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Technicians Finance Reports - How to Mark Paid and Unpaid Jobs
Technicians Finance Reports - How to Mark Paid and Unpaid Jobs

How to filter and mark to send jobs to technicians

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Written by Uleadz Client Care
Updated over a week ago

With Uleadz you're able to generate all kind of finance reports, included technician report for payment. To do so follow the steps below:\

  1. On the desktop Uleadz page go to "Finance"

  2. Choose "Tehcnician Report"

  3. Filter the time frame you want to report and then the desired technician

  4. Select "Jobs Balance List" and check the boxes on the tickets that you want to mark as paid and select the option. You can do this one by one or by bulk

  5. Now the report is ready to send via email or download as a PDF

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