Agemni offers a powerful hosted management solution that delivers positive results by streamlining sales and back office functions within a single software platform. Here's a list of things to expect from the Agemni/Grow Integration, as well as a description of the reports you can pull from Agemni.

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WHAT TO EXPECT

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REPORTS

Below is a list of the reports you can pull from Agemni, as well as a description of the fields available in each report.

Work Order Data: All work orders matching the selected contact or sale date range, including lead ID, account, work order ID, name, area, sales rep, promotion ID and name, kit name, type, status, campaign, provider, qualified, business and contact info, employer, sales rep manager, install date, appointment date, appointment status, start and end date, time entered, number TVs, work order type, upgrades, last modified date, last modified by, upgrades value, etc.

Word Order Appointment History: All appointments matching the selected date range, including work order ID, appointment status, appointment date, start and end time, technican ID, created date, last modified date, etc.

Employees: All employees last modified within the selected date range, including employee ID, name, contact, active, pay plan, address, has SSN, email, type, is lead rep, is sales rep, is tech, is manager, is regional, has DOB, hire date, expiration date, last modified date, etc.

Employee Time Cards: All employees clocked in within the selected date range, including hours worked, start time, end time, etc.

Lead Custom Fields: A list of custom data fields in leads, including custom field code, name, and value type.

Lead Custom Field Data: All data created in custom fields within the selected date range, including contact date, lead ID, last modified date, last modified by, and all lead custom fields.

Work Order Custom Fields: A list of custom data fields in work orders, including custom field code, name, and value type.

Work Order Customer Fields Data: All data created in custom fields within the selected date range, including contact date, account ID, work order ID, last modified date, last modified by, and all work order custom fields.

Basic Leads: General information for leads created within the selected date range, including contact date, lead ID, name, status, area, lead sales rep, promotion, kit name, type, campaign, provider, qualified, upgrades string, upgrades, upgrades value, etc.

Leads: More in-depth data for leads created within the selected date range, including business name, address and contact info, has SSN, has DOB, employer, sales manager, sales date, install date, who entered, time entered, number TVs, work order type, last modified date, last modified by, contact date, lead ID, name, status, area, lead sales rep, promotion, kit name, type, campaign, provider, qualified, upgrades string, upgrades, upgrades value

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