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?
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.
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...
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...
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...
My request: Make materials + purchase orders expenses and labor expenses reportable by technician and business unit (and in Dashboards).Currently you can report on purchase order line items which is by item #, job #, or vendor. You can report technic...
Can y'all give these ideas some attention PLEASE!! I need to be able to run 1 report and build an audience for recurring visits that has the membership billing invoice balance!! COMMUNITY-I-2869COMMUNITY-I-1902
Hello! Does anyone know of a report or have the possibility of creating a custom one that can show us which technicians are using estimate templates? We are trying to do some comparisons with closing rates and those that consistently use or don't use...
Hi - can someone tell me how to run this report? We want to recognize our top spending clients.Thanks,Marilyn
Hi everyone! Earlier this year we released a new reporting template ”Form Submissions” to help you report on form responses. We have seen this new template being used to report on a variety of data such as tracking happy calls, inspections, membershi...
