How to use Active Job Communication Report

This report gives a printable overview of all jobs scheduled for a selected date, including contact info, frequency, service type, and notes.

1. Access Report

• Go to Reports

• Select Active Job Communication

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2. Filter for Date

• Choose the day you want to review

  • Example: “Tomorrow” or a past date (e.g., Tuesday)

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3. View Details Provided

• Customer list for that day

• Phone numbers

• Email addresses

• Time slots

• Job frequency

• Service type

• Scheduling notes or internal notes

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4. Use Case

• Ideal for schedulers who like printed copies

• Can be printed and kept on a desk for:

  • Confirming schedule updates

  • Making note changes

  • Managing customer requests during scheduling

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5. Reporting Insights

• Displays job counts and statuses:

  • Total scheduled jobs

  • Signed/completed

  • Cancelled

  • Lockouts

• Past dates can be pulled to review historical completion/cancellation data

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Notes

• This report allows office staff to track and manage the day’s workload on paper while reviewing job progress and communication needs.