On the Customer Record, there is a card which will give users quick visibility into the average work order total for a given customer.
Customer Record Summary Cards
Why don't we see the average work order total card on a customer record?
The card is likely not enabled in settings.
Navigate to Settings > Operations > Customer.
Toggle on Average Work Order Total card.
Click Save.
What is the dispatch fee threshold for?
This is the threshold set by a tenant to exclude any work orders from the Average Work Order Total card calculation if the work order does not surpass the dispatch fee threshold. The default is set to $85, unless the value has been changed by the tenant it can be expected that any work orders with a subtotal under $85 won't count toward the Average Work Order Total card.
How is Average Work Order Total calculated?
The card is calculated by looking at completed, active work orders for the customer where the subtotal was greater than the dispatch fee set in settings. If there are multiple work orders under a single project, it will be counted as (1) work order for the calculation.
Example:
Invoice #1 - $500 Subtotal (Not in a project)
Invoice #2 - $700 Subtotal (In project #1)
Invoice #3 - $9,000 Subtotal (In project #1)
*Both Invoice #2 & #3 will be viewed as a single work order since they're in the same project.
Calculation:
500 (Invoice #1) + 700 (Invoice #2) + 9000 (Invoice #3) = 10200 (Sum of subtotals)
10200 (Sum of subtotals) / 2 (Total completed & active work orders) = 5100 (Average)