The Jobs Completed report gives a quick summary of your business activity for the week. The display of invoiced versus non-invoiced value can be used to determine how quickly you're invoicing your clients. The quicker you can generate and send invoices, the quicker you'll get paid.
How to interpret the Jobs Completed report
As you can see in the image below, the Jobs Completed report displays the following information:
- Number of jobs Completed: this is the number of jobs where the job status changed to "Completed" since the last time the report was generated.
- Value of jobs Completed: the total sales value of all the Completed jobs.
- Invoiced: the total invoiced value of Completed jobs which have had an invoice sent to the client (either by SMS, e-mail, or InstantPost).
- Not Invoiced: the total value of Completed jobs which have not had an invoice sent to the client (either by SMS, e-mail, or InstantPost).
How to activate the Jobs Completed report
To activate the report, go to Settings > ServiceM8 Add-ons, and activate the Weekly Jobs Completed Report Add-on. Note that the report won't post to your Activity Feed until the day and time configured in its Settings (see below).
Settings available for Jobs Completed report
The Jobs Completed report has configurable settings around when the report will be posted to your Activity Feed, and which staff roles within your account will be able to view it. This is configurable in Settings > Preferences > Reports > Weekly Jobs Completed Report.
Note that changing these settings only affects reports generated after the setting is changed.