New Feature Launch – Summer 2024
By Service Geeni Product Team | 10 Jul 2024
We’ve gone data mad this Summer and launched 10 new standard reports and dashboards into Service Geeni! Making it much easier for you to see what’s really going on in your business.
We understand that articulating and implementing reporting needs can be challenging, especially when starting from scratch and with limited resources. These ready-to-use tools empower your service business with valuable insights, making decision-making easier and ultimately boosting profitability.
Take a look at these new reports and dashboards, now available as standard in Service Geeni:
- Jobs Dashboard
- Engineer League
- Problematic Equipment
- Job Analysis: Time to Close
- Job KPIs
- Jobs Completed Overview
- Engineer Summary: Jobs
- Equipment Deal Dashboard
- Hire Contracts
- Supplier Analysis
1. Jobs Dashboard
Our “Jobs” dashboard offers a centralised hub for monitoring all jobs and their statuses, categorising them into service and repair work. With real-time updates and advanced filters, you can maximise efficiency across the team. This tool allows you to swiftly grasp the status of all jobs at any one time and anticipate future demands. For instance, you can spot trends in unscheduled service jobs, helping you make smart resource decisions for the future.
2. Engineer League Report
Similar to the “Capacity Planning” report, but with more of a focus on the engineers as individuals, rather than assets, the “Engineer League” report offers managers a quick overview of engineers’ workload and performance. This report makes it easy for you to compare engineer output and productivity. For example, if some engineers are completing less work than others, managers can investigate and take action. Such as, providing extra training or adjusting tasks. Conversely, if some engineers are handling too much work, tasks can be shifted to even out the load. Ultimately, this report is crucial for managing the team effectively and optimising operations.
3. Problematic Equipment Report
An incredibly useful report which highlights problematic pieces of equipment. This report breaks down equipment prone to frequent failures and repairs, helping identify assets impacting operations. It enables strategic asset management by highlighting troublesome equipment, allowing for data-driven decisions on replacement or upgrade. For instance, if a specific make or model consistently incurs repair costs, you may choose to replace it with a more reliable alternative. This proactive approach reduces repair expenses and boosts operational efficiency in the long run.
4. Job Analysis: Time to Close Report
The “Job Analysis: Time to Close” report offers a detailed view of job completion times, including averages and statistics by engineers, facilitating performance analysis and process enhancement. For instance, if there’s a need to identify engineers taking longer to complete tasks, this report provides essential data. By leveraging this information, managers can delve into the underlying causes and implement strategies for improvement, leading to enhanced operational efficiency over time. This data-driven approach not only improves productivity but also enables better resource allocation and workload balancing within the team.
5. Job KPIs Report
The “Job KPIs” report is a consolidated dashboard showcasing essential Key Performance Indicators (KPIs) related to job performance, tailored for senior stakeholders’ needs. It offers a clear breakdown of job statuses and types in an easily digestible format. This comprehensive overview is incredibly useful when it comes to monitoring performance, identifying trends, and making informed decisions. For example, a project manager can use it to analyse job volume and types over the past three months, which helps them with resource planning and task prioritisation going forwards.
6. Jobs Completed Overview Report
The “Jobs Completed Overview” report offers a clear snapshot of completed tasks within various time frames (today, this week, this month… etc). Presented in a user-friendly dashboard or table format, it helps you to quickly assess completed job volume and distribution. This report makes it easy to monitor job completion trends, providing insights into recent completions and what type of jobs they were. For instance, a manager can easily track this week’s completed jobs to gauge team productivity and plan upcoming tasks.
7. Engineer Summary: Jobs Report
The “Engineer Summary – Jobs” report gives a detailed overview of job assignments by engineer, tracking the status of each job, whether issued, completed, invoiced, or submitted. This real-time tracker helps businesses with workload management and performance evaluation. Managers can easily identify engineers with pending jobs so they can follow this up internally to make sure the job is completed on time. This report helps you balance workloads efficiently and reallocate tasks among team members where necessary, ensuring productivity and preventing burnout.
8. Equipment Deal Dashboard
The “Equipment Deal” dashboard provides an easy way to view equipment sales, including both summary and detailed perspectives of the deals. It acts as a real-time tracker, offering insights into the performance and progress of each deal. This report is useful for monitoring and managing equipment sales, providing an easy-to-understand overview and detailed analysis. For example, a sales manager can monitor deals from start to finish, spotting any that need attention. This helps manage deals effectively, ensuring they move forward smoothly.
9. Hire Contracts Report
The “Hire Contracts” report offers detailed insights into equipment hire operations tied to specific contracts and customers. It tracks the status of each piece of equipment, providing a real-time overview of active, off-hired, and returned items. This report helps hire businesses manage operations by offering both a quick status view and detailed information on each item, including exceptions. For instance, you could use it to assess equipment utilisation and make informed decisions about reallocating resources for maximum efficiency.
10. Supplier Analysis Report
The “Supplier Analysis” report consolidates data related to suppliers, including purchase orders, invoices, sales/growth, and stock. It helps businesses understand their relationship with each supplier in terms of transactions and inventory. This report gives you an overview of spending across suppliers and their sales growth, which helps with strategic decision-making. For instance, a procurement manager can leverage the report to negotiate better discounts by showcasing the total spend across suppliers, thereby potentially securing more favourable terms and cost savings.
If you have any questions about how to use these reports, please contact your Customer Success Manager who will be happy to help. Happy Reporting!
If you’d like to look back at some of the new features we’ve released recently, take a look at the article New Feature Launch – March 2024.
