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Glossary of Zr Ware® Reporting Terms

Jake MacDonald
  • Updated

Glossary of Zr Ware® Reporting Terms

Welcome to the comprehensive glossary for our Zr Ware reporting. This document provides a centralized reference for all reporting column names, their precise definitions, and a list of the reports where they appear.

How to Use This Glossary

Each entry in this glossary is structured for clarity and ease of use:

  • Term Name: The name of the column as it appears in reports.
  • Definition: An explanation of what the data in the column represents.
  • Reports: A list of all reports where this column can be found.

To ensure clarity, please note the following conventions:

  • Cross-References: Column names that refer to other terms within this glossary are placed in quotation marks. For example, the definition for "Job Average" is "Total Revenue" / "Number of Jobs".
  • Numbered Terms: When a column name like Amount has different meanings in different reports, it will be numbered sequentially, such as Amount(1) and Amount(2).
  • Descriptive Parentheses: In some cases, parentheses are used to make a column name more descriptive, but the text within them is not part of the actual column name. For example, Tax(Amount) and Tax(Rate) both appear as Tax in reports, but the parentheses clarify which definition is being used.

#

# of Bookings

  • Definition: The total number of calls that resulted in a booking, plus all online bookings.
  • Reports: KPI Dashboard

# of Revenue Routes

  • Definition: The count of all routes that are not labeled as “No Route” on this report.
  • Reports: Booked Revenue

# of Revenue Routes Average

  • Definition: The average number of routes per day that have revenue-generating jobs.
  • Reports: KPI Dashboard

# of Routes

  • Definition: The number of primary technicians who had at least one completed job on a given day.
  • Reports: Scoreboard Report

# of Trucks

  • Definition: The number of primary technicians who had at least one completed job on a given day.
  • Reports: Base Daily Summary, Tech Daily Summary (Old)

A

Add-On Revenue

  • Definition: The total dollar amount of changes a technician makes to a booking for items that are flagged to "affect upsell."
  • Reports: Completed Jobs, Completed Jobs (By Invoice Date), KPI Dashboard, Base Daily Summary, Payroll, Promo Codes, Revenue by Postal Code, Revenue by Source, Revenue by Zone, Scoreboard Report, Tech Daily Summary, Tech Daily Summary ("As Leader"), Tech Revenue by Service with Branches, Technician Close Out Report, Technician Revenue by Service

Add-On Revenue + Adjustments

  • Definition: The sum of "Add-On Revenue" and "Adjustments." This metric is typically found in older or legacy reports.
  • Reports: Completed Jobs (Old), Revenue by Source (Old), Tech Daily Summary (Old), Technician Close Out Report (Old)

Add-On Revenue + Adjustments Percent

  • Definition: The percentage of revenue derived from the sum of "Add-On Revenue" and "Adjustments." Found in legacy reports.
  • Reports: Technician Close Out Report (Old)

Add-On Revenue Commission

  • Definition: The commission percentage a technician receives from the "Add-On Revenue" they generate.
  • Reports: Payroll

Add-On Revenue Percent (%)

  • Definition: The value of "Add-On Revenue" divided by "Total Revenue."
  • Reports: Morning Meeting, Scoreboard Report, Technician Close Out Report

Add-On Revenue Percent 2

  • Definition: This is the add-on of each item divided by their total add-on for the period.
  • Reports: Tech Revenue by Service, Tech Revenue by Service with Branches.

Address

  • Definition: The physical address associated with a client or booking.
  • Reports: All Leads, Clients by Metadata, Promo Codes, Promo Codes (Booked)

  • Variations:

    • Default Billing Address: Indicates if the address is the designated default for billing on the client's profile. (Reports: Clients by Metadata)
    • Primary Address: Indicates if the address is the designated primary address on the client's profile. (Reports: Clients by Metadata)

     

Adjustable By Tech

  • Definition: Corresponds to the "Allow tech to update quantities" setting for a product in Admin > Products & Services.
  • Reports: Product Report

Adjustments

  • Definition: The total dollar amount of changes a technician makes to a booking for items that are not flagged to "affect upsell."
  • Reports: Base Daily Summary, Tech Daily Summary, Tech Daily Summary ("As Leader")

Affects Add-on

  • Definition: A product setting that determines if changes made to its quantity or price on an invoice will affect "Add-On Revenue" (upsell) totals or "Adjustments" totals.
  • Reports: Product Report

Affects Payroll

  • Definition: A product setting that determines whether the item is included in commission calculations for payroll.
  • Reports: Product Report

Affects Revenue

  • Definition: A product setting that determines if the item contributes to revenue totals in reporting. While true for most products, exceptions like gift certificates may not affect revenue.
  • Reports: Product Report

Amount (1)

  • Definition: The dollar value of a booking at the time it was canceled, excluding forced services like environmental fees.
  • Reports: Cancellation

Amount (2)

  • Definition: The change in a booking's dollar amount during a call. It is the difference between the booking's value after the call and its value before the call, excluding forced services.
  • Reports: Call Source

Amount (3)

  • Definition: The total revenue amount generated from a specific product category.
  • Reports: Revenue by Category

Amount Due

  • Definition: The total outstanding balance on an invoice, calculated as Subtotal + Tax.
  • Reports: Invoices (Unpaid) Summary

Appointment Time

  • Definition: The scheduled start time of an appointment (booking), excluding the date.
  • Reports: Invoices (Modified) Summary, Upcoming Appointments

Archived

  • Definition: Indicates the record has been moved from an active list to a hidden, archived list.
  • Reports: All Leads

Assignees

  • Definition: The name of the user assigned to the subject of the report (e.g., the user assigned to a lead).
  • Reports: All Leads

Available Online

  • Definition: A "True" or "False" value indicating whether a product is available for customers to select through the online scheduler.
  • Reports: Product Report

Average Booking

  • Definition: A derived attribute calculated as "Total $ Booked" / "Total Booked".
  • Reports: Call Source, Call Source Summary

Average Booked

  • Definition: A derived attribute calculated as "Booked Revenue" / "Number of Bookings".
  • Reports: Booked Revenue, Booked Revenue With Branches

