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Home Page |
Service
Support |
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NarCon Service Available Forms and Reports |
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| MOD# |
MODULE |
REP# |
REPORT NAME |
DESCRIPTION |
| 0 |
User Info |
|
Entry |
Data for user including name, address,
phone, etc., IDs auto assigned |
| 1 |
Account Info. |
|
Entry |
Entry of all contract and name
information- must assign job number |
| 1 |
Account Info. |
1 |
Job
Number List |
Listing of account names and job
numbers |
| 1 |
Account Info. |
2 |
Selected Client List |
selected list of clients |
| 1 |
Account Info. |
3 |
Client List |
Clients name and addresses in
horizontall form |
| 1 |
Account Info. |
4 |
Client List (Full) |
Clients name and addresses in vertical
form |
| 1 |
Account Info. |
5 |
PM Mailing Lables- small |
mailing lables |
| 1 |
Account Info. |
6 |
Tech Nunbers & Billing Rates |
listing of technicians emp nos, phone
nos, rates, and job titles |
| 1 |
Account Info. |
7 |
Tech Assignment List |
Job names and number with tech name
and emp numbers and job title |
| 1 |
Account Info. |
8 |
Total Billing Report |
shows no of units, contract price, and
expiration date along with job name,number, customer name |
| 1 |
Account Info. |
9 |
Information Form for Prn |
Info form to print and distribute to others |
| 1 |
Account Info. |
10 |
Tech Form |
Info form to print and distribute to
service technicians |
| 1 |
Account Info. |
11 |
Tech Assignment Schedul |
All job assigments per Tech with total
hours shown |
| 1 |
Account Info. |
12 |
Contract Esc. Report |
shows contract start, term and
escalation date |
| 1 |
Account Info. |
13 |
Escalation Form |
Form to send to owner when contract is
escalated |
| 1 |
Account Info. |
14 |
Warranty Escalation Report |
shows number, unit type, contract term, expiration date
for jobs under warranty |
| 1 |
Account Info. |
15 |
Customer Minor Repair Log |
Form to give to customer to fill in
when a small repair is req'd but not urgent |
| 1 |
Account Info. |
16 |
Worksheet- Quick Data Change |
quick data change worksheet |
| 2 |
Callbacks |
|
Technician Names |
tech names, pager numbers, emp
numbers, job titles, and base pay rates |
| 2 |
Callbacks |
1 |
Callback Entry Form |
Entry form for all service calls |
| 2 |
Callbacks |
2 |
Technician Account Asnt List |
Job names and numbers, tech name and
emp numbers, labor rate, est hours, est cost, & mth billing |
| 2 |
Callbacks |
3 |
Job List |
Account list showing job numbers |
| 2 |
Callbacks |
4 |
Callback Code |
report showing service calls under
various callback codes BCB, NBL.. |
| 2 |
Callbacks |
5 |
Callback Cost Report |
shows detail of all calls broken down
by month |
| 2 |
Callbacks |
6 |
Callback Report per Job- month |
shows detail of all calls broken down
by job |
| 2 |
Callbacks |
7 |
Callback Time Sheet |
List of ticket number and breakdown of
actual calls listing dates, codes, times and rates-costs |
| 2 |
Callbacks |
8 |
Call Back Detail Log (report-mth) |
Detai form for all callbacks for
reviewing by management or customer |
| 2 |
Callbacks |
9 |
Callback Summary all Jobs |
All callbacks summarized by month |
| 2 |
Callbacks |
10 |
Callback Summary by Tech |
All callbacks summarized by technician
a |
| 2 |
Callbacks |
11 |
Callback Ticket Numbers |
Listing of all calls by ticket number |
| 2 |
Callbacks |
12 |
Technician Report- weekly |
ll callbacks in detail by technician
broken down by week number |
| 2 |
Callbacks |
13 |
Technician Report- Yearly |
ll callbacks in detail by technician
broken down by Month of year |
| 2 |
Callbacks |
14 |
Customer Report |
Customer activity report to be given
to customer as needed |
| 2 |
Cbacks |
15 |
Technician Account Asnt Schedule |
All jobs and the technicians assigned
to them with the hours |
| 3 |
Inventory/Purch |
|
Master Parts Entry |
Enter part names and numbers |
| 3 |
Inventory/Purch |
|
Purchase Entry |
Enter material purchased from vendors |
| 3 |
Inventory/Purch |
|
Allocation Entry |
Enter material allocated to job |
| 3 |
Inventory/Purch |
