Reporting Features
Total Workflow provides business owners, managers, and users the reporting tools necessary to manage their work and improve customer satisfaction. Never worry about a dropped job again; Total Workflow makes it easy for managers and owners to keep tabs on their jobs.
Open Work Orders
Easily and quickly view all open work orders. No missed jobs! From one screen, Total Workflow allows you to view all open work orders and quickly assign the appropriate personnel to get the job done.
User level reports
Total Workflow gives your sales staff the tools they need to better manage their time.
My Appointments
Quickly lists all appointments for a user. Let Total Workflow manage your contacts saving your estimators and field managers time and effort.
- Easily switch between calendar and grid view.
- Each appointment is linked to that job’s details page allowing a user to quickly update a customers record or gather the details needed to get the job done.
Let a Total Workflow representative show you how our solution can improve your business.
Personal Performance Report
Allows a user to track important metrics and judge their own performance.
- User selects a date range to report on and Total Workflow delivers a detailed activity report.
- Overall sales for selected period.
- Closing ratio (estimates sold / estimates created).
Average, largest, smallest sale.
Office Performance Report
Total Workflow gives managers the tools needed to track and monitor office wide metrics.
- Quickly determine your sales force effectiveness.
- Overall sales for selected period.
- View data by individual estimator or as a group.
- View closing ratio (estimates sold / estimates created).
- Average, largest, smallest sale and other vital statistics.
Profit and Loss Report
Quickly determine income and expenditure. By running regular Profit and Loss reports you can stay on top of your estimates and make corrections where necessary. This reduces the chance of estimation errors.
- Total Workflow makes it easy for owners to quickly determine the financial health of their business.
- Easily determine which jobs were profitable and which were not.
- Total Workflow makes you smarter about the work you choose to take.
- Total Workflow allows you to easily determine commission on sales.
- Your time is valuable let Total Workflow do the math.
Ready to turbo charge your workflow and increase sales? Contact a Total Workflow representative via our online form or at (866) 900-3065.