Overview
The Booked Inspection Report provides a breakdown of customer service representative (CSR) activity for recurring services. The report also gives revenue totals for recurring services and leads generated from recurring service jobs. Data in this report is based on booked inspections created within the report date range.
Who uses this feature
Managers and administrators
Things to know
Use this report to view the number of outbound calls made through upcoming recurring service events, number of booked inspections (booked jobs for recurring services), number of inbound calls booked (inbound calls for which a job was booked for a recurring service), revenue from recurring services, and revenue from leads generated on recurring service jobs.
To automatically receive the Booked Inspection Report regularly, click Schedule next to the name of the report. See Schedule reports.
Run the report
Click Reports in the main navigation menu.
On the Reports screen that opens, click Legacy Reports.
In the Search field, search for Booked Inspection.
Click the report name. Then you will be able to set filters and run the report.
Filter the report by choosing dates in the From and To fields. This date range corresponds to the day the CSR received the call. Optionally, click Download PDF to download a PDF of the report or click the dropdown arrow to select CSV, XLSX, or long-running XLSX formats.
Click Update.
Report columns
The following Key Performance Indicators (KPI) measure CSR activity specific to recurring services.
Outbound Calls |
Total number of outbound calls made through upcoming recurring service events. To view the number of outbound calls made through upcoming recurring service events, go to the navigation bar and click Follow Up > Recurring Service Events.
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Booked Inspections |
Total number of booked inspections. Booked inspections are recurring service jobs booked from outbound calls. Booked inspections include jobs booked without a lead.
Calculation - Outbound Calls: [Sum of outbound calls dialed from the recurring event page]
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Conversion Rate |
Booked inspection conversion rate. This is the percentage of booked inspections from outbound calls dialed from the event page out of the total number of outbound calls dialed from the event page.
Calculation - Conversion Rate: [Total number of booked inspections from outbound calls] / [Total number of outbound calls] *100
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Inbound Calls Booked |
Total number of recurring service jobs booked from inbound calls.
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Rev from Rec Service |
Total revenue from recurring services. This is the subtotal on the invoice from the booked inspection (recurring service job).
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Rev from Lead Job |
Total revenue from leads generated on recurring service jobs. This is the subtotal on the invoice from leads generated from recurring services.
Calculation - Rev from Lead Job: [Sum of invoice subtotals for recurring service leads]
Trigger: Job completed
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