On the customer record, there is a card which will give users quick visibility into the average job total for a given customer.
Customer Record Summary Cards
Why don't we see the average job total card on a customer record?
The card is likely not enabled in settings.
Navigate to Settings > Operations > Customer.
Toggle on Average Job Total card.
Click Save.
What is the dispatch fee threshold for?
This is the threshold set by a tenant to exclude any jobs from the Average Job Total card calculation if the job 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 jobs with a subtotal under $85 won't count toward the Average Job Total card.
How is Average Job Total calculated?
The card is calculated by looking at completed, active jobs for the customer where the subtotal was greater than the dispatch fee set in settings. If there are multiple jobs under a single project, it will be counted as (1) job 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 job 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 jobs) = 5100 (Average)