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service crm reports

Organizer Reports

Organizer Service CRM is a software product specially designed for Service Industry. This software is useful for maintaining stock, bills, payment, complaints, AMC details, service calls etc.

This software has set industry standards in Service Industry, with 250+ installations across various industries.

Who should use this Software?
  - Air conditioner
  - Water Cooler
  - Computer Hardware
  - Inverter
  - Equipment servicing industry
  - It can be extensively used by any Sales and Service dealers



Organizer Reports

Stock register
In this report you will get available stock (e.g. Order No., Order Date, Received Date, Parent Company, Model, Serial No., Parent Company Invoice No., Parent Company Invoice Date, Rate).
Stock register

Invoice register itemwise
In this report you will get Invoice list itemwise (e.g. Bill No, Bill Date, Billing Name, Parent Company, Product Name, Capacity, Rate, Quantity, Amount).
Invoice register itemwise

Invoice register
In this report you will get Invoice list (e.g. Bill No., Bill Date, Billing Name, Billing Address, Gross Amount, Tax Amount, Net Amount).
Invoice register

Tax register
In this report you will get Billwise tax details (e.g. Bill No., Bill date, Tax Name, Taxable Amount, Percentage, Amout).
Tax register

Customer outstanding bill wise
In this report you will get Billwise customer payment outstanding list (e.g. Billing Name, Billing Address, Bill Date, Bill No., Billed Amount, Paid Amount, Balance Amount).
Customer outstanding bill wise

Customer outstanding list
In this report you will get Customer payment outstanding list (e.g. Customer Name, Billing Name, Billing Address, Billed Amount, Paid Amount, Balance Amount).
Customer outstanding list

Customer payment done list
In this report you will get the details of payment done by the customer (e.g. Customer Name, Customer Address, Bill Date, Bill No., Payment type, Cheque No., Cheque Date, Bank Name, Paid Amount, Payment date).
Customer payment done list

Parent company payment details
In this report you will get the details of payment which is to be made to the Parent Company (e.g. Company Name, Order No., Order Date, Billing Name, Billing Address, Amount Billed, Amount Paid, Amount Balance).
Parent company payment details

Monthly installation report
In this report you will get a list of Installation done (e.g. Customer Name, Address, Telephone NO., Brand, Model, Serial No., Capacity, Parent Company Invoice No., Parent Company Invoice Date, Installation Date).
Monthly installation report

Service pending list
In this report you will get Customers pending Service List (e.g. Customer Name, Address, Telephone No., Region, Service Date, Brand, Model, Capacity, Serial No., Assign to).
Service pending list

Complaint register
In this report you will get details of all the complaint - (e.g. Customer Name, Address, Telephone No., Complaint details, Assign to, Solved by).
Complaint register

Card history
In this report you will get history of all the cards (e.g. Customer Name, Address, Telephone No., E-mailID, Brand, Model, Capacity, Pending Complaints/Services, Done Complaint/Services).
Card history

Call slip
In this you will get call list which assigned to the Technician.
Call slip

Invoice
In this you will get Invoice format.
Invoice

Delivery challan
In this you will get Delivery Challan format.
Delivery challan

Installation report
In this you will get Installation Report format.
Installation report



See Also

- Video Tour
- Eqms Compare Edition
- Eqms Compare Reports
- Price List INR
- Price List USD
- Other Editions

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