Average Qty Per Booking

  • Definition: A general term depending on the report. For example, on the Percentage of Completed Revenue Bookings with Product report, it is the average quantity of this product only on the bookings where it was sold.
  • Reports: Percentage of Completed Revenue Bookings with Product Report

Avg Subtotal Per Booking

  • Definition: The average revenue this product generated only on the bookings where it was sold.
  • Reports: Percentage of Completed Revenue Bookings with Product Report

B

Batch Invoice Number

  • Definition: For companies using batch invoicing, this is the unique identifier that links a group of individual invoices together.
  • Reports: Net 30 Payments, Payments by Payment Date

Booked By

  • Definition: The user who created the booking.
  • Reports: Completed Jobs, Completed Jobs (By Invoice Date), Upcoming Tags

Booked Call Amount Average

  • Definition: A derived attribute calculated as the sum of "Orig. Booked Non-Forced Amount" for all bookings (for a given CSR and date) divided by the "Number of Jobs Booked."
  • Reports: CSR Bookings

Booked Count

  • Definition: The total count of all upcoming and completed bookings linked to a client.
  • Reports: All Leads

Booked Revenue

  • Definition: The sum of revenue from products on a booking that are marked to "Affect Revenue," reflecting the booking's value at the time the report is run. This should not include Pending Recurring Appointment or Draft jobs.
  • Reports: All Leads, Booked Revenue, Bookings By User Source, Completed Jobs, Completed Jobs (By Invoice Date), Completed Jobs (Old), Base Daily Summary, Lost Sale Conversions, Payroll, Promo codes, Promo Codes (Booked), Reschedule, Revenue By Email Campaign, Revenue by Postal Code, Revenue by SMS Partial Reservation Follow Up, Revenue by Source, Revenue by Source (Old), Revenue by Zone, Tech Daily Summary ("As Leader"), Tech Daily Summary (Old), Tech Daily Summary (Old) ("As Leader"), Tech Revenue by Service with Branches, Technician Revenue by Service, Upcoming Appointments, Upcoming Capacities

Booked Revenue Average

  • Definition: Total "Booked Revenue" divided by the number of working days. This calculation looks at the original state of the booking, whereas the Booked Revenue report looks at the current state.
  • Reports: KPI Dashboard

Booked Revenue Percent

  • Definition: The percentage value of "Booked Revenue," typically grouped by technician.
  • Reports: Tech Revenue by Service with Branches, Technician Revenue by Service

Booking Average

  • Definition: The total dollar amount booked divided by the number of bookings.
  • Reports: Scoreboard Report

Booking Commission

  • Definition: The commission percentage a technician receives from the "Booked Revenue" amount.
  • Reports: Payroll

Booking Created Date

  • Definition: The date a booking was first created.
  • Reports: Revenue By Email Campaign, Revenue by SMS Partial Reservation Follow Up

Booking ID

  • Definition: The unique internal ID used in Zr Ware® to identify a specific booking.
  • Reports: Revenue By Email Campaign, Tech Tip Report

Booking Product Count

  • Definition: The total number of eligible bookings that included this specific product.
  • Reports: CSR Revenue By Service, CSR Revenue by Service by date booked, Percentage of Completed Revenue Bookings with Product Report, Technician Revenue by Service, Tech Revenue by Service with Branches

Booking Status (Align the Definition with the Report)

Booking Status (1)

  • Definition: The status of a call interaction. Values include: Booked, Cancel, Change, Draft, Estimate Change, Lost Sale, Reschedule, or Undetermined (Usually when they click the green call button but don't perform an action. If there are a lot, can be a red flag that CSR's aren't marking them as Lost Sales). 
  • Reports: Call Source

Booking Status (2)

  • Definition: The status of an estimate. "Booked" means the estimate was converted to a revenue job. "Not Booked" means it has not been converted.
  • Reports: Estimates

Booking Status (3)

  • Definition: The status of a booking in relation to an email campaign. Values include: Booked, Cancelled, Completed.
  • Reports: Revenue By Email Campaign

Booking Status (4)

  • Definition: The status of a booking associated with a promo code. Values include: Closed, Open.
  • Reports: Promo Codes (Booked)

Booking Status (5)

  • Definition: The status of the booking at the time the report is run. Values include: Booked, Cancelled, In Progress, Lost Sale, Completed, or Draft.
  • Reports: Non-Revenue Jobs

Booking Type

  • Definition: The type of booking, such as Revenue or Redo.
  • Reports: Reviews by Technician Report

Booking URL

  • Definition: A direct link to the booking page associated with the report row.
  • Reports: Promo Codes (Bookings)

Bookings

  • Definition: The number of bookings created by a CSR plus the number of bookings created online. This count excludes lost sales.
  • Reports: Advertising, Advertising Report Month Over Month
 
Bookings Percentage
 
  • Definition: (Bookings / Grand Total of Bookings) * 100
  • Reports: Advertising

Boolean Value

  • Definition: The "True" or "False" value for a custom metadata field.
  • Reports: Clients by Metadata

C

CPO (Cost Per Opportunity)

  • Definition: A derived attribute calculated as "Cost" / "Bookings".
  • Reports: Advertising, Advertising Report Month Over Month

Cancel %

  • Definition: A derived attribute calculated as "Cancellations" / "Bookings".
  • Reports: Advertising

Cancelled By

  • Definition: The user who cancelled the booking.
  • Reports: Cancellation

Cancellation %

  • Definition: A derived attribute calculated as "Cancellations" / "Total Booked".
  • Reports: Scoreboard Report

Cancellation Amount

  • Definition: The "Booked Revenue" that existed on a booking at the time it was cancelled.
  • Reports: Cancellation

Cancellations (Cancel Count)

  • Definition: The total count of calls that resulted in a cancellation.
  • Reports: Advertising, Call Source, Call Source Summary, KPI Dashboard

Category (1)

  • Definition: The group of the Parent Source: Media, Referral, Other, or Repeat Customer.
  • Reports: Advertising, Advertising Report Month Over Month

