Action Reports
Action Reports
Contained within the reports included with your purchase, these Action Reports are the real solution solvers.
OrdByCust: OrdByCust groups every service order by customer name, showing total billed, total paid, and total due across any date range. Filter by advisor, status, or location to pinpoint where your money is and who needs follow-up. You'll know which accounts are overdue and which customers are paid in full without digging through individual tickets.
OrdLineDtl: OrdLineDtl shows the complete picture of every service orderâcustomer info, vehicle details, complaint description, advisor assigned, line-by-line labor and parts, pricing, discounts, tax, payment status, and whether each task is marked done. Filter by order number, customer name, status, or date range to instantly pull up any job and see exactly what's been completed and what's still open.
TopCust: TopCust ranks your top 10 customers by total revenue over any date range, showing order count, total spent, and average order size. You'll immediately see who deserves VIP treatment, targeted follow-up, or loyalty incentives. Stop guessing and start rewarding the customers who actually keep your doors open.
Common Questions
Q: Do I need Microsoft Access to use this database?
A: You can use Microsoft Access on Windows, or the free Microsoft Access Runtime.
Q: Is this a subscription?
A: No. One-time purchase with lifetime access.
Q: When do I get the download?
A: Immediately after PayPal completes your payment.
Q: Does it work on Windows 10 and 11?
A: Yes - compatible with Windows 10 and 11.
Q: How fast can I start using it?
A: Most people can be up and running the same day - download, open it, and start entering data.
Q: What if I'm not very technical?
A: It's designed for simple, day-to-day use with pre-built screens for easy data entry.