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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?

JHALL by New Contributor
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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.

RColon by New Contributor II
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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...

LuisEfren by New Contributor
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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...

ABeggsCW by New Contributor
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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...

Reports,

Help!!! I am trying to build a report for specific job types that don't have a recurring service at the location.

Tiffy76 by Contributor
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  • 1 replies
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Hours Per Task

I was wondering if there was a report that can be ran to determine an average amount of time spent on a specific task. Essentially, we have "Sold Hours" associated to task, but some technicians may finish earlier or later on a task. I was wondering i...

Lou1368 by New Contributor II
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