Orange Dot Report

The Orange Dot Report in DreamzCMMS highlights jobs marked as "Work In Progress" in field sales. It includes requester details, location, order type, job status, date, title, remarks, sales, collections, and duration.

Benefits:

1. Real-Time Tracking: Monitors ongoing tasks for better progress visibility.
2. Improved Coordination: Helps manage resources for active jobs.
3. Enhanced Accountability: Tracks responsibility for work in progress.
4. Operational Efficiency: Supports timely updates and task completion.

This report ensures effective monitoring and management of active field sales tasks.

Here is a reference video:

Follow these steps to access the orange dot report:

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

You will be able to see this following report where from the Action section you can get a quick view of the job.

You can also Edit, Update Status, Add Quotation, Add Invoice as well as get a detailed view of the job.