1 |
Inventory List- All |
Shows balance in inventory for all
parts |
| 3 |
Inventory/Purch |
2 |
Parts List |
listing of all part names and numbers |
| 3 |
Inventory/Purch |
3 |
Inventory Balance per Part |
Shows balance in inventory by part
number |
| 3 |
Inventory/Purch |
4 |
Inventory Summary |
Shows total inventory allocated and
purchased |
| 3 |
Inventory/Purch |
5 |
Inventory Summary-per job |
Shows inventory allocated and
purchased by job number |
| 3 |
Inventory/Purch |
6 |
Inventory Summary- by month |
Shows total inventory allocated and
purchased summarized by month |
| 3 |
Inventory/Purch |
7 |
Job List |
Account list with contacts and phone
numbers |
| 3 |
Inventory/Purch |
8 |
Vendor List |
listing of all suppliers |
| 3 |
Inventory/Purch |
9 |
Purchase per Job |
shows detail of items purchased per
job number |
| 3 |
Inventory/Purch |
10 |
Purchases by Month |
purchases itemized by month |
| 3 |
Inventory/Purch |
11 |
Purchase per PO# |
shows detail of items purchased per
purchase order number |
| 3 |
Inventory/Purch |
12 |
Purchase per Part# |
shows detail of items purchased per
partr number |
| 3 |
Inventory/Purch |
13 |
Purchase per Vendor |
shows detail of items purchased per
vendor |
| 3 |
Inventory/Purch |
14 |
Purchase Detail |
shows all purchases made |
| 3 |
Inventory/Purch |
15 |
Summary- Job Totals |
shows totals dollars purchased broked
down by job numbers |
| 3 |
Inventory/Purch |
16 |
Summary - Month Totals |
summarizes purchase total by month |
| 3 |
Inventory/Purch |
17 |
Freight & Tax Report |
shows all freight and taxes charged |
| 3 |
Inventory/Purch |
18 |
Purchase Order |
predesigned Purchase Order form |
| 3 |
Inventory/Purch |
19 |
Purchase Confirmation Report |
Confirmation of POs showing any
balance due on material after shipments
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| 4 |
PL/Invoicing/CE |
|
Service Time Card Entry |
this lists every dollar expended on
service operations |
| 4 |
PL/Invoicing/CE |
|
Invoice Entry |
Enter markups- print invoices from
module |
| 4 |
PL/Invoicing/CE |
1 |
Total Labor Costs per Week |
Breakdown of hours and dollars spent
at a job broken down by week number |
| 4 |
PL/Invoicing/CE |
2 |
Total Costs per Job/Month |
summary of cost per job broken down by
months |
| 4 |
PL/Invoicing/CE |
3 |
Summary - Total Costs by Month |
summary of costs broken down by months |
| 4 |
PL/Invoicing/CE |
4 |
P&L per Ticket |
lists each ticket number with costs
and revenues |
| 4 |
PL/Invoicing/CE |
5 |
PL w/Cost- Job/month |
lists all P&Lsummarized by job and
broken down by month |
| 4 |
PL/Invoicing/CE |
6 |
P&L by Months Serv Con |
summary of P&L for service
contract billing only broken down by month |
| 4 |
PL/Invoicing/CE |
7 |
P&L by Service Type |
summary of P&L for invoices broken
down by type ie callback type or monthly service |
| 4 |
PL/Invoicing/CE |
8 |
P&L by Month |
summary of P&L broken down by
month |
| 4 |
PL/Invoicing/CE |
9 |
P&L by Job |
summary of P&L broken down by job |
| 4 |
PL/Invoicing/CE |
10 |
P&L by Months/Job |
summary of P&L for a job broken
down by each month |
| 4 |
PL/Invoicing/CE |
11 |
Unpaid Invoices |
tracks all invoices written listing
all information about invoices |
| 4 |
PL/Invoicing/CE |
12 |
Invoice List |
List of all invoices written |
| 4 |
PL/Invoicing/CE |
13 |
Job
List |
List of all jobs with job numbers,
customer, act rep and technician assigned |
| 4 |
PL/Invoicing/CE |
14 |
Invoice- Callbacks |
Form for callback invoicing |
| 4 |
PL/Invoicing/CE |
15 |
Invoice- Monthly Service |
Form for month service invoicing |
| 4 |
PL/Invoicing/CE |
16 |
Invoice- Repair no Bdown |
Form for repairs with a lump sum invoicing |
| 4 |
PL/Invoicing/CE |
17 |
Invoice- Repair w L&M Bdown |
Form for repairs with labor and material breakdwown
invoicing |
| 4 |
PL/Invoicing/CE |
19 |
30 day Reminder Letter (mr) |
overdue notice to customer after 30
days- male |
| 4 |
PL/Invoicing/CE |
20 |
30 day Reminder Letter (ms) |
overdue notice to customer after 30
days- female |
| 4 |
PL/Invoicing/CE |
21 |
Invoice Description all Jobs |
Detail description of all invoices
