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NarCon Service |
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Forms & Reports |
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| REPORT |
DESCRIPTION |
MODULE |
| 30 day Reminder Letter (mr) |
Overdue notice to customer after 30 days- male |
PL/Invoicing/CE |
| 30 day Reminder Letter (ms) |
Overdue notice to customer after 30 days- female |
PL/Invoicing/CE |
| Address List |
Listing of suppliers information along with product type |
Vendors |
| Call Back Detail Log
(report-mth) |
Detail form for all callbacks for reviewing by management or
customer |
Callbacks |
| Callback Code |
Report showing service calls under various callback codes BCB,
NBL.. |
Callbacks |
| Callback Cost Report |
Shows detail of all calls broken down by month |
Callbacks |
| Callback Report per Job-
month |
Shows detail of all calls broken down by job |
Callbacks |
| Callback Summary all Jobs |
All callbacks summarized by month |
Callbacks |
| Callback Summary by Tech |
All callbacks summarized by technician a |
Callbacks |
| Callback Ticket Numbers |
Listing of all calls by ticket number |
Callbacks |
| Callback Time Sheet |
List of ticket number and breakdown of actual calls listing
dates, codes, times and rates-costs |
Callbacks |
| CH1- Dollars Total |
CHART- showing to dollars proposed
|
Repair Proposal |
| CH1- Order Dollars (tot) |
CHART- with total
orders dollars by month |
Repair Orders |
| CH1- P&L Summary |
CHART- of cost, revenues and profit (loss) for the year by
month |
PL/Invoicing/CE |
| CH2- Dollars per Job |
CHART- showing to dollars per job proposed
|
Repair Proposal |
| CH2- No. of Orders (tot) |
CHART- with total
number of orders written by month |
Repair Orders |
| CH2- Total Labor Costs |
CHART- total labor
costs for the year by month |
PL/Invoicing/CE |
| CH3- Dollars per Job |
CHART- showing totals proposed
|
Repair Proposal |
| CH3- No. of Orders (per job) |
CHART- with number of
orders per job written by month |
Repair Orders |
| CH3- Total Labor Hours |
CHART- total labor
hours expended for the year by month |
PL/Invoicing/CE |
| CH4- Total Material Costs |
CHART- total material
costs expended for the year by month |
PL/Invoicing/CE |
| CH4- per Job |
CHART- showing quotes for a job proposed
|
Repair Proposal |
| Client List (Full) |
Clients name and addresses in vertical form |
Account Info. |
| Contract Esc. Report |
Shows contract start, term and escalation date |
Account Info. |
| Customer Minor Repair Log |
Form to give to customer to fill in when a small repair is
req'd but not urgent |
Account Info. |
| Customer Report |
Customer activity report to be given to customer as needed |
Callbacks |
| Employee Phone List |
Listing of all employee phone numbers including page and cell
phone |
Tech Info |
| Entry - Callbacks |
Entry form for all service calls |
Callbacks |
| Entry- Account Info |
Entry of all contract and name information- must assign job
number |
Account Info. |
| Entry- Employee Record |
Entry for employee information |
Tech Info |
| Entry - Vendor Information |
Entry for vendor information- Vendor number auto assigned |
Vendors |
| Entry- Invoice |
Enter markups- print invoices from module |
PL/Invoicing/CE |
| Entry- Material Allocation |
Enter material allocated to job |
Inventory/Purch |
| Entry- Proposals |
Entry form for all quotes |
Repair Proposal |
| Entry-
Purchase |
Enter material purchased from vendors |
Inventory/Purch |
| Entry- Repairs |
Entry for all service orders |
Repair Orders |
| Entry- User Information |
Data for user including name, address, phone, etc., IDs auto
assigned |
User Info |
| Entry=
Master Parts |
Enter part names and numbers |
Inventory/Purch |
| Escalation Form |
Form to send to owner when contract is escalated |
Account Info. |
| Fax Numbers |
Listing of suppliers name and fax numbers |
Vendors |
| Freight & Tax Report |
Shows all freight and taxes charged |
Inventory/Purch |
| Hourly Rate |
Listing of names and hourly rates for all employees |
Tech Info |
| Information Form for Prn |
Info form to print and distribute to others |
Account Info. |
| Inventory Balance per Part |
Shows balance in inventory by part number |
Inventory/Purch |
| Inventory List- All |
Shows balance in inventory for all parts |
Inventory/Purch |
| Inventory Summary |
Shows total inventory allocated and purchased |
Inventory/Purch |
| Inventory Summary- by month |
Shows total inventory allocated and purchased summarized by
month |
Inventory/Purch |
| Inventory Summary-per job |
Shows inventory allocated and purchased by job number |
Inventory/Purch |
| Invoice- Callbacks |
Form for callback invoicing |
PL/Invoicing/CE |
| Invoice Description all Jobs |
Detail description of all invoices written |
PL/Invoicing/CE |
| Invoice List |
List of all invoices written |
PL/Invoicing/CE |
| Invoice- Monthly Service |
Form for month service invoicing |
PL/Invoicing/CE |
| Invoice- Repair no Bdown |
Form for repairs with a
lump sum invoicing |
PL/Invoicing/CE |
| Invoice- Repair w L&M
Bdown |
Form for repairs with
labor and material breakdown invoicing |
PL/Invoicing/CE |
| Job List |
List of all jobs with job numbers, customer, act rep and
technician assigned |
PL/Invoicing/CE |
| Job Number List |
Listing of account names and job numbers |
Account Info. |
| P&L by Job |
Summary of P&L broken down by job |
PL/Invoicing/CE |
| P&L by Month |
Summary of P&L broken down by month |
PL/Invoicing/CE |
| P&L by Months Serv Con |
Summary of P&L for service contract billing only broken
down by month |
PL/Invoicing/CE |
| P&L by Months/Job |
Summary of P&L for a job broken down by each month |
PL/Invoicing/CE |
| P&L by Service Type |
Summary of P&L for invoices broken down by type i.e.