Category (2)

  • Definition: The category assigned to a product.
  • Reports: Revenue by Category

Check Number

  • Definition: The check number used for payment on a job.
  • Reports: Completed Jobs (By Invoice Date)

City

  • Definition: The city associated with an address. The specific address used (service, billing, most recent) depends on the report.
  • Reports: All Clients, Completed Jobs, Completed Jobs (By Invoice Date), Estimates, Lost Sale Sales Tax Detail, Tag Report, Upcoming Appointments, VIP Customers

Client ID

  • Definition: The unique internal ID used in Zr Ware® to identify a client.
  • Reports: All Leads, Revenue By Email Campaign

Client Name

  • Definition: The name of the client in Zr Ware®.
  • Reports: Bookings By User Source, Call Source, Cancellation, Client Subscription, Completed Jobs, Completed Jobs (By Invoice Date), Estimates, Invoices By Products Used, Invoices (Completed, Pre-Approved), Invoices (Modified) Summary, Invoices (Unpaid) Summary, Lead Scoring, Lost Sale, Lost Sale Conversions, Non-Revenue Jobs, Promo Codes, Promo Codes (Booked), Revenue by SMS Partial Reservation Follow Up, Reviews by Technician Report, Tech Email Audit, Tech Tip Report, Upcoming Appointments, Waivers

  • Variations:

    • First Name / Last Name: The individual first and last name of the client contact.
    • Client Contact Names: A list of all contact names under a client profile.
    • Service Contact: The specific contact person attached to a service.

     

Client URL

  • Definition: A direct link to the customer's profile page.
  • Reports: Invoices (Completed, Pre-Approved), Invoices (Modified) Summary, Invoices (Unpaid) Summary, Open Invoices, Revenue By Email Campaign

Closing Rate

  • Definition: A derived attribute calculated as ("Total Booked") / ("Total Booked" + "Number of Lost Sales").
  • Reports: CSR Bookings, KPI Dashboard

Comment

  • Definition: User-entered text or notes. The context depends on the report (e.g., reason for a lost sale, review feedback, etc.).
  • Reports: Call Source, Cancellation, Lost Sale, Reschedule, VIP Customers, Reviews by Technician Report

Commercial Amt

  • Definition: The total dollar amount for jobs associated with clients of the "commercial" type.
  • Reports: Completed Jobs, Completed Jobs (By Invoice Date)

Commercial Type

  • Definition: The specific commercial classification assigned to a commercial client. This field is blank for residential clients.
  • Reports: Completed Jobs, Completed Jobs (By Invoice Date)

Company ID

  • Definition: The unique ID for the company or franchise.
  • Reports: Revenue by Email Campaign

Company Name

  • Definition: The name of a commercial client company.
  • Reports: All Clients, All Leads, Estimates, Lost Sale Conversions, Net 30 Payments, Payments by Payment Date, Invoices (Unpaid) Summary, Upcoming Tags

Completed

  • Definition: Number of completed online reservations.
  • Reports: Online Reservation Completion Data

Completed At

  • Definition: The timestamp indicating when a review was completed.
  • Reports: Reviews by Technician Report

Completed Booked Revenue

  • Definition: The sum of all services on the booking screen for completed jobs, at the time the report is run.
  • Reports: KPI Dashboard

Completed Booked Revenue Average

  • Definition: The average of all services on the booking screen for completed jobs, at the time the report is run.
  • Reports: KPI Dashboard

Completed Product Count

  • Definition: The total number of times a product has appeared on a completed job, including its quantity. (e.g., a product with a quantity of 5 adds 5 to this count).
  • Reports: Franchise Revenue By Service, Invoices By Products Used, Tech Revenue by Service with Branches, Technician Revenue by Service

Completed Revenue

  • Definition: The total revenue for a completed job, calculated as "Booked Revenue" + "Add-On Revenue" + "Adjustments".
  • Reports: Lost Sale Conversions, Revenue By Email Campaign

Confirmation Bookings

  • Definition: The number of non-cancelled, non-lost sale bookings that have been confirmed by a customer via text message.
  • Reports: Confirmed Bookings With Confirmed Texts

Confirmation Email Sent

  • Definition: The status of the confirmation email (e.g., Sent, Opened).
  • Reports: Upcoming Appointments

Confirmation Status

  • Definition: The confirmation status of the appointment (e.g., Confirmed, Unconfirmed).
  • Reports: Cancellation, Upcoming Appointments.

Contacted By

  • Definition: The user who processed a lost sale callback.
  • Reports: Lost Sale Conversions

Contacted Date

  • Definition: The date a lost sale callback was processed.
  • Reports: Lost Sale Conversions

Converted Appointment Date

  • Definition: The appointment date of the revenue job that was created from a converted estimate.
  • Reports: Estimates

Converted Status

  • Definition: The status of a converted estimate.
  • Reports: Estimates

Converted Total

  • Definition: The total booked revenue for a converted estimate.
  • Reports: Estimates

Cost

  • Definition: The internal cost to the company for a product or service, as defined in Admin > Products & Services.
  • Reports: Advertising, Payroll, Product Report, Revised Revenue, Technician Close Out Report, Technician Close Out Report (Old)

Count

  • Definition: A general term for a count of items. See more specific definitions like "Number of Jobs," "Booking Product Count," etc.
  • Reports: Various

County

  • Definition: The county associated with the service address (Street 1 and Zip Code).
  • Reports: Sales Tax, Sales Tax Detail, Upcoming Appointments

Created By

  • Definition: The user who created the record (e.g., subscription, lost sale, promo code).
  • Reports: Client Subscriptions, Lost Sale, Lost Sale Conversions, Promo Codes, Promo Codes(Booked), Revenue by SMS Partial Reservation Follow Up

Created Online

  • Definition: A "True" or "False" value indicating if the booking was created through the online scheduler.
  • Reports: Upcoming Appointments

CSR Name

  • Definition: The name of the Customer Service Representative associated with the record (e.g., who created the estimate or booking).
  • Reports: Call Source, CSR Bookings, CSR Revenue by Service, CSR Revenue by Service by date booked, Estimates, Tech Email Audit

