ServiceLedger White Papers
Dashboard & Information Management Software Made Easy
ServiceLedger provides the ability to gain insight on your service organization by viewing critical data that can be used to make important business decisions every day. The Dashboard allows you to view the overall health of your organization, identify strengths and weaknesses and perform analysis to identify trends. ServiceLedger provides the business intelligence you require to increase efficiency and improve profitability.
Key Capabilities
- Dashboard allows you to view up to four panes of data and view data in either graphical or data format
- Get invaluable insight on your entire operation
- Identify trends that can prepare you for your busy and non-busy seasons
- Identify strengths and weaknesses in your operation
- Robust information reporting utilizing Crystal Reports
- Over 100 reports with parameter options to allow you to slice and dice the information within any specified time period so you can report on the data you wish to report on.
- No limit on the types of reports you can create with Crystal Reports.
- Email notification alerts allow you to create email notifications for different tags, rules and events and allows ServiceLedger to process the email notifications based upon your defined schedule.
Below you will find information on our most common functions of the dashboard function with sample screenshots. If you have any other questions regarding our service dispatching software, please do not hesitate to call us at 940.497.2834 or email us at sales@serviceledger.com.
Dashboard View
Select between any of the existing graphical or data options available to gain insight on your business including revenue history, work order/job counts, quote conversions, tech profitability and utilization and more. Allows you to view data in either graphical format or raw data format so that you can easily get to the data you need. Very customizable to allow you to easily change graphs and view data in different period formats.
Snapshot View
Snapshot views allow you to quickly gain insight on any particular module or manager of ServiceLedger and let you know what is going on and what needs attention. The Today View lets you see what is going on today and views like Service, Quotes, Equipment, etc. lets you know what is going on with those modules of ServiceLedger. The purpose of the snapshot views is to help you know what is going on and make certain nothing falls through the cracks.
Reporting
ServiceLedger uses Crystal Reports for its report writing engine. ServiceLedger provides over 100 reports and you can modify or create new reports with a copy of Crystal Reports Professional or hire our report writing team to create or modify reports for you. Most reports provide you with parameter windows allowing you to slice and dice and dig for the information you want within a specified time period. There is no limit on the types of reports you can create with ServiceLedger and a copy of Crystal Reports Professional.
Email Notification
Email notification alerts allow you to define different tags, rules and events in which email notifications will be sent and allows ServiceLedger to process the email notifications on a defined schedule. In addition to our standard email notifications, it is easy to have us create any custom email notification alerts you require.