To ensure a smooth transition into the Evolution Platform on your go-live day, we recommend downloading and print out the following reports:
The Latest Service Reports for Each Job: This report will help technicians reference previous work done when performing their tasks.
2 Weeks Worth of Upcoming Schedules for Each Technician: This report will provide technicians with a schedule reference.
Clients List: This report ensures all client information is easily accessible.
Stock List: This provides a view of current inventory levels.
Real Estate Client Relationship: Ensures all real estate client data is accessible.
Client Pricing: Ensure client pricing is accessible.
The following are some financial reports that might be helpful: