Report 307: Jobs Completed - Not Yet Charged

Overview

This report acts as a safety net for revenue. It searches the system for all standard maintenance jobs that are 100% physically finished (marked as Job Done) but have not yet been charged out or invoiced to an account.

Best Use Case

• Revenue Leakage Prevention: Run this report weekly or right before month-end closing. It ensures that your maintenance team isn't doing hard work and forgetting to bill the customer or owner for the labor and materials used.

How You Can Filter This Report

• Parks: Filter across multiple properties.

• Date Range (From/To): Filter by the date the work order was originally placed.

• Job Types: Select specific maintenance categories to audit.

• Sorting Options: Arrange the unbilled work list by Job Number, Date Placed, Pitch Number, Account Number, Owner Name, or Job Type Code.

Key Information Displayed on the Report

• Unbilled Costs: Displays a breakdown of Labour costs, Materials costs, and combines them into an actionable Total column showing you exactly what money is waiting to be recovered.

• Execution Markers: Provides the Job Number, the Date Placed, the Date Completed, and the initials/name of the staff member who logged the work order.

• Customer Profile: The full park, area, zone, and pitch string, alongside the holiday home owner's name and account number.