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in this video Im covering following up with clients after ten days of service so go to reports and then go to the completed work order details set your dates to ten days ago so today happens to be the eighteenth so Im gonna go with lets say the 8th and then apply my list of clients show up actually just to give you a better example Ill do the full week so I have a bigger list now from here I can see everything that was done so scrolling right it has whether or not there are PDF documents attached photos attached to any private notes all report findings if it was paid or not and then I can also go with the work order invoice number I can review all of that plus the location name so when I want to access the actual account Im going to right mouse click open this in a new tab so I keep my report open and access the customer location which has all of my phone number information here and I can also then go to tasks and create a new task Im going to say follow-up call and then in the
