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Service Detail Report
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From Date
Open the calendar
To Date
Open the calendar
Location
Report Type
Paid
Info Only (Not Yet Paid)
Both (Paid and Unpaid)
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Excel (.xls)
Date Range Presets
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Sub-Contractor Aging Report
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Location
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Excel (.xls)
Book of Business Report
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Location
By Insurance
By Account
Year
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
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Estimator Jobs YTD Report
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Location
Year
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
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PDF
Excel (.xls)
Estimator Sales YTD Report
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Location
Group By
Standard
By Individual
By Company
Year
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
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PDF
Excel (.xls)
Producer Summary Report
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Location
Year
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
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PDF
Excel (.xls)
Job Status
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From Date
Open the calendar
To Date
Open the calendar
Job Status
Pending
In Progress
Complete
Closed
No Job
Collections
Individuals
Location
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Excel (.xls)
Date Range Presets
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Job Status
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From Date
Open the calendar
To Date
Open the calendar
Job Status
Pending
In Progress
Complete
Closed
No Job
Collections
Individuals
Location
Commision for
Estimator
Producer
Group By
Standard
Individual
Company
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PDF
Excel (.xls)
Date Range Presets
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Pending Sales
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Location
Confidence
Any
50%
75%
90%
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Excel (.xls)
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