Running a service business can be challenging even in the best of times. Workiz does a great job of handling the day to day flow for our businesses but it is seriously lacking in the reporting that can be done with all the data we enter into the system.

There are some very important Key Performance Indicators that our businesses need to know and use to operate at full capacity. Key Performance Indicators (KPIs) are numbers you can use to make smarter business decisions.

With KPIs, you can flag areas of growth potential, fix issues before they become problems, and generally gain a greater level of insight into your business. Adding these reports would surely increase revenues and customer service levels across multiple types of businesses, not just my own.

Average Job Time by Order Group

The average job time by order group takes the total man-hours for each job, for each type of work you do (cleaning, restoration, car lockouts, house calls, etc.) and averages the total for the time period. It can be broken down by employees as well, so you can compare each employee to the company average.

Average Invoice:

Workiz does a great job at displaying data for Job Source categories, but we need the ability to look at the average invoice for a specific service category. Our techs use this number to check the upell trends they are currently riding.

Repeat Rate:

Take the number of residential clients you have serviced in the last two years (C), then find how many of them used you more than once (R).

(R/C) x 100 = Repeat Rate %

Sales Pipeline:

Your sales pipeline shows you how many new leads, opportunities, and invoices you have received and converted in a given period. If you work sales opportunities over multiple touches and through different stages, then your sales pipeline will show you what percentage of leads convert to opportunities and how many of those opportunities convert into sales. If Workiz was to add a Kaban style board for our leads. Well, I would be in heaven!

Last Service Date:

We need a way to be able to pull a report that lets us know how long its been since we have serviced the customer. For those of us in the cleaning, yard care, and other repeatable service industries this could be huge!

On Hold Jobs / Jobs without a date:

This may be more of a “me” issue but sometimes we have rugs to return to a customer after the cleaning has been completed. It is a job and should be listed as such in the system so we can look in and see which returns need to be scheduled. Being able to list a job without a date would be great for us.

I know this post is long-winded but we are very happy with the Workiz platform and the development team. You guys and girls keep churning out new features and refuse to let the software go stale. So kudos to you! However, I feel adding some or all of these features would just make the platform that much better for our service companies.