APP Home Page

The Field Service Manager Homepage serves as a central control panel for tracking job activity, resource efficiency, and overall service performance. With interactive visuals and up-to-date metrics, it empowers managers to maintain transparency, improve scheduling, and ensure high-quality service delivery. With real-time visual insights and categorized job tracking, users can identify trends, monitor performance, and make data-driven decisions to optimize field operations.

Key Sections of the Home Page

Dashboard Summary Tiles

Located at the top of the page, these tiles provide quick insights into key metrics:

• Last month’s jobs: Displays the total number of jobs completed or handled during the previous month. This metric helps track workload trends and assess monthly performance changes.

• Current month’s jobs: Shows the number of jobs created or active in the current month. It provides a snapshot of current operational load and helps compare performance month over month.

• Open Jobs by Category: Indicates the number of ongoing or pending jobs categorized by service type (e.g., installation, callout, service). This helps prioritize work based on job type and urgency.

• Overdue Jobs by Service Engineer: Lists of the number of overdue jobs assigned to engineers. This helps identify delays or bottlenecks in job completion and ensures timely follow-ups.

Visual Performance Metrics

Several charts and graphs provide a detailed visual representation of jobs and service engineers:

• Open Jobs by Status: A visual (donut) chart showing the percentage distribution of jobs by their current status such as Assigned, Enroute, In Progress, or Completed. It provides a quick overview of job progression and workload balance.

• Open Jobs by Category: Displays a bar chart comparing the number of open jobs under each service category. This visual breakdown supports better task prioritization and resource allocation.

• Upcoming Jobs by Category: Shows the proportion of upcoming scheduled jobs segmented by category. This helps teams prepare resources and plan ahead based on upcoming workload patterns.

• Last Month’s Performance: Highlights top-performing service engineers based on the number of jobs completed in the last month. This encourages performance tracking and recognition within the team.

• Completed Jobs - Current Year / Month / Week: These tiles summarize job completion trends across different time frames yearly, monthly, and weekly. They provide insights into service throughput and help evaluate productivity over time.