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How to Send a Finance Report to your Technicians
How to Send a Finance Report to your Technicians
Anali avatar
Written by Anali
Updated over a week ago

1. On your desktop or laptop, from the left side menu select “Finance”.

2. Select the option “Technician Report” at the top; there, you will see a list of your jobs for the week and will be able to filter the dates to see jobs from today, lat week, last month, etc.

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.

6. To send the reports:

  • Select all your jobs or just the ones you need to send by clicking on the squire at the left. Once selected a bar of options will display to preview, download, send email, send SMS.

Note: sending via SMS or Email directly from the report will send to the technicians contact information registered in their profile, to send to a different email or phone, please download.

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