Case-Creators Investigation Reporting

From Case-Creators:

The Private Investigator Reporting set up allows you to enter and view all your investigation information in one place. You can enter information related to your client, suspect/target, witness, associates, victims, vehicles, address, surveillance, evidence, investigation notes, a report narrative, along with a calendar and To do list. One you have entered information related to a client, suspect, witness or one of the other sections in the main reporting tab the information is transferred as needed to the different reports as well as the billing section. If a returning client brings you a new case, you will be able to enter their basic information by making a choice from your clients list, once you make a choice from the client list the clients basic information is entered into the client form and then transferred to your billing section and reports. When entering you clients information, either a new or returning client, you also entered you rate information related to hourly charges, mileage and copies. This information along with your client information is transferred to your billing section. During the investigation you enter information in the daily task list, related to activity, hours, mileage, copies, and out of pocket expenses. All of this information is then complied into a detailed invoice or statement for printing. You can print individual reports as needed during the investigation or at the end of the investigation. You have the option to print a Master Report which contains all of the information related to a particular investigation. You can also print case folder and mailing labels containing information related to the client information and case number. You can also view the calendar in a monthly or daily view, both of which allow you to view your appointments