CONNECTED SERVICE WORKFLOWS
See the work that needs your attention.
Compare the open pipeline, maintenance activity and contract follow-up to decide which records need attention next.
INSIDE THE APPLICATION
Your dashboard, at a glance.
Review service type, system type, quote counts, clients and technician completion together.
INSIDE THE APPLICATION
Service Analysis.
Review service quotes across the selected period by equipment type, service type and location.
Service analysis
Tools for the work ahead.
Review the open pipeline
Use date filters and quote counts to understand service, maintenance and vendor quote activity. Keep recent quotes, their locations, technicians and creators in view.
Find the next follow-up
Review expiring contracts and billable work alongside quote progress so the office can identify the records that need attention.
Understand entry completeness
Review average quote-entry completion and technician completeness grades. These describe the information entered on quotes, rather than the quality of work performed.
Explore service, PM and vendor analysis
Use dedicated analysis views to examine service quote status, preventive maintenance activity and vendor quote progress.
How the workflow fits together.
01
Set the period
Choose the dates relevant to your review.
02
Review the activity
Compare pipeline status, maintenance activity and entry completeness.
03
Follow the record
Use the underlying quote or contract details to plan office follow-up.
BEFORE YOU CHOOSE
What would you like to know?
Can I choose a reporting period?
Date filters help focus quote activity and analysis on the period you want to review.
What does entry completeness measure?
It describes the information recorded on quotes, rather than the quality of service work performed.
See how your service workflow fits together.
Choose the quote activity and maintenance priorities you want to review.