Table of Contents
Below are recommended lists that should be created, saved, and shared with your Account Manager related user roles.
Any of these lists can be customized with additional filters to focus your list on specific branches, divisions, sales reps, account managers, and more!
Use the key below to understand the actions available when building your list.
My Open Tasks
This list shows all of your tasks that have not been completed. It's recommended to display and sort the information in the activities module by due date.
My Open Issues
This list shows all of your issues that have not been completed. It's recommended to display and sort by Due Date.
My Active Opportunities
This list is used to view all opportunities that have been won and are still in production. It's recommended to display Estimated GM% and Actual GM%, P&L Report, SA Date, SA Score, and other relative fields to review your active opportunities.
My Work Order Pipeline
This list is used to view all work order opportunities that have not been won or lost. It's recommended to group by Status Name and display Last Activity, Next Activity, Proposed Date, New Task, New Email, and any other relative fields to help optimize pipeline management.
This list is used to view all your active contacts. It's recommended to display New Task, New Appointment, and New Email to quickly create activities for your customers. It's recommended to group this list by Contact Type.
These lists can be used for bulk email campaigns, managing new leads, and general CRM.
This list is used to view all your active properties. Also, this list can be used to manage new leads and assist with general CRM.
It's recommended to display New Task, New Appt, New Email, and New Issue to quickly create activities for your properties. Site Audit Date (SA Date) and Site Audit Score (SA Score) can also be displayed to better understand the current state of your properties.
It's recommended that this list is grouped by Property Status.
My Open and Scheduled Work Tickets-Through This Week
This list is used to search the Anticipated Start Date of open work tickets and the Scheduled Date of scheduled work tickets.
It's recommended that this list is displayed with GM%, hours variance (Bud Var), and other key fields for quick reporting as well as grouping the list by status.
My Pending Approval Work Tickets
This list is used to review your work tickets that are pending approval. Pending Approval means the work is complete but needs approval before the invoice is created.
It's recommended to display GM%, Bud Var (Budget Variance), Completed Date, Materials Est., Materials Act., and other key fields for quick reporting.
My Aging A/R
Use this list in the A/R Aging List report to manage aging invoices where you are listed as the account owner of the property.
It's recommended to display Billing Contact Email and Phone Number to assist with quick collection. Each line can be clicked on to view and resend the overdue invoice.
My Contract Renewals
Use this list in the Contract Renewals report to view all contract opportunities that have not yet been renewed.
Use the date selector this report to view all opportunities with a renewal date after the selected date. If the renewal date is null, the end date will be referenced.
This will help you identify the opportunity needing a renewal.