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<< Click to Display Table of Contents >> Navigation: MLS 2026 Operations & Reference Guide > Client & Service Unit Management > Client & Service Unit Reports |
The Client and Service Unit reports provide management, marketing, service tracking, and historical analysis tools for your business. These reports help you monitor client activity, review service history, evaluate profitability, and maintain long-term relationships with your customers.
Because MLS 2026 tightly links:
•clients
•service units
•workorders
•parts
•labor
•recommendations
•follow-up communications
the reporting system can provide detailed operational insight with very little additional data entry.
This report provides a summary listing of:
•each client
•their contact information
•all associated service units
The report is especially useful for:
•reviewing account relationships
•confirming ownership records
•locating service units assigned to a client
•verifying imported or converted data
The report includes:
•company or client name
•address
•phone numbers
•assigned service units
Options allow printing:
•clients only
•service units only
•both together
This report is frequently used during:
•data cleanup
•customer account reviews
•fleet account management
•migration verification after importing data from older systems
The Client Service Summary provides a quick overview of:
•all clients
•their accumulated service totals
This report helps management identify:
•high-value clients
•frequent service customers
•commercial accounts
•inactive accounts
The report is commonly used for:
•client retention programs
•marketing campaigns
•customer appreciation programs
•management review
Clients may be grouped into categories using the:
👉 Code field
on the Client Data screen.
This report summarizes sales activity based on those categories for any selected date range.
Examples include:
•advertising source tracking
•fleet vs retail customers
•geographic areas
•referral programs
•service specialization
•customer demographics
This report is especially useful for evaluating:
•advertising effectiveness
•customer acquisition trends
•market segmentation
•sales concentration
This report provides detailed service totals for an individual client during a selected date range.
The report includes:
•workorder totals
•dates of service
•detailed charges
•accumulated totals
This allows management to review:
•service history
•purchasing habits
•account activity
•long-term value
To generate the report:
1.Select the desired date range
2.Locate the client
3.Select the account
4.Generate the report
This report is often used for:
•fleet reviews
•commercial accounts
•warranty discussions
•customer relationship management
MLS 2026 can automatically generate Microsoft Excel spreadsheets containing client information for external analysis or marketing purposes.
The spreadsheet may include:
•Company Name
•Last Service Date
•Year-to-Date Service Totals
•Contact Name
•Address
•Phone Numbers
The report is filtered by:
👉 last service date range
Only clients with service activity during the selected period are included.
Typical uses include:
•mail merge campaigns
•marketing analysis
•CRM import
•customer retention programs
•spreadsheet analysis
The generated spreadsheet is automatically saved into the standard Documents folder.
This report provides a listing of all clients with valid email addresses entered into the system.
The report includes:
•client name
•city
•email address
This report is useful for:
•marketing campaigns
•service reminders
•newsletters
•follow-up communications
•CRM synchronization
This report creates an Excel spreadsheet containing:
•client information
•service totals
•spending history
The report may be generated for any selected date range.
Management commonly uses this report for:
•sales analysis
•client ranking
•revenue tracking
•budgeting
•forecasting
MLS 2026 can automatically schedule and track follow-up communications.
This report provides a listing of:
•pending follow-ups
•completed follow-ups
•scheduled communications
•automated reminders
The report may be filtered by date range.
It is useful for:
•monitoring customer contact activity
•verifying automated email delivery
•customer retention programs
•service reminder management
This report provides a listing of:
•all parts purchased by a client
•all parts utilized on service units associated with that client
The report is filtered by:
👉 selected date range
This report is useful for:
•warranty review
•fleet maintenance tracking
•identifying repeat failures
•historical repair analysis
•commercial account review
The Expense Report provides a breakdown of repair and maintenance costs for a selected service unit during a specified time period.
The report summarizes:
•labor charges
•parts charges
•totals
•repair frequency
This report helps clients evaluate:
•maintenance trends
•ownership costs
•repair history
•replacement considerations
Management often uses this report during:
•major repair discussions
•vehicle replacement recommendations
•fleet evaluations
•long-term maintenance planning
This report lists all parts utilized on a selected service unit during the specified period.
The report is especially useful when:
•clients recall previous repairs
•warranty questions arise
•duplicate repairs are investigated
•technicians need historical information
The report allows quick verification of:
•previously installed components
•recurring repairs
•maintenance history
•service patterns
•Keep client contact information current
•Regularly review inactive accounts
•Use breakout codes consistently
•Verify email addresses during each visit
•Use spreadsheet exports for marketing analysis
•Review expense trends with clients during major repair discussions
•Maintain accurate service unit ownership records
•Use automated follow-ups consistently
•Client Data
•Service Unit Data
•Service History
•Preventative Maintenance Scheduler
•Workorder Processing
•CRM Interfaces
•Inventory Reporting
•Follow-Up Communications