DME: Service-Repair

  • *Revenue Goal / Actual / Week Forecast (Total; by Tech) (SR-D1)
  • *Tech Comp Goal /Actual by Tech (Total; Actual/Hr; % Comp to Revenue) (SR-D1)
  • PO Goal / Actual (Total; by Tech) (SR-D1)
  • Gross Margin (Total; by Tech) (SR-D1)
  • *Receivables (Total, 30, 60, 90, over 90) (SR-D2)
  • *Issues (SR-D3)

  • Jobs (Target #, Actual)
  • Job Type Number (A, B)
  • Closing Rate
  • Average Ticket

 

DME: Weekly / 1 X Items/ Call Center

  • General

    • *Tech Schedule / Capacity ( by 4 city areas)
    • *Techs – Work Skill Map
    • Receivables (Total, 30, 60, 90, over 90)
  • Weekly Maint

    • *Revenue Goal / Actual/ Week Forecast (Total; by Tech)
    • *Tech Comp Goal /Actual by Tech (Total; Actual/Hr; % Comp to Revenue)
    • PO Goal / Actual (Total)
    • Gross Margin (Total)
    • *Pool count #s
      • Current (by type, by Houston/DFW)
      • Gained (by type, by Houston/DFW)
      • Lost (by type, by Houston/DFW), Why?
    • *Issues
  • 1 X Items

    • *Revenue Goal / Actual/ Week Forecast
    • *List of ToDos
      • Filter clean, Salt Cell Clean, PPCs
    • *Current PPCS (by type, by Houston/DFW)
      • Gained (by type, by Houston/DFW)
      • Lost (by type, by Houston/DFW), Why?
    • *Issues
  • Call Center

    • *# Calls to Extension 109
      • Total Incoming
      • Total Booked & % (by Call taker, by Weekly, by 1 X, by Repair, by City)
    • *Office Schedule (at office, after hours phone)
    • *Issues