Molo, Inc.

"How do I view unbilled service jobs, including costs, job details, and work order information?" Resolution Steps Go to Reports → Service → ...

"Can you explain the reservation revenue report?" Resolution Steps Navigate to Reports > Finance > Reservation Revenue. Select th...

"How do I generate a list of customers with contact and vessel details?" Resolution Steps Go to Reports from the main menu. Select Contact ...

"How can I generate a report showing vessel insurance details for all customers?" Resolution Steps Go to Reports from the main menu. Select...

"How do I generate a report of contact charge and statement preferences, including auto-charge details?" "Is there a report that shows me ...

"How do I review all activity notes, including edits and deleted notes, for contacts and vessels?" Resolution Steps Go to Reports from the m...

"How can I review which users have access to Molo, their roles, and permissions?" Resolution Steps Go to Reports from the main menu. Select...

Finance Revenue Report – Shows total revenue from invoices within the selected date range (based on Invoice Date). Excludes tax. Displays all invoiced ...