are only available in the Full version.
Assemblies
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List Of Reports
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are only available in the Full version.
| Detailed Assembly List
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| This report list all the assemblies you have created. It includes all the items that make up each assembly.
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| F Detailed Super Assembly List
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| This report list all the super assemblies you have created. It includes all the assemblies that make up each super assembly.
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| F Detailed Change Order Grouped By Category With Item Prices
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| This report shows items grouped by category (labor, materials etc.) and shows individual item prices. Because this report shows individual item prices, you cannot customize it by hiding items.
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| F Detailed Change Order Grouped By Category Without Item Prices
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| This report shows items grouped by category (labor, materials etc.) without item prices.. You can choose which items you want to print by clicking the Customize button.
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| F Detailed Change Order Grouped By Task With Item Prices
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| This report shows items grouped by task and shows individual item prices. Because this report shows individual item prices, you cannot customize it by hiding items.
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| F Detailed Change Order Grouped By Task Without Item Prices
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| This report shows items grouped by task without item prices.. You can choose which items you want to print by clicking the Customize button.
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| F Detailed Change Order Not Grouped With Item Prices
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| This report shows items in one list without any grouping and shows individual item prices. Because this report shows individual item prices, you cannot customize it by hiding items.
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| F Detailed Change Order Not Grouped Without Item Prices
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| This report shows items in one list without any grouping and without any item prices. You can choose which items you want to print by clicking the Customize button.
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| Detailed Estimate Grouped By Category With Item Prices
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| This report shows items grouped by category (labor, materials etc.) and shows individual item prices. Because this report shows individual item prices, you cannot customize it by hiding items.
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| Detailed Estimate Grouped By Category Without Item Prices
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| This report shows items grouped by category (labor, materials etc.) and without any item prices. You can choose which items you want to print by clicking the Customize button.
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| Summarized Estimate Grouped By Category
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| This report shows subtotals for each category (labor, materials etc.) but individual items are not shown. Because this report does not show any items, you cannot customize it by hiding items.
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| Detailed Estimate Grouped By Task With Item Prices
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| This report shows items grouped by task and shows individual item prices. If you have not used tasks in your estimate then there will be only one group. Because this report shows individual item prices, you cannot customize it by hiding items.
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| Detailed Estimate Grouped By Task Without Item Prices
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| This report shows items grouped by task and without any item prices. If you have not used tasks in your estimate then there will be only one group. You can choose which items you want to print by clicking the Customize button.
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| Summarized Estimate Grouped By Task
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| This report shows subtotals for each task but individual items are not shown. If you have not used tasks in your estimate then there will be only one group and one subtotal shown. Because this report does not show any items, you cannot customize it by hiding items.
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| Detailed Estimate Grouped By Item Group With Item Prices
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| This report shows items grouped by Cost Book Group and shows individual item prices. If you have not used Cost Book Groups, then there will only be one group. Because this report shows individual item prices, you cannot customize it by hiding items.
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| Detailed Estimate Grouped By Item Group Without Item Prices
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| This report shows items grouped by Cost Book Group without item prices. If you have not used Cost Book Groups, then there will only be one group. You can choose which items you want to print by clicking the Customize button.
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| Summarized Estimate Grouped By Item Group
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| This report shows subtotals for each item group but individual items are not shown. If you have not grouped your cost book items then there will be only one group and one subtotal shown. Because this report does not show any items, you cannot customize it by hiding items.
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| Detailed Estimate Not Grouped With Item Prices
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| This report shows items in one list without any grouping and shows individual item prices. Because this report shows individual item prices, you cannot customize it by hiding items.
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| Detailed Estimate Not Grouped Without Item Prices
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| This report shows items in one list without any grouping and without any item prices. You can choose which items you want to print by clicking the Customize button.
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| Detailed Estimate Grouped By Task Without Totals
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| This report shows items grouped by task and with any item prices but without any totals. If you have not used tasks in your estimate then there will be only one group. This is suitable for giving a customer a rate quote for repeating work. Because this report shows individual item prices, you cannot customize it by hiding items.
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| Introduction and Totals Only
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| This layout shows the introduction, estimate taxes and totals, warranty, legal notice if used, agreement and signature lines. No line items from the estimate are shown. This is perfect for users who want to describe what they propose to do and what is included, in the introduction. This is almost like creating a custom layout.
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| Detailed Estimate Grouped By Assembly With Item Prices
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| This layout shows all items grouped by Assemblies with item prices, subtotals and Assembly unit prices. This layout is only suitable if the entire estimate is made up of assemblies. If there are items in the estimate which are not part of an assembly, they will be grouped together at the beginning. Because this report shows individual item prices, you cannot customize it by hiding items.
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| Detailed Estimate Grouped By Assembly Without Item Prices
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| This layout shows all items grouped by Assemblies without item prices, subtotals or Assembly unit prices. This layout is only suitable if the entire estimate is made up of assemblies. If there are items in the estimate which are not part of an assembly, they will be grouped together at the beginning. You can choose which items you want to print by clicking the Customize button.
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| F Detailed Invoice Grouped By Category With Item Prices
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| This report shows items grouped by category (labor, materials etc.) and shows individual item prices. Because this report shows individual item prices, you cannot customize it by hiding items.
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| F Detailed Invoice Grouped By Category Without Item Prices
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| This report shows items grouped by category (labor, materials etc.) and without any item prices. You can choose which items you want to print by clicking the Customize button.
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| F Detailed Invoice Grouped By Task With Item Prices
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| This report shows items grouped by task and shows individual item prices. If you have not used tasks in your estimate then there will be only one group. Because this report shows individual item prices, you cannot customize it by hiding items.
