Clients & Jobs (Projects)

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

The Job List report provides a summary of projects, including key project information such as client, project description, status, owners, office, dates and financial details. Filter and group projects in a variety of ways to produce project registers, review active or completed work, and export project information for reporting or analysis.

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

The Current Client Contacts report gives a list of all contacts associated with clients. The report shows only current contacts...

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