1. On your desktop or laptop, from the left side menu select “Finance”.
2. Select the option “Technician Report”. There, you will see a list of your jobs for the day and will be able to Custom Range to see jobs from past dates.
3. Filter by the Technician you want to see jobs from.
4. From there you can select to view "Jobs Balance by List" or a complete "Summary Technician Balance"
5. Once chosen, you will see that on the top left corner of the report there are options to either download or send by email. If you choose to send by email, the report will be sent to the email you have on file for the technician selected.