How frequently is the dashboard data updated?
How frequently is the dashboard data updated?
In Insights and Reporting, most dashboards update their data every 60 minutes, except Financial Performance Dashboard which is synced overnight.
Where can I see what is the value of inspections revenue forecast for the months ahead? Billing contracts Do and Charge and Fixed
Where can I see what is the value of inspections revenue forecast for the months ahead? Billing contracts Do and Charge and Fixed
Where to find it: Insights and Reports > PM Forecast (under Operations)
Go to Insights and Reports > PM Forecast. The Contract Revenue Forecast section shows monthly revenue split by Fixed and Do & Charge, default next 12 months (you can switch this to suit).
For inspections specifically, use Insights and Reports > Revenue forecast instead. This view shows revenue per product/line item, with one column per month across a calendar year. Filterable by Property, Client, Client Group, or Branch.
Caveats:
This view splits by billing type (Fixed vs Do & Charge) but not by product. The standalone Revenue forecast report splits by product/line item but not by billing type. So there isn't a single screen showing "Inspections revenue, split by Fixed vs D&C, month by month".
It is a forward estimate assuming contracts continue unchanged, not a guarantee. Do & Charge accuracy is lower than Fixed since it includes a historical average for variable charges.
Read the full article here [ Billing Contract Revenue Forecast ]
Does the Realtime technician dashboard have GPS tracking?
Does the Realtime technician dashboard have GPS tracking?
The Realtime technician dashboard tracks task sessions throughout the day and is accessible via Insights and Reports > Realtime technician dashboard. This dashboard is limited to tracking the current sessions for each technician and doesn't include other forms of tracking such as GPS or other forms of geolocation.