Reports: Create a report of old customers
We would like to generate a report that lists customers with whom we have not done business with in at least 3 months. RepairShopr knows the dates when invoices were closed, so this information would need to be combined with customer data as to whether or not they had any newer invoices. The goal would be to make personalized phone calls to older customers for customer service and to generate more business.
The MacSpa
shared this idea
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vernongeek
commented
Even better to add a drop down multi-selector to filter for specific service (Inventory) items.
Example: I want a list of all clients who's last system tune-up or malware removal was completed between 6-18 months. I set the date range of "Last Service Performed" and select "Tune Up" and "Malware Removal" in the Inventory pull-down and hit Run. I can view the list, export it or create a new customer list and use Marketr to send a reminder that their computer is due for maintenance.