Once again, we'd like to say congratulations to our last weeks 5GB data winner. Moving forward, we've now got a brand-spanking new questionnaire about features you may or may not be using, so if you would also like the opportunity to win another free 5GB for your account, make sure to submit your response here!
Last week, we took the opportunity to remind you all about just how useful it can be to utilise our dynamic tags feature when you're setting up estimate templates. Following on from that, this week we'd like to remind you all about another fantastic feature that you can incorporate into your day-to-day workflows if you're not already: the 'Job Status' Widget.
As you're likely aware, we've got a bunch of super-useful widgets you can set up on your 'Reporting' page. These widgets are handy little systems of displaying information quickly and easily so you don't have to trawl through Commusoft to figure out, for example, how many parts you've got due to be delivered. The 'Job Status' widget (above), gives you a clear indication of the number of jobs you've currently got sat in the various stages of completion:
Without a diary event
These are all of the jobs that have been raised but do not yet have a diary event against them. This will be particularly effective for office staff when chasing customers for appointments and trying to fill entries into the diary.
This will show all jobs with diary events that are scheduled to take place on a date in the future.
These are all of the incomplete jobs that have at least one diary event in the past but do not have any scheduled for the future. For instance, a job might not have been completed due to parts having needed to be ordered. All of these customers will need to be contacted to book in their next appointment, or the job could be manually completed if it was left open in error.
These are all of the jobs that are on hold. This could be due to awaiting access or hard to obtain parts.
These are all of the jobs that have been completed but need to be invoiced, or made "free of charge". Once the final invoice has been raised, the job will be closed.
Not only are these widgets a quick way of seeing the information you're after, but, the info itself can take you through to a full list of the actual jobs in each stage, simply by clicking the fields displayed in the widget. In the screenshot of the widget above, you could just click the number 35 and you'd be taken straight to a list of any jobs in the 'Need attention' stage:
From here, you can further customise these lists by adjusting the 'Filters' along the top. These filters are automatically added to any report you click into. You can add more by typing the filter you're after into the dialogue box and selecting the right one from the drop-down. Then just hit 'Apply filters' to change up your list.
Utilising these filters can help customise the report which, in turn, can serve numerous purposes. A fairly common usage is to add a filter under the 'Type of job' heading which displays service jobs only, meaning you can keep an eye on any service jobs in the pipeline that may need actioning.
Once you start utilising the various widgets under your 'Reporting' page, you will see the ease with which you're able to navigate through to pertinent information through Commusoft. They, and in particular the Job Status widget, mean that you can quickly and easily find summaries, lists and other useful information all from the same place.
You can check our website for any further updates and we look forward to hearing from you this year!