Current Mode

  • Definition: The current reservation mode being used on the online scheduler.
  • Reports: Online Scheduler Conversion Data, Online Reservation Completion Data

Customer Status

  • Definition: The status of the customer, either "New Customer" or "Existing Customer."
  • Reports: Promo Codes, Promo Codes (Booked), Revenue by Source

D

Daily Average

  • Definition: A derived attribute calculated as ("Total Revenue") / (Number of working days).
  • Reports: Technician Close Out Report, Technician Close Out Report (Old)

Daily Base Average

  • Definition: A derived attribute calculated as "Total Revenue" / "Days Worked".
  • Reports: Tech Daily Summary (Old)

Daily Sales Average

  • Definition: The total revenue generated by a technician during the month divided by the total number of days they worked that month.
  • Reports: Tech Stats

Daily Van Average

  • Definition: A derived attribute calculated as "Total Revenue" / "Number of Trucks".
  • Reports: Scoreboard Report

Date Referred Out

  • Definition: The earliest date an email was sent to a care center about the client.
  • Reports: Lead Scoring

Date Sent

  • Definition: The date and time an SMS message was sent.
  • Reports: Revenue by SMS Partial Reservation Follow Up

Days Worked

  • Definition: The number of days within the report's date range that had at least one completed job.
  • Reports: Tech Daily Summary (Old)

Deactivated By

  • Definition: The user who deactivated the record (e.g., a client subscription).
  • Reports: Client Subscription

Deactivated Date

  • Definition: The date the subject of the report (e.g., a client subscription) was deactivated.
  • Reports: Client Subscriptions

Department

  • Definition: The department category used to group products and services.
  • Reports: Product Report

Description

  • Definition: The detailed description of a product, which appears on the customer's invoice.
  • Reports: Invoices By Products Used, Product Report

Details

  • Definition: A general column providing more specific information, often related to the "Source" of a booking. In the User Report Audit, it lists details of the reports that were run.
  • Reports: Revenue by Source, Revenue by Source (Old), User Report Audit

Distance

  • Definition: The calculated distance between a client's address and a specified input address.
  • Reports: Clients by Metadata

E

Eligible Bookings

  • Definition: The total number of bookings that can be included in this report. Specific to report requirements.

  • Reports: Percentage of Completed Revenue Bookings with Product Report

Email

  • Definition: The primary email address of the client. If no primary is set, it's the most recently added email.
  • Reports: All Clients, All Leads, Call Source, Estimates, Lost Sale, Promo Codes, Promo Codes (Booked), Revenue By Email Campaign, Upcoming Appointments, VIP Customers

Email Changed From / To

  • Definition: Shows the email address before and after it was edited by a technician.
  • Reports: Tech Email Audit

Estimate Status

  • Definition: The current status of an estimate: Booked (upcoming or in progress), Cancelled (cancelled or lost sale), or Complete.
  • Reports: Estimates

Estimate Total

  • Definition: The total dollar amount of an estimate at the time the report is run, including items added by a technician.
  • Reports: Estimates

Event Date

  • Definition: A general term for the date an event occurred. This can refer to various specific dates depending on the report.

  • Variations:

    • Appointment Date
      • Definition: The date of the service. The date the job was on the schedule.
      • Reports: All Clients, Booked Revenue with Branches, Booked Revenue by Zone, Confirmed Bookings with Confirmed Texts, Net 30 Payments, Payments Received, Recurring Appointments, Revenue by Category, Reviews by Technician, Sales Tax Detail, Tech Email Audit.
    • Call Date: The date a call took place.
    • Created Date: The date a record (booking, client, etc.) was created.
    • Invoice Created/Closed/Modified Date: Timestamps related to invoice lifecycle.
    • Rescheduled Appointment Date: The new appointment date after a reschedule.
       
    • Rescheduled On Date: The date the reschedule was created. 

     

Event to Booking Time Lapse

  • Definition: The time duration between an "Event Date" and the "Booking Created Date."
  • Reports: Revenue By Email Campaign

Event Type

  • Definition: The specific event that triggered the data record (e.g., Email Opened, Link Clicked).
  • Reports: Revenue By Email Campaign

Existing Customers

  • Definition: A client who has at least one previously completed revenue booking before the booking in question.
  • Reports: Call Source Summary

F

Franchise Name (Base Name)

  • Definition: The name of the franchise, base, or branch being reported on.
  • Reports: Booked Revenue With Branches, Booked Revenue at Beginning of Month, Bundled Items Frequency Report, Estimates, Franchise Revenue By Service, Lost Sale Conversions, Non-Revenue Jobs, Payments By Payment Date, Payments Received, Percentage of Completed Revenue Bookings with Product Report, Product Report, Refund, ReService Summary, ReService Summary With Branches, Revenue by Source, Tech Revenue by Service, Tech Revenue by Category, Tech User Invoice Link, Upcoming Appointments, User Report Audit
  • Alternate Name: Company Name (Reports: Revenue By Email Campaign, Revenue by SMS Partial Reservation Follow Up, Online Reservation Completion Data)

Frequency Points

  • Definition: Points awarded based on the annual frequency of a client's subscription. (e.g., a 6-month cleaning plan is twice a year, awarding 2 points).
  • Reports: Subscriptions by Appointment Date

G

Grand Total

  • Definition: The sum total of all applicable numeric columns in a report.
  • Reports: Payments Received

Gross Amount

  • Definition: The total amount on an invoice, calculated as Subtotal + Tax + Tip Amount.
  • Reports: Completed Jobs, Completed Jobs (By Invoice Date), Revenue by Postal Code, Revenue by Zone, Sales Tax Detail

H

Has Jobs

  • Definition: A "True" or "False" value indicating if a client has any associated jobs.
  • Reports: All Leads

High Price / Low Price

  • Definition: The high and low ends of a price range, stored as a custom metadata field on a client's profile.
  • Reports: Clients by Metadata

