Dashboard
We have developed a fantastic LIVE dashboard to give you a bird's eye view of your operations. Engage with your dashboard throughout your day to monitor the health of your operation. The dashboard is divided into three major sections.
- WORK ORDERS
- OPERATIONAL METRICS
- USER ACITIVITIES
Let’s explore each section.
1. WORK ORDERS: Click on each tile to go into their respective work orders.
2. OPERATIONAL METRICS: Each tile provides further insight into your operation. Click on each tile to interpret and investigate the details
SCHEDULES
- This provides a summary of all the "In Progress" and "Completed" schedules (visits). When your Technicians click on "Complete" in the mobile app, it is reflected in this graph.
- You may also want to investigate why the Actual Hours differ from the Scheduled Hours.
ESTIMATES
- This provides a quick view of the totals of all "Approved" and "Pending" estimates.
- All Approved estimates require some action to either convert to a work order or to close it out.
CLOSED ORDERS
- This provides you with a trend graph for the past 24 months. Observe year-to-year trends to plan the future.
DAYS OFF
- Quickly view upcoming days off to plan daily operations.
- Quickly add days off from this tile.
SERVICE PROVIDER STATUS
- This provides a live update of your Technician’s status.
- Click on each Technician to view the last 15-day history.
SERVICE REQUEST
- Attend to your customers timely, that have a submitted a request through your website.
3. USER ACTIVITY:
- Monitor your Technician’s activities throughout the day. As your Technicians completes, the work you are notified through the User Activities List.
- Click on the activity to open up the work order.
- Click on the map icon to view where the Technician performed the activity.
