{"id":1291,"date":"2025-07-10T14:25:53","date_gmt":"2025-07-10T14:25:53","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&#038;p=1291"},"modified":"2025-07-10T14:25:54","modified_gmt":"2025-07-10T14:25:54","password":"","slug":"account-reports-and-analytics","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=account-reports-and-analytics","title":{"rendered":"Account Reports and Analytics"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>Customer Reports<\/strong><\/h3>\n\n\n\n<p><strong>Account Management<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Customer list by value<\/li><li>Service history summary<\/li><li>Contact update needed<\/li><li>Anniversary reports<\/li><li>Growth opportunities<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Asset Reports<\/strong><\/h3>\n\n\n\n<p><strong>Equipment Management<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Assets by age<\/li><li>Warranty expirations<\/li><li>Service due<\/li><li>Efficiency trends<\/li><li>Replacement candidates<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Service Plan Reports<\/strong><\/h3>\n\n\n\n<p><strong>Contract Management<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Active contracts<\/li><li>Renewal pipeline<\/li><li>Revenue by plan<\/li><li>Completion rates<\/li><li>Profitability analysis<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Next Steps<\/strong><\/h2>\n\n\n\n<p>With customers configured:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Create Jobs<\/strong> &#8211; Start scheduling service<\/li><li><strong>Assign Engineers<\/strong> &#8211; Match skills to needs<\/li><li><strong>Generate Invoices<\/strong> &#8211; Bill for services<\/li><li><strong>Track Performance<\/strong> &#8211; Monitor satisfaction<\/li><li><strong>Build Relationships<\/strong> &#8211; Grow the business<\/li><\/ol>\n\n\n\n<p>Comprehensive customer management creates the foundation for exceptional service delivery, customer retention, and business growth through organized data and proactive service planning.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Customer Reports Account Management Customer list by value Service history summary Contact update needed Anniversary reports Growth opportunities Asset Reports Equipment Management Assets by age Warranty expirations Service due Efficiency trends Replacement candidates Service Plan Reports Contract Management Active contracts Renewal pipeline Revenue by plan Completion rates Profitability analysis Next Steps With customers configured: Create&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[14],"doc_tag":[],"class_list":["post-1291","docs","type-docs","status-publish","hentry","doc_category-account-management"],"year_month":"2026-05","word_count":90,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Account Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=account-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1291","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1291"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1291\/revisions"}],"predecessor-version":[{"id":1292,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1291\/revisions\/1292"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1291"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1291"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1291"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}