The following video discusses utilizing the service performance tab to monitor and analyze key performance indicators (KPIs) related to the service side of the business.
Service Performance Tab Overview
Key Steps:
Trends:
Monitor KPIs such as average response time, first trip fix rate, total trips, average trips per service order, and number of non-scheduled orders.
Analyze trends from a revenue perspective, including open service orders, completed service orders, costs, profits, and margins.
New Business:
Review the aggregate graph displaying warranty and non-warranty new service business to assess the health of the service business.
Service Order by Trip Number:
Check the number of trips taken for each service job.
Hover over sections to view service request numbers and identify any anomalies or delays.
Performance:
Analyze costs, revenue, and profits displayed on the graph.
Differentiate between warranty and non-warranty service requests for a detailed performance analysis.
Service Request Report:
Access the service request report screen.
To add a new service request, click on the action icon (the plus sign) and fill out the necessary details.
Cautionary Notes:
Ensure data accuracy by inputting information correctly.
Regularly monitor KPIs to identify trends and address any issues promptly.
Tips for Efficiency:
Familiarize yourself with the KPIs and their significance for better decision-making.
Utilize the hover-over feature to quickly access detailed information.
Keep track of open and completed service orders to maintain operational efficiency.