Visits Report

The Visits Report in SingleOps provides summarized data on all Visits in your SingleOps account.

In this article:

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Visits Report Filters

Summary Data For Business Insights (Premier Tier Only)

Search Visits Report

Visits Report Columns

Navigate Visits Report

Reports > Sales and Payments > Visits Report

Filters

Summary Data for Business Insights (Premier Tier Only)

Summary Data for Business Insights enables you to take all of the information in a report and summarize it to develop powerful insights into your business.

Search

Search this report based on Client's Name, Job Name, Operation, User's Name, Reference Number for the Job, Visit, Invoice or Payment, etc.

Columns

Click Columns and select one or multiple column types. To add and remove columns, the columns in blue will display in the report.

Rearrange Columns by clicking and holding the column header, move to the left or right and drop. Sort rows by clicking the up & down sort arrows icon, click once to sort from low to high, and again to sort from high to low.

Checkbox	A clickable checkbox next to each Visit for bulk selection.
Quick Info	This displays the Visit's Address, Client's Name, Operation type, Client's email address.
Is Recurring?	= a red X will display if the Visit is not recurring. = a green checkmark will display if the Visit is recurring.
Fixed Invoice?	= a red X will display under the Fixed Invoice? column if the Visit's invoice is not fixed. = a green checkmark will display under the Fixed Invoice? column if the Visit's invoice is fixed.
On Hold	= a red X will appear if the Job is not currently On Hold = a green checkmark will display if the Job is currently On Hold.
Visit Name	The name of the Visit
Client / Contacts	The Client's name and email address
Operation	Operation or service name (e.g. maintenance, design/build, tree service, etc.)
Job Location	Street name and street number, city, state, and country of the Job's location, may differ from the Client's billing location.
Job Address	Street name and number
Job City / Job State / Job Zip	Job city, state and zip will display on separate columns.
Start / Stop	Visit Start date and Stop date will display on separate columns (month, day, year)
Tags	This will display a list of each Tag associated to a Visit.
Is Paid?	= a red X will display if per visit or one off invoice is not paid. Or if Fixed, CMB or RUP invoices used.  = a green checkmark will display if per visit or one off invoice is paid.
Balance	The total dollar amount still owed by the customer.
Payments Applied	Total dollar amount paid by the customer.
Invoice Total	The Invoice total displayed in dollar amount.
Terms	Payment Term (e.g. Net 30, Due Upon Completion, etc.)
Created On	The date & time the Visit was created (month day, year hr:min AM/PM)
Updated On	The date & time the Visit was last updated (month, day, year hr:min AM/PM)
Submitted By	Name of the User that created the Visit.
Assignees	Assignee(s) associated to that Visit, this links to the User's Edit User page.
Sales Rep	Sales representative(s) associated to that Visit, this links to the User's Edit User page.
Last Proposal Sent	The date & time that the first Proposal template email was sent for this Job (month, day, year hr:min AM/PM)
Last Invoice Sent	The date that the last Invoice template email was sent for this Job (month, day, year)
Last Email	The recipient's email address will display, following the last sent email template type, and date & time (month, day, year hr:min AM/PM) of the last email sent out of SingleOps for this Job.
Proposal Date	The date & time the proposal was created on (month, day, year hr:min AM/PM)
Converted to Active	The date & time the Job was converted to an Active Job (month, day, year hr:min AM/PM)
Created Stage	Unscheduled, Scheduled, Proposed, etc. will display to indicate the current stage of the Job
Completion Date	The time and date the Visit was completed (month, day, year hr:min AM/PM)
Approved On	The time and date the Visit was approved (month, day, year hr:min AM/PM)
Edit	The Edit button is linked to the Visit's edit page
Message	The Message button will drop down to Send Email or Send Text Message. Select desired message type.
Payments	The Payments button will pop-up payment information associated to that Visit. This pop-up will display basic Visit information along with Invoice Total $, Payments $, Balance $, and Payment Records. Here, you can also Process a Payment and View the customer's Invoice Page
Total Price	The total price of the Job in dollar amount
Total Payments	The total dollar amount of all payments applied to the Job.
COGS	The cost of goods (material) that you've sold to your customer.
Costs	This shows the total cost to your company for the Job.
Expenses	Any Expense, including the cost of Service, Labor, & Equipment associated with the Visit.
Client Info	First name, middle name, last name, company name, email address, billing address (city, state, zip), mobile phone number will all display in separate columns.
Total Estimated Hours	The summation of labor items on a Visit. *Note: If a Visit does not include any Items of type 'labor', the Visit will not be included in the report since it will not have an estimated quantity.)
Actual Hours	Total amount of actual man hours completed on the Visit
Remaining Hours	Total remaining hours left on the Job.
Efficiency %	A ratio calculated as estimated labor-to-actual labor. If the ratio is greater than or equal to 100%, the Job is deemed to have been accurately estimated and efficiently handled. (Estimated Hours) / (Actual Hours) = Efficiency %
Profit %	Calculated by dividing Profit $ by Sales Expressed algebraically: ([Profit / Sales] x 100) = Profit %
Current Stage	The current Job stage (e.g. Active, Completed, Approved, etc.)
Client Phone	Client phone number
Customer Type	The customer type (Residential, commercial, etc.)
CUSTOM INPUTS	All Client, Job & Visit Custom Inputs will appear here.