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Clients & Jobs (Projects)

  • Client Details Listing Report

    The Client Details Listing report option gives detailed information on the client with respect to identification details, invoice defaults, branches,...
  • Job List Report

    The Job List report gives a list of jobs (projects) with relevant essential information regarding each job. It’s a handy...
  • New Clients Between Dates Report

    The New Clients Between Dates report gives a simple list of jobs (projects) created between two dates, optionally filtered and/or...
  • Current Client Contacts Report

    The Current Client Contacts report gives a list of all contacts associated with clients. The report shows only current contacts...
  • Current Jobs and Tasks Report

    The Jobs and Tasks report gives a list of jobs with associated tasks, estimated time and fees. Formerly only available...
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