Red Dot Report

The Red Dot Report in DreamzCMMS provides a detailed summary of unresolved or pending jobs in field sales. It includes requester details, location, order type, status, dates, title, remarks, sales, collections, and time duration.

Benefits:

1. Priority Tracking: Highlights unresolved tasks for immediate attention.
2. Improved Accountability: Tracks pending jobs and responsible individuals.
3. Efficient Management: Ensures timely resolution of pending jobs.
4. Enhanced Planning: Helps allocate resources to critical tasks.

This report streamlines the resolution of pending tasks, improving efficiency and accountability in field sales.

Here is a reference video:

Follow these steps to access the red dot report:

From the menu click on Reports and then click on Red Dot Report.

Upon clicking, the Red Dot report for the pending jobs will appear.

You can also go the Action section and get a quick view of the job and take actions like Edit, Update Status of the job, add quotation, add invoice. You can also choose to see the detailed view of the job.