Customer Insights
Customer Insights provides a consolidated view of all key service and financial metrics related to your customers. Whether you are viewing a Company or an individual Contact, this section helps you quickly understand the current state of ongoing work, pending actions, and revenue generated.
With real-time visibility into open requests, active jobs, overdue items, and completed billing, Customer Insights enables service teams, dispatchers, and managers to make informed decisions without navigating across multiple modules. It highlights what needs immediate attention, identifies delays, and gives a clear picture of customer engagement and performance.
The insights are available at both the Company and Contact level, ensuring you have the right context—whether you are managing large companies or individual customers.
- Permission Required: Administrator profile
Company Insights
The company insights can be viewed in the Details page of a company record.
Open Requests: This count denotes the open requests, i.e., requests whose status is not Closed, Cancelled, or Cannot Complete.
Open Estimates: This count denotes the open estimates, i.e., estimates whose status is not Converted to Work Order, Cancelled, Expired or Rejected.
Open Work Orders: This count denotes the open work orders, i.e., work orders whose status is not Closed, Cancelled, or Cannot Complete.
Open Service Appointments: This count denotes the open service appointments, i.e., service appointments whose status is not Completed, Cancelled, or Cannot Complete.
Overdue Work Orders: This count denotes the work orders whose status is not Completed, and whose Due Date is in the past (before today).
Overdue Service Appointments: This count denotes the service appointments whose status is not Completed, and whose Scheduled End Date Time is in the past (before current time).
Overdue invoices: This count denotes the invoices whose status is overdue.
Amount Generated From Work Orders: This denotes the sum of the Grand Total from all the work orders whose billing status is Paid.
Contact Insights
The contact insights can be viewed in the Details page of a contact record.
Open Requests: This count denotes the open requests, i.e., requests whose status is not Closed, Cancelled, or Cannot Complete.
Open Estimates: This count denotes the open estimates, i.e., estimates whose status is not Converted to Work Order, Cancelled, Expired or Rejected.
Open Work Orders: This count denotes the open work orders, i.e., work orders whose status is not Closed, Cancelled, or Cannot Complete.
Open Service Appointments: This count denotes the open service appointments, i.e., service appointments whose status is not Completed, Cancelled, or Cannot Complete.
Overdue Work Orders: This count denotes the work orders whose status is not Completed, and whose Due Date is in the past (before today).
Overdue Service Appointments: This count denotes the service appointments whose status is not Completed, and whose Scheduled End Date Time is in the past (before current time).
Overdue invoices: This count denotes the invoices whose status is overdue.
Amount Generated From Work Orders: This denotes the sum of the Grand Total from all the work orders whose billing status is Paid.
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