Mobile Scorecard is a new feature in the Field Mobile App that lets technicians track their sales and performance metrics so they can improve results while in the field.
What's new?
Before, technicians using the Field Mobile App had to ask office staff or managers to share performance reports or wait for meetings to see how they were doing. Now, technicians can access their scorecard directly from the Menu screen in the Field Mobile App. This allows technicians to view their own performance by date range and division. The scorecard shows metrics such as close rate and revenue averages. There are no new settings pages or permissions to manage, and the feature works with your existing mobile configuration.
Resources
Before and After
Before (Current)
A technician finishes calls throughout the month without clear, real-time feedback on their sales performance.
The technician calls or texts the office to ask how they are doing on key metrics, or has to go into the office to see scorecard information.
A manager runs desktop reports and shares a summary in a meeting or message later.
The technician makes changes on future jobs without a direct link to how those changes affect their numbers.
Impact: Technicians have delayed insight into their performance and rely on others to access basic metrics.
After
A technician finishes a job and from the Menu [insert image] screen taps View Scorecard.
They select a date range and division to see metrics such as revenue and close rate for that period.
They use this information to adjust how they present options and follow up on leads during the same day or week.
Impact: Technicians have direct, real-time insight into performance so they can self-coach and align with business goals in the field.
Who uses this feature
All business types
Technicians
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A sales technician replaces a furnace and, at the end of the day, opens the scorecard to see how many jobs they sold this week and how their close rate compares to last week.
A service leader reviews a ride-along plan with a technician and asks them to watch specific metrics in the scorecard between coaching sessions.
Commercial Service and Replacement
A technician handling rooftop unit work on multiple commercial sites checks the scorecard to see revenue and confirm they are meeting quota.
A commercial technician who focuses on repair work uses the scorecard to see conversion from visits to approved repairs over a custom date range.
Residential Construction
A technician who sometimes supports service work checks the scorecard to compare performance between divisions.
Commercial Construction
A foreman on a long-running commercial build checks the scorecard to see revenue and sold work tied to their division for a quarter.
How to Prepare?
Confirm which technicians should see the scorecard in the Field Mobile App by enabling the View different divisions on mobile dashboard permissions for them, and how this supports your existing pay and coaching plans.
Note: The View different divisions on mobile dashboard permissions must be enabled in order to see technician scorecards in the Field Mobile App. This permission is displayed in the Office when the EnableHvacDashboard feature gate is enabled. Having the View scorecard permission (legacy permission) on without the View different divisions on mobile dashboard permission will not display the technician scorecard experience in the Field Mobile App.
Identify the key metrics you want technicians to watch in the scorecard, such as close rate, revenue, and average ticket, and align them with your existing reports.
Train managers and field leaders on how to talk through scorecard results with technicians during coaching sessions and ride-alongs.
Train technicians to open the scorecard during the week, select date ranges and divisions, and use the metrics to adjust their approach on upcoming jobs.
Align internal expectations so everyone understands that scorecard metrics are a quick view that supports, but does not replace, your formal performance and payroll reports.