ClearMechanic has added several new reporting templates for our clients. Each report template enables owners and managers to understand what goes on inside their businesses. For example, are your technicians recommending enough Red Priority and Yellow Priority items? Are your service advisors sending out inspections by e-mail and SMS at a high rate? How do your ClearMechanic metrics compare to other service centers?
Below are detailed explanations of each report type. Remember, each report type can be customized to any date range.
- Activity Reports: Inspection Forms and Activity Reports: Inspection Items
ClearMechanic's Activity Reports show every Inspection Form or Inspection Item for the date range selected and the following details: which technician uploaded the Form or Item, how many photos, how many videos, what Red / Yellow / Green priority level, was Form or Item sent by SMS or e-mail, how many customer views did it receive, and more.
Below is an Activity Report example, split into two screenshots:
- Financial KPI Reports
ClearMechanic's Financial KPI Reports measure the financial impact of ClearMechanic on your business. For example, what is your sales per Repair Order with and without ClearMechanic? What is labor rate with and without ClearMechanic? How much money are you leaving on the table when you do NOT use ClearMechanic? This report also shows Key Performance Indicators or "KPIs", which are quantitative benchmarks against which your business should be evaluated.
See an example Financial KPI Report below:
- Operational KPI Reports
ClearMechanic's Operational KPI Reports measure how well your business is using ClearMechanic, including an assessment by employee type: "service advisors," "technicians," and "service managers." We generate a letter grade on a scale of "A" to "D" and a number grade on a scale of 0 to 100 to show how well you are using the program and to diagnose any inefficiencies.
Fore example, perhaps your technicians are uploading inspections for every RO with Clearmechanic, but they are never diagnosing "Yellow Priority" items. Or perhaps your technicians are doing a perfect job, but your service advisors never send the Inspection Forms by SMS text message. This is information you need to know on a regular basis!
See an example Operational KPI Report below:
Any questions? Contact us any time at firstname.lastname@example.org!