I

Interval

  • Definition: The time duration between recurring subscription events.
  • Reports: Subscriptions by Appointment Date

Invoice Number

  • Definition: The unique identifier for an invoice.
  • Reports: Completed Jobs, Completed Jobs (By Invoice Date), Invoices By Products Used, Invoices (Completed, Pre-Approved), Invoices (Modified) Summary, Invoices (Unpaid) Summary, Invoice Summary, Net 30 Payments, Payments by Payment Date, Refunds, Sales Tax Detail

Invoice URL

  • Definition: A direct link to the PDF version of an invoice.
  • Reports: Invoices (Completed, Pre-Approved), Invoices (Modified) Summary, Invoices (Unpaid) Summary, Promo Codes

J

Job Average

  • Definition: A derived attribute calculated as "Total Revenue" / "Number of Jobs".
  • Reports: Advertising, KPI Dashboard, Base Daily Summary, Morning Meeting, Revenue by Source, Revenue by Source (Old), Scoreboard Report, Tech Daily Summary, Tech Daily Summary (Old), Tech Stats, Technician Close Out Report, Technician Close Out Report (Old)

Job Title

  • Definition: The job title of an individual contact.
  • Reports: All leads

Jobs Per Day

  • Definition: The average number of jobs completed per day, calculated as total jobs divided by the number of days worked.
  • Reports: Technician Close Out, Technician Close Out with Branches

L

Last Appointment Amount

  • Definition: The total dollar amount of the last completed booking for a customer.
  • Reports: All Clients, Customers by Type

Last Lead Source Name

  • Definition: The last known marketing source attributed to a client, especially from automated campaigns.
  • Reports: Revenue By Email Campaign

Lead Score

  • Definition: A numerical score assigned to a client based on the number of matching lead-scoring criteria.
  • Reports: Lead Scoring

Lost Sale %

  • Definition: A derived attribute calculated as ("Number of Lost Sales") / ("Number of Lost Sales" + "Total Booked").
  • Reports: Scoreboard Report

M

Marketing Sync Log

  • Definition: A log of errors that occurred during the Campaign Monitor marketing synchronization.
  • Reports: Clients with Marketing Sync Errors

Matched Fields

  • Definition: A list of all lead-scoring custom fields that were matched for a client.
  • Reports: Lead Scoring

Max Online Quantity

  • Definition: The maximum quantity of a product that a customer can select through the online scheduler.
  • Reports: Product Report

Message

  • Definition: The content of an SMS message sent to a client.
  • Reports: Revenue by SMS Partial Reservation Follow Up

Mode

  • Definition: The reservation mode configured for the online scheduler (Admin > Reservations).
  • Reports: Online Scheduler Conversion Data, Online Reservation Completion Data

Modified Date

  • Definition: The timestamp of the last modification made to the subject record.
  • Reports: All Leads, Clients with Marketing Sync Errors

Monthly Van Average

  • Definition: A complex metric calculating the average monthly revenue per van, factoring in the number of trucks, working days, and business days in the range.
  • Reports: Scoreboard Report

Morning Reminders

  • Definition: Any morning reminders that were added to the job. Morning reminders are anything the tech needs to know before leaving the shop. 
  • Reports: Non-Revenue Jobs

N

New Customers

  • Definition: The number of customers who are not "Existing Customers."
  • Reports: Call Source Summary

Non-Revenue Type

  • Definition: The type of none revenue job. Examples: Estimate, Pickup, Drop-off, etc.
  • Reports: Non-Revenue Jobs

Notes to Tech

  • Definition: Notes left for tech by Dispatch/CSR's.

  • Reports: Non-Revenue Jobs

NPS (Net Promoter Score)

  • Definition: A customer satisfaction score ranging from -100 to 100. It is calculated based on review ratings from your NPS provider.

    Formula: NPS = round((Promoter_Reviews / Total_Reviews) - (Detractor_Reviews / Total_Reviews), 2) * 100

     

  • Note: This score may differ slightly from your provider's site due to multiple reviews for the same job or unmatched reviews. Some reports may show an 8-week running score.
  • Reports: KPI Dashboard, Morning Meeting, Tech Rankings

NPS % YTD

  • Definition: The year-to-date NPS score, which is typically imported manually from your NPS provider.
  • Reports: Comparison Report, Scoreboard Report

Number Cancelled

  • Definition: The total number of bookings that were cancelled.
  • Reports: CSR Bookings

Number of Bookings

  • Definition: The count of non-cancelled, non-lost sale revenue bookings.
  • Reports: Booked Revenue, Booked Revenue With Branches, Bundled Items Frequency Report

Number of Jobs (Completed Jobs)

  • Definition: The count of completed revenue jobs within the specified date range.
  • Reports: Advertising, All Leads, KPI Dashboard, Base Daily Summary, Payroll, Revenue by Postal Code, Revenue by Source, Revenue by Source (Old), Revenue by Zone, Scoreboard Report, Tag Report, Tech Daily Summary, Tech Daily Summary (Old), Technician Close Out Report, Technician Close Out Report (Old), Tech User Invoice Link report

Number of Jobs Booked

  • Definition: The number of bookings, typically grouped by CSR.
  • Reports: CSR Bookings, Upcoming Tags

Number of Lost Sales (Lost Sale Count)

  • Definition: The total count of calls that resulted in a lost sale.
  • Reports: Call Source, Call Source Summary, CSR Bookings

Number Other

  • Definition: The count of all calls that are not classified as Booked, Lost Sale, or Cancelled (e.g., Undetermined calls).
  • Reports: CSR Bookings

Numeric Value

  • Definition: The numerical value for a custom metadata field.
  • Reports: Clients by Metadata

O

Online Booked Count

  • Definition: The number of bookings made through the online scheduler (where the user is "Online Booker").
  • Reports: Call Source, Call Source Summary

Online Booked New Customers

  • Definition: The number of bookings made by new customers through the online scheduler.
  • Reports: Call Source

Online Booked % New

  • Definition: The percentage of online bookings that were made by new customers.
  • Reports: Call Source

