This report allows you to check your cost per lead, marketing percentage cost and number of leads booked in a selected date Range.
What is Marketing Overview report
100
This is the listbox that shows salesman which appointments he has ran but not entered his dispo's
What is Your Missing Dispos
100
This listbox contains all customers that have not had and an appointment booked.
What is Pending leads listbox?
100
This is a list of all customers who have yet to have their projects scheduled.
What is Projects to be Schduled.
100
This allows you to view or edit a report listbox or editor.
What is Permissions.
200
This graph shows you month by month many leads you get in a certain time period.
What is Marketing Trends Report?
200
Owners like to use this listbox to check all potential business.
What is Unsold Proposals
200
This report shows daily totals of appointments booked by call center rep or by source.
What is Leads Calendar Report
200
This wizard helps the production department take a new contract schedule and post a payment all in one easy motion.
What is The New Jobs wizard?
200
This employee type allows you to see all calendar types
What is Admin?
300
With a push of a button this report will give you your average cost per lead, number of leads, and your marketing dollars used for month to date year to date and last 12 months simutaneously.
What is Marketing Kpi?
300
This bizwiz feature allows the user to set a date and time for a reminder to complete a specific action for a customer.
What is a Follow up?
300
This new feature in bizwiz it the quickest way for a rep to book an appointment
What is The book a new appt for customer wizard?
300
This report is used to findout your average gross profit margin over any specified date range.
What is At a glance report?
300
This sub tab in the admin section is where you will find the editors to add sources, manage materials, and edit your zones.
What is Look up tabes?
400
This module tracks and manages, lead generating contacts including Realtors, Engineers, and Property Managers.
What is Professional Contacts Manager.
400
This is the most popular sales report in bizwiz that gives you, ADL, close percent and total sales volume for any salesrep for any selected date range.
What is Sales overview report.
400
This listbox is where all customers that had an appointment but cancelled before there scheduled appointment time are stored.
What is Resets to Set?
400
This report can be used to help you order material.
What is Installed products by Foreman Report.
400
This allows you to enable and disable emails along with checking the email schedule and edit the email body.
What is Email tempates editor?
500
With the push of a button this new module allows you to email hundreds of bizwiz customers at a time.
What is Constant Contacts
500
This listbox can be changed by the admin to any desired date range to show quoted customers.
What is Custom unsold purposal box?
500
This report can show you by leads how many times the call center has attempted to contact a customer.
What is Pending Leads Report?
500
This feature allows you to remember to order out of the box products so they arrive on time.
What is Special Needs?
500
This employee type allows you to place an employee on the Monthly calendar.