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The Summary tab in the Contractor Scorecard dashboard provides a snapshot of your Providers' performance. It summarizes performance scores, repair and maintenance work orders and spend, location feedback, spend by work order priority, and providers' use of the ServiceChannel Provider mobile app for check-in.

There are 4 parts to the Summary:

You can download the data and email reports to recipients.

Note

By default, the Summary shows transactional data for all providers within the past 365 days. Use the all-inclusive filters along the top of the report to view by individual Providers, different date ranges, or other criteria, as needed.

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Provider Summary

This section provides an overview of how your contractors are doing with facilities services. Here you can see:

  • Row 1: Overall Provider grades for Repair and Maintenance key performance indicators. See Scorecard Score Grade and Calculations for an explanation of calculations.
  • Row 2: Number of Trades, Locations Serviced, Total Work Orders, and total Invoice Amount Paid.
  • Row 3: Number of Active Providers, number of New Locations that were opened in the Past Year, number of Declined Work Orders in the Past Year, and number of Invoices.
  • Row 4: Work Orders by Volume visualization, Average Invoice Amount for the past year, and Average number of Work Orders in the past year. 
    Image RemovedImage AddedThe Work Orders by Volume and Average Invoice Amount shows monthly trends on facilities spend. Peaks and valleys in this visualization may be indicators of issues happening in your facilities, which could be cause for a deeper analysis. Clicking data points in the graph will show you the underlying data by call date for a deeper analysis.


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Location Feedback

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This visualization illustrates the total number of work orders with Satisfactory and Unsatisfactory feedback. Below the chart is the percentage of work orders without location feedback.

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Work orders that are auto-confirmed with satisfactory feedback are excluded from this report.

This chart helps you, for example, identify whether your locations are complying with the feedback process, or reviewing the work orders that are not performed to satisfaction. Similar to the Work Order Spend chart, drill down into this visualization see Satisfactory and Unsatisfactory feedback data and work orders.



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Spend by Priority

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This visualization shows the committed spend based on the priority of work orders. A high spend on emergency or high-priority work orders may indicate, for example, a need for a stronger planned maintenance program or an adjustment in your issue list.


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Check-In Source

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This visualization shows whether providers used the ServiceChannel Provider Mobile App (or GPS) to check into work orders, or whether they used the IVR (telephone) system. This graph provides a discussion point between you and your providers in cases where you are looking for compliance on check-in rules based on your business practices.

Note

We recommend GPS check-in as it is more accurate as it is based on the GPS coordinates of your locations as listed in the Locations module. 

You can drill down to view work order details for each check-in source for a specific day.


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