11. Reports

On the reports page there are several different reporting options for you to use in managing your jobs and bids. Any of these reports will be opened in Excel where you can make changes as needed.

  • List Report

    This is a list of items in the order that they were taken off.

  • Order Forms

    Whether it be the rectangular fitting or the oval pipe order form, they all have the same format and all are fully editable once opened.

  • Final Bid Sheet

    This report needs to be set up. You can do this by clicking on the “Set Up Final Bid Sheet” button. This will allow you to assign specific rows and columns for your information that is being pulled from FABshop.

List

Duct List

Final Bid Sheet

Summary

Liner

Joint