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Nick Hess

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  1. 5 votes
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    under review  ·  3 comments  ·  General  ·  Admin →
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    Nick Hess commented  · 

    So the problem is that "Net Revenue" by staff isn't accurate when all your invoice generation is done by automatic invoice & accounting staff. Our techs do not create invoices but I still need to see how profitable they are. What we need is to see the revenue generated by work they have done.

    I have seen how to pull the hours but it would be nice to have it in a more graphical report that we can quickly at a glance see the amount of hours and dollars each technician has generated.

    Parts would be both inventory and one-off parts. The commission report does help once items are invoiced. Still graphics in Domo would be nice.

    Most of all it would be helpful to be able to see uninvoiced items on the reports as an option of course. We bulk invoice on the 1st and 15th of the month because we don't want to overwhelm our customers with what would sometimes be 100 invoices a day. We could really use the data before it is invoiced to see where we are financially. Thx

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  2. 15 votes
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    4 comments  ·  General  ·  Admin →
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  3. 7 votes
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    2 comments  ·  General  ·  Admin →
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    Nick Hess shared this idea  · 
  4. 6 votes
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    2 comments  ·  General  ·  Admin →
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    Nick Hess shared this idea  · 
  5. 19 votes
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    7 comments  ·  General  ·  Admin →
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    Nick Hess commented  · 

    Something to look at would be how freshbooks handles this very similar https://www.freshbooks.com/blog/new-feature-date-variables-for-recurring-profiles/

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  6. 2 votes
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    1 comment  ·  General  ·  Admin →
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    Nick Hess shared this idea  · 

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