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Reports - Invoicing

📄️ OE-02 Dispatcher's Report

This is the summary of dispatched invoices in a route sheet style report that lists the deliveries and service calls for a day or range of dates with space for the delivery driver or technician to track their time in and time out along with a section for any monies received. In the routing screen, the print button prints a more detailed version of this report including the products being delivered and other job details which is generally preferred if you are looking for a report to give to each driver so they can both see the jobs they are doing and what each job entails.

📄️ OE-20 Technician Call Analysis

This report is used to analyze technicians’ calls.  I.E. It is used to compare technician completed and incomplete calls and service time.  You must be using the NARDA codes (lack part, call back, customer not home, etc.) field on labor lines.  These codes are used to break down the reason for incomplete calls and multiple trips.  In cases such as lack part or not home, it is critical that a zero dollar labor line be added to the invoice with the appropriate NARDA code for EPASS to accumulate correctly.

📄️ OE-21 Technician Performance Analysis

This report is used to analyze technicians’ calls, it is a summarized analysis per technician’s productivity using the NARDA codes (Lack Part, Call Back, Customer Not Home, etc.) field on the labor lines.  These codes are used to break down the reason for complete, incomplete calls.  In cases such as lack part or not home, it is critical that a zero-dollar labor line be added to the invoice with the appropriate NARDA code for EPASS to accumulate trips and time correctly.

📄️ OE-43 Rebates

This report is designed to submit rebate claims. It not only includes the product details but also has the customer details required by most manufacturers. It includes a batch print option in case you need to print copies of the invoices and an option to accept the report so EPASS tracks that the rebates have been submitted. This will stop you from submitting the same invoice twice plus has an option to print invoices previously submitted. This is connected to an option in invoice detail on the misc. rebate line where you can mark that the rebate credit has been received.