Service Breakdown
The Service Breakdown report provides a comprehensive overview of the services provided, allowing you to analyze the quantity and value of each service within a specified period. This report is designed to help you understand service popularity, revenue generation by service type, and overall service performance.
Understanding the Sections
The Service Breakdown report is organized into several distinct sections, each offering a unique perspective on your service data:
Top Bar Filters
At the top of the report, you'll find several filters that allow you to customize the displayed data:
- All Companies: Filter services by specific companies.
- Service Type Filter (e.g., Air Conditioning): Select a specific service category (like "Air Conditioning" as shown in the example) to narrow down the services displayed. This filter will likely adapt to the service categories you have configured in your system.
- All Technicians: Select "All Technicians" or specific individuals to view services performed by them.
- Invoiced Jobs: Check this box to include only services associated with invoiced jobs.
- Start Date: Use the calendar icon to specify the beginning date for the period you want to view service data.
- End Date: Use the calendar icon to specify the ending date for the period you want to view service data.
- Go Button: Apply the selected filters to update the report.
- Export: Click this button to download the report data.
Understanding the Columns
The Service Breakdown report table displays the following information for each service:
- Service ID: A unique identification number for the service.
- Service Name: The name or description of the service (e.g., "Deposit," "Install 7kw Ducted System," "Vehicle Check").
- Quantity: The total number of times the service was performed within the filtered period.
- Service Value: The total monetary value generated by that specific service within the filtered period.
At the bottom of the report, you'll see "Total" for both "Quantity" and "Service Value," providing a summary of all services displayed.
Key Benefits of Using the Service Breakdown Report
- Service Performance Analysis: Identify which services are most frequently provided and which generate the most revenue.
- Revenue Tracking: Monitor the financial contribution of each service type over time.
- Resource Allocation: Understand which services require more resources or technician time, aiding in better planning.
- Pricing Strategy: Use service value data to inform or adjust your pricing strategies.
- Trend Identification: Spot trends in service demand, allowing you to adapt your offerings or marketing efforts.
- Data-Driven Decisions: Leverage insights from service breakdown to make informed business decisions regarding service offerings, staffing, and operational efficiency.
- Optimized Scheduling: As per your saved information, drag-and-drop scheduling makes it as easy as possible to find the right time and space for every job, with changes instantly reflected across the system. This capability can be leveraged to effectively manage the scheduling of various services, ensuring efficient allocation of resources and timely completion based on service demand.