The Service Reports feature of Top Producer 8i enables you to regularly gather all of the service activities that you performed for a single listing or closing into a report for either publishing to the Customer's Web Page or sending as a marketing link in an email message. In addition, scheduled listing or closing activities can be included in the listing/closing's service report when you mark them done.
Two varieties of service report are available: cumulative and periodic. Cumulative reports include every activity performed for the listing based on its Listing Date, and for the closing based on its Acceptance Date. Periodic reports include every activity performed for the listing/closing since the last report was generated or can be created based on a date range.
Service reports are created in three steps: first the report is scheduled or "added" to the listing or closing, then the report is automatically generated at its scheduled time and added to the Service Reports summary screen, then the report is published and a link to it sent to the clients.