Sales Management

Below is a listing of all Sales Management Reports currently available.  Follow the Report Name link below for a definition of the report. Prospect Notes Salesperson Profitability*

The Prospect Notes Report is designed to print a listing of Ticket (Service or Inspection) and/or Job scheduled appointments for Technicians and/or Installers.  This report may be generated for a single date or a date range. Once the desired option...

This report will only work with SedonaOffice customers who are using WeEstimate software.  The person generating this report does not need to have the WeEstimate application installed on their workstation. The report uses some information...