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Question

Maint Visits Next Week With GM Below _%

  • September 14, 2026
  • 2 replies
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Hey everyone, I'm looking to build a report that we can look at on Friday that shows all the properties that are scheduled to be serviced the following week And the contract is below a certain gross margin. That way, We have a concise list of properties that we're behind on that we can meet with the crew leader on Monday morning or throughout the week to try to tighten things up. Has anyone built a list like this?

    2 replies

    mhellweg
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    • mhellweg
    • Inspiring
    • September 14, 2026

    ​@Chap I have not built this list, but it sounds like it’s a work ticket report including completed and scheduled tickets through the following week grouped by Opp Name and then status with the GM displayed. Not sure if that’s clean enough for what you’re looking for.

    Things are messy | Do it scared | Be helpful | Have fun
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    • Chap
    • Author
    • New Participant
    • September 14, 2026

    Thanks! The Status settings helped. The way I have it now is WT---Status (Complete, Scheduled)---Opp Start Date (Oct ‘25 - Sep ‘26); Grouped by Crew Leader then Property Name. Will keep playing with it.

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