Work Order Profitability By Technician and More!

Service Level Agreements, Automated Sales Commission, and Agreement Expiry Analysis 

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Create your own Financial Ratios Dashboard with trended Days sales in AR, Current Ratio, Quick Ratio or any other liquidity ratio.

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Service Management Business Intelligence Overview

 

Dashboards and reports with Work Order Profitability.

Service Work Order Profitability

Work order profitability is the single most important key performance indicator to a service company.  You need to know your Work Order and Agreement profitability by each of these factors individually and in combination:

  • Technician
  • Call type
  • Problem code
  • Work order size (your definition of large, medium, small)
  • Customer and Customer Location
  • Service Center
  • Salesperson
  • City
  • Zip code

Anterra’s Work Order Profitability Pivot grid is built from Service Transactions.  You can look at profitability over selected range of dates for any factor you want.

You can build any number of profitability reports and share them with other users if you are an administrator or each user can build their own profitability reports based on their own needs and save them for themselves.

Service Agreement Analysis

Anterra helps you control your service agreement renewals.  Our Agreement Analysis Pivot Grid shows you

  • Agreements that are expiring for a selected range of dates
  • How many days until expiry for each agreement
  • How long the customer has been with you
  • Has the agreement expired or failed to renew in the time period selected

Service Sales Commission Reporting

Calculating Service Sales Commissions in spreadsheets is typically an “endless trip to the dentist” for most service companies. As adjustments to work orders are made after they are closed, salespeople are constantly in conflict with the finance team as they point out commission errors that go against them. There is often significant animosity between sales and finance over commission calculations.

Anterra has successfully transitioned many companies into automated commission reporting. If a commission is incorrect it is always reflecting what is in the data. Salespeople quickly learn to look at the data instead of running angrily to the finance team.

Our sales commission reporting is unique per client as commission plans can vary. Our commission calculation capabilities include

  • Paying commissions when invoices are paid to align salespeople to the goal of cash collection
  • Paying different rates of commissions based on:
    • Each salesperson
    • Different types of invoices – i.e. monitoring vs service
    • Agreement invoices
    • Construction invoices – pay on job margin on draws with a true up when the job is closed

Please Contact Us to discuss your commission reporting needs.

Service Level Agreement Reporting

Track your adherence to your SLA’s for

  • Response Time
  • Resolution Time
  • First Time Fix rate

We’ve developed reporting that you can run over any range of dates!

You can finally know your adherence and breach rates before your customer tells you in your monthly meeting!

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