callback type or monthly service |
PL/Invoicing/CE |
| P&L per Ticket |
Lists each ticket number with costs and revenues |
PL/Invoicing/CE |
| Parts List |
Listing of all part names and numbers |
Inventory/Purch |
| PL w/Cost- Job/month |
Lists all P&Summarized by job and broken down by month |
PL/Invoicing/CE |
| PM Mailing Labels- small |
Mailing labels |
Account Info. |
| Product List |
Report listing all supplier product information |
Vendors |
| Proposal Form- Customer |
Proposal form to printed and sent to customer |
Repair Proposal |
| Proposal Form Customer - ML |
Proposal for to customer with breakdown for material and labor
shown |
Repair Proposal |
| Proposal Form Letter (F) |
Cover letter to send with proposal form - female |
Repair Proposal |
| Proposal Form Letter (M) |
Cover letter to send with proposal form - male |
Repair Proposal |
| Proposal Log per Job |
Log for all proposal written, listing labor and material costs
and profits and price by job |
Repair Proposal |
| Proposal Log Total |
Summary of all proposals written broken down by month |
Repair Proposal |
| Proposal Summary |
Summary of all quotes broken down by month with labor,
material costs & quoted price plus profit per. |
Repair Proposal |
| Proposals and Orders |
Lists all proposals with quote numbers and if they are orders
and prices |
Repair Orders |
| Purchase Confirmation Report |
Confirmation of POs showing any balance due on material after
shipments |
Inventory/Purch |
| Purchase Detail |
Shows all purchases made |
Inventory/Purch |
| Purchase Order |
Pre designed Purchase Order form |
Inventory/Purch |
| Purchase per Job |
Shows detail of items purchased per job number |
Inventory/Purch |
| Purchase per Part# |
Shows detail of items purchased per part number |
Inventory/Purch |
| Purchase per PO# |
Shows detail of items purchased per purchase order number |
Inventory/Purch |
| Purchase per Vendor |
Shows detail of items purchased per vendor |
Inventory/Purch |
| Purchases by Month |
Purchases itemized by month |
Inventory/Purch |
| Repair Order $ Dollar Summary |
Summary of all orders with price and profit broken down by
month |
Repair Orders |
| Repair Order Form |
Repair order form for printing |
Repair Orders |
| Repair Order Log (all) |
Log of all repair orders written |
Repair Orders |
| Repair Order Rec. (by job) |
Log of all repair orders received broken down by job |
Repair Orders |
| Repair Order Rec. (by sales
rep) |
Log of all repair orders received broken down by sales rep |
Repair Orders |
| Repair Proposal List(all) |
Log for all proposal written, listing quote num, customer, and
quoted price |
Repair Proposal |
| RFP |
Form to request
proposal for pricing from vendors |
Repair Proposal |
| Selected Client List |
Selected list of clients |
Account Info. |
| Service Time Card Entry |
Lists every dollar expended on service operations |
PL/Invoicing/CE |
| Summary - Month Totals |
Summarizes purchase total by month |
Inventory/Purch |
| Summary - Total Costs by
Month |
Summary of costs broken down by months |
PL/Invoicing/CE |
| Summary- Job Totals |
Shows totals dollars purchased broken down by job numbers |
Inventory/Purch |
| Tech Assignment List |
Job names and number with tech name and emp numbers and job
title |
Account Info. |
| Tech Assignment Schedule |
All job assignments per Tech with total hours shown |
Account Info. |
| Tech Form |
Info form to print and distribute to service technicians |
Account Info. |
| Tech Numbers& Billing Rates |
Listing of technicians emp nos, phone nos, rates, and job
titles |
Account Info. |
| Technician Account Assignment
List |
Job names and numbers, tech name and emp numbers, labor rate,
est. hours, est. cost, & month billing |
Callbacks |
| Technician Names |
Tech names, pager numbers, emp numbers, job titles, and base
pay rates |
Callbacks |
| Technician Report- weekly |
All callbacks in detail by technician broken down by week
number |
Callbacks |
| Technician Report- Yearly |
All callbacks in detail by technician broken down by Month of
year |
Callbacks |
| Total Billing Report |
Shows no of units, contract price, and expiration date along
with job name , number & customer name |
Account Info. |
| Total Costs per Job/Month |
Summary of cost per job broken down by months |
PL/Invoicing/CE |
| Total Labor Costs per Week |
breakdown of hours and dollars spent at a job broken down by
week number |
PL/Invoicing/CE |
| Unpaid Invoices |
tracks all invoices written listing all information about
invoices |
PL/Invoicing/CE |
| Vendor List |
listing of all suppliers |
Inventory/Purch |
| Warranty Escalation Report |
shows number, unit
type, contract term, expiration date for jobs under warranty |
Account Info. |
| Worksheet |
listing of names and all phone numbers is WS format |
Tech Info |
| Worksheet- Quick Data Change |
quick data change worksheet |
Account Info. |
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