Online Description

  • Definition: The product description specifically used for the online scheduler.
  • Reports: Product Report

Online Name

  • Definition: The product name specifically used for the online scheduler.
  • Reports: Product Report

Original Booked Revenue

  • Definition: The sum of the "Amount" column for all rows within this report, whose Booking Status is "Booked".
  • Reports: Based Daily Summary, Call Source, Lost Sale Conversions

Orig. Booked Non-Forced Amount

  • Definition: The initial booking value from non-forced services at the time of creation. This amount does not change if the booking is modified later.
  • Reports: CSR Bookings, Lost Sale

Original Invoice Subtotal

  • Definition: The subtotal of an invoice at the time it was first closed.
  • Reports: Refund

Other

  • Definition: A derived attribute calculated as ("Total Actions") - ("Total Booked" + "Lost Sales" + "Cancellations" + "Reschedules"). Represents calls with no other defined outcome.
  • Reports: Call Source Summary

P

Parent Source

  • Definition: The parent category of a marketing "Source" (e.g., "Online Advertising" might be the parent of "Google Ads").
  • Reports: Call Source, Completed Jobs, Completed Jobs (By Invoice Date), Estimates, Revenue by Source, Upcoming Appointments

Payment Amount

  • Definition: The amount of a single payment transaction.
  • Reports: Net 30 Payments, Payments by Payment Date

Payment Date

  • Definition: The date a payment was entered into the system.
  • Reports: Net 30 Payments, Payments by Payment Date

Payment Group

  • Definition: A high-level grouping of payment types into Cash, Check, or Credit Card.
  • Reports: Net 30 Payments, Payments By Payment Date

Payment Type

  • Definition: The method of payment, such as Credit Card, Check, or Cash.
  • Reports: Completed Jobs, Completed Jobs (By Invoice Date), Completed Jobs (Old), Net 30 Payments, Payments by Payment Date, Refund

Payments

  • Definition: A comma-separated list of individual payment amounts made on a job.
  • Reports: Tech Tip Report

Payroll Revenue

  • Definition: The total revenue from services marked to "Affect Payroll," used for commission calculations. The calculation method may differ between Payroll and Payroll Beta reports (current vs. historic payroll percentages).
  • Reports: Payroll, Payroll Beta

Percent (%)

  • Definition: A general term for a percentage calculation, which varies by report. Examples include the percentage of revenue from a category, the percentage of bookings with a specific tag, or the percentage of online reservations that were completed.
  • Reports: Upcoming Tags, Revenue by Category, Online Reservation Completion Data

Percentage

  • Definition: A general term for a percentage calculation, which varies by report. 
  • Reports: Confirmed Bookings With Confirmed Texts, Percentage of Completed Revenue Bookings with Product Report

Phone Number

  • Definition: The phone number of a client. The specific type (Main, Mobile, etc.) and contact (Service, Billing) depends on the report.
  • Reports: All Clients, All Leads, Call Source, Cancellation, Completed Jobs, Completed Jobs (By Invoice Date), Estimates, Lost Sale, Non-Revenue Jobs, Promo Codes, Promo Codes (Booked), Revenue by SMS Partial Reservation Follow Up, Tag Report, Upcoming Appointments, Upcoming Tags, VIP Customers

Podium Conversation URL

  • Definition: A direct link to a specific message thread in Podium.
  • Reports: Revenue by SMS Partial Reservation Follow Up

Population

  • Definition: The total population of a franchise area based on the last census.
  • Reports: Scoreboard Report

Pre-Approved By

  • Definition: The full name of the user who originally pre-approved an invoice.
  • Reports: Invoices (Completed, Pre-Approved)

Pre-Approved Date

  • Definition: The timestamp when an invoice was originally pre-approved.
  • Reports: Invoices (Completed, Pre-Approved)

Price

  • Definition: The default price of a product or service.
  • Reports: Invoices By Products Used, Product Report

Primary Contact

  • Definition: The contact designated as primary, typically the recipient of marketing emails.
  • Reports: Clients with Marketing Sync Errors

Primary Technician

  • Definition: The technician assigned as the lead on a job or estimate.
  • Reports: Booked Revenue, Booked Revenue With Branches, Estimates, Invoices By Products Used, Invoices (Completed, Pre-Approved), Revised Revenue, Reviews by Technician, Subscriptions by Appointment Date, Tech Daily Summary (Old), Technician Close Out Report

Processed

  • Definition: Indicates if a lost sale callback has been processed from the Callbacks dashboard.
  • Reports: Lost Sale Conversions

Product

  • Definition: A product or service offered to customers.
  • Reports: Bundled Items Frequency Report, CSR Revenue by Service, CSR Revenue by Service by date booked, Franchise Revenue By Service, Invoices By Products Used, Percentage of Completed Revenue Bookings with Product Report, Product Report, Tech Revenue by Service with Branches, Technician Revenue by Service

Product Code

  • Definition: An identifier used to group or categorize a product.
  • Reports: Product Report

Product Revenue

  • Definition: The total revenue contributed by a single, specific product.
  • Reports: CSR Revenue by Service, CSR Revenue by Service by date booked, Franchise Revenue By Service

Product Subtotal

  • Definition: The total revenue generated by this product from all bookings that included it.
  • Reports: Percentage of Completed Revenue Bookings with Product Report

Promo Discount

  • Definition: The total dollar amount of revenue discounted by a promo code.
  • Reports: Promo Codes, Promo Codes (Booked)

R

ROI (Return on Investment)

  • Definition: A derived attribute calculated as "Total Revenue" / "Cost".
  • Reports: Advertising, Advertising Report Month Over Month

Raving Fan

  • Definition: This column is currently undefined.
  • Reports: Payroll

Reason

  • Definition: The reason provided for an event, such as a cancellation, lost sale, or refund.
  • Reports: Call Source, Cancellation, Reschedule, Refund

Redo %

  • Definition: A derived attribute calculated as "Number of Redos" / "Number of Jobs".
  • Reports: KPI Dashboard, Scoreboard Report

