying and saving reports, see Managing Reports - deselecting more than one column at a time

For more information on how to get your customers to pay sooner, see our blog post: 4 Ways to Get Your Customers to Pay Invoices Sooner

*For more information about removing a former employee, see Cannot delete route with work orders