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Service Agreement First Proposals
Report of service agreements proposals where the First Proposal Date is between today and your days in advance setting. For example, if your days in advance is set to 7 (default), it’ll be between today and 7 days from now.
Service Agreements Expiring
This reports shows all Report of active service agreements expiring within a 7 month (default) period. It can be useful Used in tracking when to send out renewal notices.
Open Service Proposals
Report of service agreement proposals that have not been accepted or declined.
Expired Service Proposals
Report of service agreement proposals that have an expired date equal to or past today’s date that has not been accepted or declined.
Preventative Maintenance Schedule
Report of preventative maintenance that have been scheduled for the next 7 days.
Open Service Agreement Invoices
This report shows all Report of service agreement invoices that have not been paid.