Tech Dashboard
Are we able to edit the technician dashboard that they see from their side. I would like to add an efficiency KPI for them to view.
Posts
Reports
Can I run a report that shows cost of purchases and returns in the same report?
Sold vs Unsold Estimates Reports
This sounds complicated but I hope its an easy fix. Our techs go out on service, maintenance or sales calls. The sales calls are easy enough to track because the business unit is sales. However, when the techs go out on a service or maintenance call,...
Reporting on materials price with an item group
First some background. Most of our jobs are created as item groups with materials as sub items so markups apply correctly by dynamic pricing rules (we use this structure when a part number is already in Pricebook). However, this makes it seemingly im...
route efficiency
We have recently turned on Dispatch Pro for the electrical service department. It has shown to be very productive and efficient. Is there any type of route efficiency reporting that can be pulled to show the before and after when using Dispatch Pro?
Reports for dispatch pro use
Is there a way to create a report that shows how many of our CSR are letting dispatch pro assign jobs to techs vs our CSR doing it manually and by-passing dispatch pro.
Sales Reporting
Anyone not seeing office sales for won estimates on Dashboard Sales? They are not coming up under Report either. All my business units are turned on. I can find the original approved estimate and the completed job but the reporting is only showing th...
Reports showing new cust vs Install jobs
I am wondering if anyone has this built and working. I am trying to pull reports, without having to go through each customers account and scrub the list, that will show completed install jobs from new customer accounts.If I go to build a report based...
Form Submission Report Broken?
I had a scheduled report that allowed me to see content on a form submission and give me a daily report of what my Techs are filling out. Worked great. Now all of the sudden its got unavailable data and the columns I had selected on the previous repo...
Sales Report with Follow Up Sales
We try to one sit close every job but we have a team inside that follows up on unsold jobs. Our issue is when those jobs sell we are now needing to create a 2nd job, the second job is counting as a new opportunity even when the non op/no charge box i...
