Trade Reporting
Currently the only way to identify a Contact or Job with the a specific trade is to use "Tags". Ex. Roof Inspection, Roof Replacement, Roof Repair. We want to be able to track our sales data between the different trades (Gutter, Roofing,Siding) but also between replacement and repair service lines of business. These are normally two different sales process with sales numbers we would like tracked similarly to how easy it is to know the revenue and gross margin differences between Commercial and Retail job types.
The Legacy reporting system has the option to add tags to custom reports but is limited only to the "Date Created" for the Contact or Job which limits the accuracy of the reporting if we want to get a better understanding of revenue over the course of months and year.
Matt Tomczak
shared this idea
This has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.