In this article, you will learn how to monitor your team’s performance.
Workiz makes it easy to understand how your field techs are performing, giving you access to the team members with the highest number of jobs, cancellation rates, and highest profit with just a few clicks.
How to monitor field tech performance
- From the sidebar menu, select Reports
- Select Job Statistics
- Select the Tech performance tab
The Job Statistics report will provide you with two graphs that show you a breakdown of techs who have the highest amount of sales and jobs done.
The table below the graphs also provides you with a comprehensive breakdown of all the jobs assigned to a tech, as well as the number of jobs done, canceled jobs, cancellation rate, average amount of profit, and more.
Modifying the Job Statistics report
The Job Statistics report can only be modified to display jobs:
- From specific service areas
- With specific job tags
- From specific time periods
- Based on creation date, scheduled date, or closure date
If you would like to display other specific information relevant for your business, consider creating a custom report. To learn more about creating custom reports, please see this article.