Action Reports
Action Reports
Contained within the reports included with your purchase, these Action Reports are the real solution solvers.
UnpaidAppt: The UnpaidAppt report pulls every appointment that still has an outstanding balance, filtered by date, customer, or status so you can act immediately. See the customer name, phone, email, location, payment method, and travel fee all on one screen. Stop losing money to forgotten invoices and follow up the same day a job closes.
PkgSales: The PkgSales report ranks every service package by total revenue, showing quantity sold, average price, discounts given, and total minutes worked. You will instantly see which packages are your best earners and which ones are eating your time for little return. Use this data to raise prices where the market supports it and cut what is not working.
CustRevenue: The CustRevenue report ranks every customer by total dollars spent across all appointments, broken down by service subtotal, tax, and discounts. Filter by customer type, state, or active status to find your most loyal clients and target them with a call or follow-up offer. Stop treating every customer the same when your top ten are worth ten times the rest.
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.