Redos

  • Definition: The number of completed, non-revenue jobs of the "Reservice" type.
  • Reports: Base Daily Summary, Tech Daily Summary, Tech Daily Summary (Old)

Referrals

  • Definition: The number of completed revenue bookings sourced to a specific technician.
  • Reports: Morning Meeting

Referrer

  • Definition: The source that referred the client.
  • Reports: Lead Scoring

Refund Subtotal

  • Definition: The subtotal amount of refunds issued on an invoice.
  • Reports: Refund

Refund Tax Amount

  • Definition: The amount of tax that was refunded as part of a refund transaction.
  • Reports: Payments by Payment Date

Rescheduled By

  • Definition: The user who rescheduled the booking.
  • Reports: Reschedule

Rescheduled Booked Revenue

  • Definition: The "Booked Revenue" of the new appointment that was created after a cancellation.
  • Reports: Cancellation

Reschedule Timestamp

  • Definition: The date and time a reschedule occurred.
  • Reports: Reschedule

Reschedules

  • Definition: The total count of calls that resulted in a reschedule.
  • Reports: Call Source Summary

ReService Appointment Date

  • Definition: The appointment date of the reservice job itself.
  • Reports: ReService Summary, ReService Summary With Branches

ReService Reason

  • Definition: The reason selected for a reservice job.
  • Reports: ReService Summary, ReService Summary With Branches

ReService Technician Notes

  • Definition: Notes left by the technician who performed the reservice.
  • Reports: ReService Summary, ReService Summary With Branches

Revenue by Category

  • Definition: The total revenue generated by a specific category of products or services.
  • Reports: Revenue by Category

Revenue Percent (1)

  • Definition: For a given product, this is the "Product Revenue" / Grand Total of "Product Revenue".
  • Reports: Franchise Revenue By Service

Revenue Percent (2)

  • Definition: The percentage value of "Total Revenue," typically grouped by technician.
  • Reports: Tech Revenue by Service with Branches, Technician Revenue by Service

Revenue Percent (3)

  • Definition: A derived attribute calculated as "Product Revenue" / "Booked Revenue".
  • Reports: CSR Revenue by Service, CSR Revenue by Service by date booked

Revenue Type

  • Definition: The type of a booking's revenue: Revenue or a Non-Revenue type (Redo, Estimate, etc.).
  • Reports: Upcoming Appointments

Revised Revenue

  • Definition: A derived attribute calculated as "Total Revenue" - "Cost".
  • Reports: Revised Revenue, Technician Close Out Report, Technician Close Out Report (Old)

Route Name

  • Definition: The name assigned to a route.
  • Reports: Booked Revenue, Booked Revenue With Branches, Upcoming Appointments

Routed Booked Revenue

  • Definition: The sum of "Booked Revenue" for all non-cancelled bookings that are assigned to a route.
  • Reports: Booked Revenue

Routed Total Revenue

  • Definition: The sum of "Total Revenue" from final invoices for all non-cancelled bookings that are assigned to a route.
  • Reports: Booked Revenue

S

Sale Calls

  • Definition: The total number of booked calls plus the number of lost sale calls.
  • Reports: KPI Dashboard

Score

  • Definition: The numerical score a customer provides in a review.
  • Reports: Reviews by Technician Report

Source

  • Definition: The marketing source attributed to a booking, call, or client. The specific data displayed can vary significantly by report.
  • Reports: All leads, Advertising, Advertising Report Month Over Month, Bookings By User Source, Call Source, Cancellation, Clients by Created Date, Completed Jobs, Completed Jobs (By Invoice Date), Estimates, Lost Sale, ReService Summary, ReService Summary With Branches, Revenue By Email Campaign, Revenue by Source, Revenue by Source (Old), Upcoming Appointments

Source Tag

  • Definition: A unique identifier for a marketing source.
  • Reports: Revenue By Email Campaign

Special Instructions

  • Definition: Additional instructions or comments provided for a booking or lead.
  • Reports: All Leads

Start Date

  • Definition: The date a franchise went live.
  • Reports: Scoreboard Report

State

  • Definition: The state associated with a service or billing address.
  • Reports: All Clients, Completed Jobs, Completed Jobs (By Invoice Date), Estimates, Lost Sale, Sales Tax Detail, Tag Report, Upcoming Appointments, VIP Customers

Status

  • Definition: The current status of the report's subject (e.g., Active, Deactivated for a subscription).
  • Reports: Client Subscriptions

Street 1 / Street 2

  • Definition: The street address and suite/apartment number for an address.
  • Reports: All Clients, Completed Jobs, Completed Jobs (By Invoice Date), Estimates, Lost Sale, Tag Report, Upcoming Appointments, VIP Customers

String Value

  • Definition: The text or string value for a custom metadata field.
  • Reports: Clients by Metadata

Subscription Name

  • Definition: The name or type of a client's subscription plan.
  • Reports: Subscriptions by Appointment Date

Subtotal Amount

  • Definition: The sum of (quantity * price) for all line items on an invoice. In most reports, this includes tips, but in the Sales Tax Detail report, it does not.
  • Reports: Invoices By Products Used, Revenue by Postal Code, Revenue by Zone, Sales Tax, Sales Tax Detail

T

Tag Name

  • Definition: The name of a tag associated with a booking or lead.
  • Reports: Upcoming Tags

Tags

  • Definition: A list of all tags associated with the report's subject (e.g., a booking or lead).
  • Reports: All Leads, Tag Report, Upcoming Tags

Tax (Amount)

  • Definition: The total tax amount calculated for a booking at the time it was closed.
  • Reports: Completed Jobs, Completed Jobs (By Invoice Date), Base Daily Summary, Payroll, Revenue by Postal Code, Revenue by Zone, Sales Tax, Sales Tax Detail, Tech Daily Summary, Tech Daily Summary (Old)

Tax (Rate)

  • Definition: The tax rate applied to a booking.
  • Reports: Sales Tax, Sales Tax Detail

Tax Not Associated to Zone

  • Definition: The portion of total tax that comes from bookings where the service address postal code is not assigned to a defined zone.
  • Reports: Sales Tax

Taxable Revenue

  • Definition: The portion of "Total Revenue" that is subject to tax.
  • Reports: Sales Tax Detail

Technician

  • Definition: The name of the technician. This term can refer to the primary technician, any technician on a job (primary or secondary), or the technician who performed a specific action, depending on the report.
  • Reports: Booked Revenue, Booked Revenue With Branches, Completed Jobs, Completed Jobs (By Invoice Date), Estimates, Morning Meeting, Non-Revenue Jobs, Payroll, Refund, ReService Summary, ReService Summary With Branches, Tech Daily Summary, Tech Email Audit, Tech Revenue by Service with Branches, Tech Stats, Tech Tip Report, Technician Close Out (Old), Technician Revenue by Service, Tech User Invoice Link, (Unpaid/Overpaid) Invoices Summary, Waivers

Technician Notes

  • Definition: Notes left by technician on the job. 

