Overview
Use the Jobs without Payments report to track down completed jobs where no payment was collected. This helps you stay on top of jobs while your technicians work remotely. Whether the technician forgot to collect payment or there was a credit card transaction issue, you can use this report to reach out to customers to collect missing payments.
Who uses this feature
Administrators and managers
Run report
Before running your report, set filters to get the most relevant information for your needs:
Go to the navigation bar and click Reports.
In the side menu, click All Reports.
Click Jobs without Payments to open it.
Tip: In the search field, enter a few letters from the report title for quick access.
From the Filter by dropdown, select how you want to filter the report:
Invoice Date: Date on the invoice
Completion Date: Date the job was completed
Creation Date: Date the job was booked
Start Date: Date the job is scheduled to begin
Last Paid On Date: Most recent date that payment was made on the invoice
First Dispatch: Date a technician was first dispatched to the job
Use the From and To calendar fields to set a range of dates to run the report on. You can:
Use the calendar to select a specific date range and then click Apply.
Use the left menu to select a preset date range:
Today: From 12:00 AM to the current time.
Yesterday: Previous day, from 12:00 AM to 11:59 PM.
This Week: From Monday through Sunday of the current week.
Week to Date: From Monday through the current date of the current week.
Last 7 Days: Previous seven days, including today.
Last 14 Days: Previous 14 days, including today.
Last 30 Days: Previous 30 days, including today.
Month to Date: From the first of the current month to the current day.
Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.
Last 90 Days: Previous 90 days, including today.
This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
Quarter to Date: From the first day of the current quarter to the current day.
Year to Date: From January 1 of the current year to the current day.
Last 365 Days: Previous 365 days, including today.
Last Year: From January 1 of the previous year to December 31.
From the Business Unit dropdown, select the job business units (BUs) you want to report on. By default, the report runs for all BUs. You can:
Click the dropdown to select individual BUs.
To report on BU categories such as trade or division, click Filter
, select the BU categories you want to include, and click Filter.
Note: How BU filters are applied depends on the key performance indicator (KPI). Hover over a column header for details.
When you're done setting your filters, click Run Report.
Read report results
The report lists all completed jobs with a non-zero invoice total where no payment has been received. By default, the report includes the following columns:
Completion Date: Date the job was completed
Job #: Job number
Job Type: Job type listed on the job record
Business Unit: Business unit attached to the job
Invoice #: Invoice number associated with the job
Status: Status of the job. The report filters for Completed jobs.
Total: Total on the invoice. The report filters for invoices with a total not equal to zero.
Payments: Amount paid on the invoice. This report filters for payments equal to zero.
Completion Date: Date the job was completed
Balance: Unpaid amount on the invoice
Customer Name: Name of the customer on the job invoice
Location Address: Service location on the job
Primary Technician: Name of the technician with the highest split on the job
Click a Job #, Invoice #, or Customer Name to open the corresponding record in a new tab.
Customize and schedule your report
You can arrange and filter your results to narrow the focus of your report.
You can also schedule the report to be delivered by email on a regular basis.