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Customer Recommendations Report

The Customer Recommendations Report (its heading reads CUSTOMER RECOMMENDATION REPORT (FINALIZED INVOICES)) lists every service recommended to a customer on the finalized invoices in a date range, one line per recommendation, with the invoice, the customer, the recommended service and its price, and the customer's e-mail, mobile, plate and vehicle so the shop can follow up. Recommendations are the items the technician marked as suggested or required on the inspection or wrote into the recommended services of the invoice. Use it to work the list of customers to call back for declined or deferred work, to see how much recommended work is waiting to be sold, and to print a call sheet with space to note the result of each call.

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How do I run the Customer Recommendations Report? #

  1. From the Home Screen, click Reports → Management & Operational Reports → Customer Recommendations Report.
  2. Click the From : … To : … date box and pick the first and last finalized date to include; the report reloads as soon as a range is chosen. It opens on the current month, from the 1st to today. The × clears the dates.
  3. To see one customer, type the name into Customer Name and pick it from the suggestions; the report reloads at once.
  4. Click Search to load the list, or Show All to keep the dates and clear the name.
  5. Click any column heading to sort by it; click it again to reverse the order. The list opens sorted by customer name. Total: above the table is the number of recommendations, and long lists are split into pages with page links under the table.
  6. Click Download to export the list to a spreadsheet file, or Print for the call sheet PDF in a new tab; your store may ask for the report download permission password first. Both buttons appear only when the list has rows.

How do I work the call-back list? #

  1. From the Home Screen, click Reports → Management & Operational Reports → Customer Recommendations Report, set the dates to last month and click Search.
  2. Click Print. The call sheet opens in a new tab with a block for each customer; print it for the counter.
  3. Call each customer from the RES. TEL: number on the block, offer the recommended services listed with their prices, and write the date and outcome in DATE CONTACTED CUSTOMER: and RESULTS:.
  4. PRICE: in the foot row of the screen is the value of recommended work on the page; the total across all pages is what is waiting to be sold.
Customer Recommendations Report with filters and results
Customer Recommendations Report with filters and results
About this screen

Each line shows the INVOICE NO., the FINALIZED DATE, the CUSTOMER NAME, the RECOMMENDED SERVICE as written on the invoice, its PRICE, the customer's EMAIL ADDRESS, MOBILE and LICENSE PLATE NO., and the vehicle's YEAR, MAKE, MODEL, ENGINE SIZE and ODOMETER READING at the visit. Only finalized invoices count; drafts, voided and deleted invoices are left out. The foot row repeats the headings and shows PRICE: with the recommended work on the page added up. The printed copy is laid out as a call sheet, one block per customer with the phone numbers, the vehicle, the invoice, each recommendation with its price, and blank lines for DATE CONTACTED CUSTOMER: and RESULTS:.

The Add To Favorites switch beside the heading saves the report under Favorites on the Reports page. Opening this report may ask for a permission password in stores that protect it. Which reports you see depends on your admin group permissions.

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