The ServiceSight Dashboard is your window both into the system & to your business. It is the first page that you see when you log into the system every day and the screen that you will probably return to most often.
The Dashboard offers easy routes to your vital data, quick & simple ways to add new jobs & customers as well as insight into your businesses performance & efficiency.
All of this is achieved through five types of widget that can be added to your Dashboard. Each user can customise the Dashboard in terms of what widgets are added and where they appear. You can also limit access to certain widgets through applying security roles if needed.
This article will focus on using the Dashboard widgets and other article will focus on customising the Dashboard.
The Five Dashboard Widgets
1. The Global Search Bar
The search bar is a powerful entryway into your ServiceSight database. Here you can start typing any part of any customer name, contact, job, invoice or reminder and the system will quickly return any matching records.
In the above example you can see that from typing the word ‘building’ the system has found a contact, customer, some invoices, jobs & reminders. Simply click the entry you wanted to go to that screen. So if you were looking for the customer ‘Building Supplies’, I could even just type ‘build’ and then click on the entry ‘Customer Building Supplied Ltd’ to go to the customer record.
2. ServiceInSight – Business Intelligence Charts
Your ServiceSight system comes preconfigured with 10 KPI charts & graphs to give you insight into your business. These charts represent the most important information you need to help you grow & develop your business as well as improving customer satisfaction, cash flow and engineer efficiency.
The charts available are:
- Field Technician Productivity
- Field Technician Utilisation
- First Time Fix Rate
- First Time Fix Rate by Period
- Mean Time to Repair
- On Site Response Time
- Outstanding Jobs by Job Type
- Service Revenue per Field Technician
- Total Service Revenue
- Value of Invoices Raised
Most charts feature the ability to drill down to see further detail. You can see this by the small button in the top left-hand corner of the chart featuring an arrow pointing down. You can click here to drill down or click on a section of the chart instead.
Here we can see the progression when drilling into the Outstanding jobs chart. By clicking on the Call Out (dark blue) section the chart now shows the status of those call out jobs. Clicking into the Allocated (dark blue) section again I am presented with the actual list of job numbers that make up that portion of the chart.
When you have drilled into a chart you can use the up arrow buttons in the top right-hand corner to navigate either one step up (single arrow) or back up to the top level (double arrow).
3. Outstanding Job Statistics
This widget consists of four tiles. Each tile shows the number of jobs currently in each range of job statuses.
Unassigned jobs
Jobs that require an engineer to be assigned.
Active jobs
Jobs that are in progress ie and engineer has been assigned, is en-route or on site.
Ready to complete
Jobs that have been done by the engineer & now need to be checked & completed in the office.
Ready to invoice
Jobs that have been completed and can now be invoiced.
Clicking on the tiles will open the list of jobs and show you the jobs in question.
4. Quick Create Buttons
This widget adds four green buttons to the Dashboard providing a quick create facility for the four main parts of the database without having to use the menu bar at the top of the screen.
5. Engineer Status Carousel
The Engineer Carousel widget allows you to see what your engineers are doing, what jobs they have assigned currently & next and also a tally showing how many jobs they have finished of the ones assigned for today. It also links you to the engineer planner board & map as well as providing quick links off to the jobs being worked on today.
For the engineer James Dobson above we can see that he is currently on site at Travel Agents Ltd ad that his next job is at Phoenix Care Homes and that he has three jobs today in total. I can click on his name and the planner board will open so I can see all of his assignments & activities for the day. Alternatively I could click on either of the customer names for his current or next job to see the job in question.