The export feature for the Customer and Job List has been enhanced to include all data fields. This will allow you to easily run Customer Reports. For example:
Export Referral Sources to Excel and chart where your leads are coming from to focus marketing efforts.
Export Location Zones to Excel and chart the locations of your Customers to maximize resources.
Run a Weekly or Monthly Job Report for a real time view into your business.
Filed under: Bella Features and Support Tagged: | Field Service Management, Field Service Software, Scheduling Software, Service Software, Web Based Software
