Declined Services Report

This report lists customers who’ve declined services, along with descriptions of the services they did not authorize, during a selected date range. You can generate the report for all customers, a single customer, or by salesperson. When generating the report for all customers or by salesperson, you also have the option to limit the information retrieved to a single checklist and inspection area.

To generate a Declined Services Report

1. Select Reports from the Closing menu. The Report List appears with the Close tab selected.

2. Select Declined Services Report, and click Launch. The Declined Services screen appears.

3. Select the starting and ending dates for the report’s date range.

4. To retrieve information for a specific customer, click Customer and look up the customer. Otherwise, leave this field empty.

5. To retrieve information for a specific salesperson, click Salesperson and make a selection from the list that appears. Otherwise, leave this field empty.

6. To retrieve information for a specific checklist and inspection area, select the name of the checklist from the Service Checklist drop-down list. Then make a selection from the Inspection Area drop-down list. You can disregard the numbers listed to the right of the service checklist and inspection area names.

Note: If you use the Epicor® Integrated Service Estimator™ with your TireMaster system, select the ISE checklist instead of the generic checklist set up for use with the Integrated Service Estimator.

7. Select or clear the check boxes to define whether services should be included based on the condition of inspection areas.

8. To organize the report by inspection area, select the Group by Inspection Area check box. Otherwise, leave the check box alone.

9. Click Print.The Report Window appears.

10. Print the report and close the Report Window.