  • Reports: Non-Revenue Jobs

Timezone

  • Definition: The timezone in which the data was recorded.
  • Reports: Revenue By Email Campaign

Timestamp

  • Definition: A specific date and time an event occurred (e.g., when a call took place or an invoice was closed).
  • Reports: Call Source Report, Completed Jobs, Completed Jobs (By Invoice Date), Invoices (Modified) Summary, Net 30 Payments, Payments by Payment Date, Sales Tax Detail

Timestamp Value

  • Definition: The timestamp value for a custom metadata field, used for time-based searches.
  • Reports: Clients by Metadata

Tip Amount

  • Definition: The tip amount given by a customer to the primary technician.
  • Reports: Completed Jobs, Completed Jobs (By Invoice Date), Tech Tip Report

Total $ Booked

  • Definition: The sum of the "Amount" column for all calls with a "Booked" status.
  • Reports: Call Source Summary, KPI Dashboard

Total Actions

  • Definition: A total count of all logged actions (e.g., taking a call, editing a booking, creating a lost sale) in the system.
  • Reports: Call Source, Call Source Summary, CSR Bookings

Total Booked

  • Definition: The total count of calls that resulted in a booking.
  • Reports: Call Source, Call Source Summary, Scoreboard Report, Base Daily Summary

Total Bookings

  • Definition: The number of non-cancelled, non-lost sale bookings with at least one service.
  • Reports: Confirmed Bookings With Confirmed Texts, Percentage of Completed Revenue Bookings with Product Report

Total Cash / Check / Credit Cards

  • Definition: The total amount paid by each respective payment type.
  • Reports: Payments Received

Total Commission

  • Definition: A derived attribute calculated as "Booking Commission" + "Add-on Revenue Commission".
  • Reports: Payroll

Total No Payment

  • Definition: The total amount that remains unpaid.
  • Reports: Payments Received

Total Refunds

  • Definition: The total amount issued in refunds.
  • Reports: Payments Received

Total Revenue

  • Definition: The grand total of revenue for a job, calculated as "Booked Revenue" + "Add-On Revenue" + "Adjustments". This is the sum of (price * quantity) for all products on the final invoice that are marked to "Affect Revenue."
  • Reports: Advertising, All Leads, Base Daily Summery, Bookings By User Source, Completed Jobs, Completed Jobs (By Invoice Date), Completed Jobs (Old), KPI Dashboard, Base Daily Summary, Morning Meeting, Open Invoices, Invoices (Completed, Pre-Approved), Promo Codes, Revenue by Postal Code, Revenue by Source, Revenue by Zone, Revised Revenue, Scoreboard Report, Reviews by Technician Report, Tag Report, Tech Daily Summary, Tech Daily Summary ("As Leader"), Tech Revenue by Service with Branches, Technician Close Out Report, Technician Close Out Report (Old), Technician Revenue by Service

Total Tax

  • Definition: The total amount of tax calculated on all completed revenue bookings within the specified date range.
  • Reports: Sales Tax

Truck Average

  • Definition: A derived attribute calculated as "Total Revenue" / "# of Trucks".
  • Reports: Base Daily Summary, Tech Daily Summary (Old)

U

URL(s) Clicked

  • Definition: A list of the unique URLs a recipient clicked in a marketing email.
  • Reports: Revenue By Email Campaign

Upsell Revenue Percent

  • Definition: The percentage of revenue from "Add-On Revenue," typically grouped by technician.
  • Reports: Technician Revenue by Service

User Account ID

  • Definition: The account ID associated with a system user.
  • Reports: User Report Audit

User Name / First Name / Last Name

  • Definition: The username, first name, and last name of a system user.
  • Reports: User Report Audit

V

Vans Owned

  • Definition: The total number of vans owned by the franchise.
  • Reports: Scoreboard Report

Vans Utilized

  • Definition: A derived attribute calculated as ("# of trucks") / (working days).
  • Reports: Scoreboard Report

Viewed Postal Code and Email

  • Definition: The number of online reservations where the postal code and the email input form were viewed by the user.
  • Reports: Online Reservation Completion Data

W

Waiver

  • Definition: The name of any waiver attached to a booking.
  • Reports: Waivers

Week [Date]

  • Definition: A column representing payroll revenue for the week of a specific date.
  • Reports: Payroll

Working Days

  • Definition: The number of days in the date range where at least one booking was completed.
  • Reports: Scoreboard Report

Y

Year Month

  • Definition: The year and month of the visitation date for the specified online reservation mode.
  • Reports: Online Reservation Completion Data

Z

Zip Code

  • Definition: The postal zip code for a billing or service address.
  • Reports: All Clients, All Leads, Call Source, Cancellation, Completed Jobs, Completed Jobs (By Invoice Date), Estimates, Lost Sale, Revenue by Postal Code, Sales Tax Detail, Tag Report, Upcoming Appointments, VIP Customers

Zip Ext

  • Definition: The 4-digit zip code extension of a service address.
  • Reports: Sales Tax Detail

Zone Name

  • Definition: The name of the geographical zone where a job is located or to which sales tax is applied.
  • Reports: Revenue by Zone, Sales Tax, Tag Report, Upcoming Appointments

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