Viewing Work Metrics from the Homepage

Confirmation Required Status The Confirmation Required status reflects the total number of open work orders, including the number that have missed the scheduled date (no-show) and the number at each priority level. Clicking on a number navigates you to the Work Orders List, with the corresponding status and priority applied.  Here is the list of metrics and their definitions: Metric Total number The number of all work orders that are in the Open status not filtered by priorities. No-Show The number of all Open work orders that have missed the scheduled date. Less than 8 hours The number of Open work orders that need to be completed in less than 8 hours. The 8-24 hours work order priority The number of Open work orders that need to be completed from 8 to 24 hours. The 24-48 hours work order priority The number of Open work orders that need to be completed from 24 to 48 hours. The 48+ hours work order priority The number of Open work orders that need to be completed in more than 48 hours. Pending Arrival Status The Pending Arrival status shows the number of the work orders that you are potentially or actually late to arrive on-site. Clicking on a number navigates you to the Work Orders List, with the corresponding statuses and scheduled date applied. Here is the list of metrics and their definitions: Metric Total number The number of work orders with In Progress / Dispatch Confirmed statuses and on which your technicians have not checked in yet. Late (Over 1 day) The number of the In Progress work orders with missed scheduled dates over 1 day. On their way (1 day away) The number of the In Progress work orders that are 1 day till the scheduled date expires. In Progress Status The In Progress status shows the number of the work orders on which the technicians started working (checked in). Clicking a number navigates you to the Work Orders List, with the corresponding statuses applied. Here is the list of metrics and their definitions: Metric Total number The number of all work orders with the In Progress status on which you have started working. On-Site The number of the In Progress work orders with the On-Site extended status. No action in 7 days The number of the In Progress work orders on which you have not taken action for 7 days. No action means: No Attachments added No Status changes No Extended Status changes No Note added Completed and Canceled work orders are not included. Return Required The number of the In Progress work orders with the Unsatisfactory extended status. Awaiting Quote The number of the In Progress/Waiting for Quote work orders where additional parts or labor is needed, so a provider has submitted a price quote for the additional resources. Review Status The Review status shows the number of the work orders that require your return or still waiting to hear back from clients. Clicking on a number navigates you to the Work Orders List, with the corresponding statuses applied. Here is the list of metrics and their definitions: Metric Total number The overall number of the work orders that require clients’ review or your return except for Canceled and No Charge work orders. Pending Review (Need Clients’ review) The number of the Completed work orders that are waiting for clients’ confirmation. Unsatisfactory (Work not accepted by Client) The number of the Completed work orders that clients are not satisfied with.

Status Requested (RFP) Requests for proposal (RFPs) submitted by your clients for which you have not created proposals yet. Click the metric to navigate to the RFP(s) List and create proposals for RFPs. Open Proposals sent to your clients on which they have not taken action yet. Waiting Review Proposals that your clients placed on hold as requiring further review. Approved Proposals approved by your clients. Rejected Proposals rejected by your clients.

Status Requested Work orders in the Completed or Completed/Confirmed status you need to create invoices for. Click the metric to get to the Work Orders List and submit invoices. Open Invoices sent to your clients on which they have not taken action. Waiting Review Invoices that your clients placed on hold as requiring further review. Approved Invoices approved by your clients. Rejected Invoices rejected by your clients.