written |
| 4 |
PL/Invoicing/CE |
22 |
CH1- P&L Summary |
CHART- of cost, revenues and profti
(loss) for the year by month |
| 4 |
PL/Invoicing/CE |
23 |
CH2- Total Labor Costs |
CHART-
total labor costs for the year by month |
| 4 |
PL/Invoicing/CE |
24 |
CH3- Total Labor Hours |
CHART-
total labor hours expended for the year by month |
| 4 |
PL/Invoicing/CE |
25 |
CH4-
Total Material Costs |
CHART-
total material costs expended for the year by month |
| 5 |
Repair Orders |
|
Order Entry |
Entry for all service orders |
| 5 |
Repair Orders |
1 |
Repair Order Log (all) |
log of all repair orders written |
| 5 |
Repair Orders |
2 |
Job List |
listing of all jobs |
| 5 |
Repair Orders |
3 |
Vendor List |
listing of all suppliers |
| 5 |
Repair Orders |
4 |
Proposals and Orders |
lists all proposals with quote numbers
and if they are orders and prices |
| 5 |
Repair Orders |
5 |
Repair Order Rec. (by job) |
log of all repair orders received
broken down by job |
| 5 |
Repair Orders |
6 |
Repair Order Rec. (by sales rep) |
log of all repair orders received
broken down by sales rep |
| 5 |
Repair Orders |
7 |
Repair Order $ Dollar Summary |
summary of all orders with price and
profit broken down by month |
| 5 |
Repair Orders |
8 |
Repair Order Form |
repair order form for printing |
| 5 |
Repair Orders |
9 |
CH1- Order Dollars (tot) |
CHART-
with total orders dollars by month |
| 5 |
Repair Orders |
10 |
CH2- No. of Orders (tot) |
CHART-
with total number of orders written by month |
| 5 |
Repair Orders |
11 |
CH3- No. of Orders (per job) |
CHART-
with number of orders per job written by month |
| 6 |
Repair Proposal |
|
Quote Entry Form |
Entry form for all quotes |
| 6 |
Repair Proposal |
2 |
Repair Proposal List(all) |
log for all proposal written, listing
quote num, customer, and quoted price |
| 6 |
Repair Proposal |
3 |
Proposal Log per Job |
log for all proposal written, listing
labor and material costs and profits and price by job |
| 6 |
Repair Proposal |
4 |
Proposal Log Total |
summary of all proposals written
broken down by month |
| 6 |
Repair Proposal |
5 |
CH1- Dollars Total |
CHART- showing to dollars
proposed
|
| 6 |
Repair Proposal |
5 |
CH2- Dollars per Job |
CHART- showing to dollars per job
proposed
|
| 6 |
Repair Proposal |
5 |
CH3- Dollars per Job |
CHART- showing totals proposed
|
| 6 |
Repair Proposal |
5 |
CH4- per Job |
CHART- showing quotes for a job
proposed
|
| 6 |
Repair Proposal |
6 |
Proposal Form- Customer |
proposal form to printed and sent to
customer |
| 6 |
Repair Proposal |
7 |
Proposal Summary |
summary of all quotes broken down by
month with labor, material costs and quoted price plus profit percentages |
| 6 |
Repair Proposal |
8 |
RFP |
Form to request for proposal for
pricing from vendors |
| 6 |
Repair Proposal |
9 |
Proposal Form Letter (M) |
Cover letter to send with proposal
form - male |
| 6 |
Repair Proposal |
10 |
Proposal Form Letter (F) |
Cover letter to send with proposal
form - female |
| 6 |
Repair Proposal |
11 |
Vendor List |
listing of all suppliers |
| 6 |
Repair Proposal |
12 |
Job List |
listing of all jobs |
| 6 |
Repair Proposal |
13 |
Proposal Form Customer - ML Shown |
proposal for to customer with
breakdown for material and labor shown |
| 7 |
Tech Info |
|
Employee Record Entry |
Entry for employee information |
| 7 |
Tech Info |
1 |
Employee Phone List |
Listing of all employee phone numbers
including page and cell phone |
| 7 |
Tech Info |
2 |
Worksheet |
listing of names and all phone numbers
is WS format |
| 7 |
Tech Info |
3 |
Hourly Rate |
listing of names and hourly rates for
all employees |
| 7 |
Tech Info |
4 |
Address List |
listing of names and home addresses
and phones for employees |
| 8 |
Vendors |
|
Entry Form |
Entry for vendor information- Vendor
number auto assigned |
| 8 |
Vendors |
1 |
Address List |
listing of suppliers information along
with product type |
| 8 |
Vendors |
2 |
Product List |
report listing all supplier product
information |
| 8 |
Vendors |
3 |
Fax Numbers |
listing of suppliers name and fax
numbers |
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