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How do I get a list of all my service records for the year?

Lance Wight avatar
Written by Lance Wight
Updated over 8 years ago

Many states require documentation on chemical usage for services done during the year. These reports can be found under Reports > Usage > Usage Reports & NY Usage Report.

This report will give you higher level company-wide chemical usage information.

If you want job-by-job chemical usage, you can get that by going to Financial->Unpaid. From there, select your date range, change Status to "All," click the "PDF" button, and then "Individual Invoices." This will download all jobs completed within that time frame and show you all chemical usage that was filled out for each invoice.

You can also get it per customer by going to the customer's account->history->service history. If you click on the "Export History" button, it will download the full service history for that customer in individual invoices. If you just want the invoice for one job, click on the Action button for that job and click "Download Invoice."

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