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| F Detailed Invoice Grouped By Task Without Item Prices
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| This report shows items grouped by task and without any item prices. If you have not used tasks in your estimate then there will be only one group. You can choose which items you want to print by clicking the Customize button.
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| F Summarized Invoice
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| This report shows subtotals for each task but individual items are not shown. If you have not used tasks in your estimate then there will be only one group and one subtotal shown. Because this report does not show any items, you cannot customize it by hiding items.
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| Customer List With No Grouping
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| This report lists Customers together without any grouping. If you click "Select All" you can then check the Date Range box and select a start and end date to just show customers that were entered between those dates.
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| Customer List Grouped By Month
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| This report lists Customers Grouped By Month. If you click "Select All" you can then check the Date Range box and select a start and end date to just show customers that were entered between those dates.
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| Customer List Grouped By City
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| This report lists Customers Grouped By City. If you click "Select All" you can then check the Date Range box and select a start and end date to just show customers that were entered between those dates.
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| Customer List Grouped By Customer Type
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| This report lists Customers Grouped By Customer Type. If you click "Select All" you can then check the Date Range box and select a start and end date to just show customers that were entered between those dates.
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| Customer List Grouped By Lead Source
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| This report lists Customers Grouped By Lead Source. If you click "Select All" you can then check the Date Range box and select a start and end date to just show customers that were entered between those dates.
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| Customers Flagged For Follow Up (Ignores Selections Above)
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| This report lists all customers you have flagged for follow-up. If you click "Select All" you can then check the Date Range box and select a start and end date to just show flagged customers that were entered between those dates.
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| Customer Mailing Labels (Avery 8920, 30 per sheet)
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| This report allows you to print Mailing Labels for the selected customers (Avery 8920, 30 per sheet). You will have the option to select the starting label.
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| F Customer Statement (Built-in Invoicing Only)
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| This report shows a customer statement for the selected customer. This applies to the built-in invoicing only.
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| Employee Contact List
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| This report shows employee name, phone numbers and email address.
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| Employee Details
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| This report shows a detailed list of your employees.
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| Accepted Estimates Grouped By Month
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| This report shows accepted estimates grouped by month. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Accepted Estimates Grouped By Project Type
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| This report shows accepted estimates grouped by the project type. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Accepted Estimates Grouped By Estimator
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| This report shows accepted estimates grouped by the estimator. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Accepted Estimates Grouped By City
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| This report shows accepted estimates grouped by the city. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Declined / Pending Estimates Grouped By Month
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| This report shows declined / pending estimates grouped by month. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Declined / Pending Estimates Grouped By Project Type
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| This report shows declined / pending estimates grouped by project type. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Declined / Pending Estimates Grouped By Estimator
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| This report shows declined / pending estimates grouped by estimator. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Declined / Pending Estimates Grouped By City
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| This report shows declined / pending estimates grouped by city. You can check the Date Range box and select a start and end date to just show estimates between those dates.
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| Job Tracking Details Grouped By Category
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| This report shows complete job tracking details grouped by category for each estimate. The estimated quantity, actual quantity, estimated cost, actual cost and cost difference will be shown
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| Job Tracking Details Grouped By Category (Quantities Only)
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| This report shows complete job tracking details grouped by category for each estimate. Only the estimated quantity, actual quantity and quantity difference will be shown. No costs are shown.
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| Job Tracking Details Grouped By Task
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| This report shows complete job tracking details grouped by task for each estimate. The estimated quantity, actual quantity, estimated cost, actual cost and cost difference will be shown
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| Job Tracking Details Grouped By Task (Quantities Only)
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| This report shows complete job tracking details grouped by task for each estimate. Only the estimated quantity, actual quantity and quantity difference will be shown. No costs are shown.
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| Job Tracking Analysis Grouped By Estimator
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| This report shows job tracking analysis information grouped by estimator. A summary of each estimate with the estimated cost, actual cost, cost difference, revenue and profit/loss will be shown. You can check the Date Range box and select a start and end date to just show information between those dates.
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| Job Tracking Analysis Grouped By Customer Type
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| This report shows job tracking analysis information grouped by customer type. A summary of each estimate with the estimated cost, actual cost, cost difference, revenue and profit/loss will be shown. You can check the Date Range box and select a start and end date to just show information between those dates.
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| Job Tracking Analysis Grouped By Project Type
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| This report shows job tracking analysis information grouped by project type. A summary of each estimate with the estimated cost, actual cost, cost difference, revenue and profit/loss will be shown. You can check the Date Range box and select a start and end date to just show information between those dates.
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| Job Tracking Analysis Grouped By City
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| This report shows job tracking analysis information grouped by city. A summary of each estimate with the estimated cost, actual cost, cost difference, revenue and profit/loss will be shown. You can check the Date Range box and select a start and end date to just show information between those dates.
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| Job Tracking Analysis Grouped By Lead Source
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| This report shows job tracking analysis information grouped by month. A summary of each estimate with the estimated cost, actual cost, cost difference, revenue and profit/loss will be shown. You can check the Date Range box and select a start and end date to just show information between those dates.
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| Complete Cost Book Grouped By Category
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| This report shows all cost book items grouped by category.
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| Complete Cost Book Grouped By Category With Images
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| This report shows all cost book items grouped by category. If you have entered images for any items these will also be shown.
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| Complete Cost Book Grouped By Cost Book Group
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| This report shows all cost book items grouped by cost book group.
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| Material Cost Book
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| This report shows all materials category items from the cost book.
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| Material Cost Book With Images
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| This report shows all materials category items from the cost book. If you have entered images for any items these will also be shown.
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| Labor Cost Book
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| This report shows all labor category items from the cost book.
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| Subcontract Cost Book
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| This report shows all subcontract category items from the cost book.
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