The Business Rules feature is all about making our life easier! The bigger your operations get the more tasks you've got to tackle. That's why we are introducing a new feature as "Business Rules" to automate actions or filter the jobs that absolutely require your actions. To define them you can now create your own custom rules, to each phase of the job.
The Smart Dashboard has been introduced to help teams to improve efficiency. Once you have defined the Business Rules in settings, all the jobs that require reminders will be populated to the Smart Dashboard. The Smart Dashboard filters jobs that require your attention to proceed. What’s bets here, is that you’re in total control of what is displayed. The below image is the default view of the Dashboard.
You can switch between the list view and the grid view by selecting the options under 'view'.
Once you set the business rules, all the jobs that match the respective criteria will be listed here. The following table shows the types of jobs that can be called on to the Smart Dashboard through creating business rules.
In addition to the existing insights available we have improved the reporting and statistics for property managers. Admins can now view your organisations statistics by clicking the Insights of from the left-hand navigation.
You can view the insights for a specific duration. By clicking on Settings, we have provided with you list of duration settings where you can select your preferred duration.
From this insight, you can view the number of jobs available in each of the job status categories. If you need to view the job count for different statuses specific for a property, there is a property filter which shows the list of properties that are linked to you.
Property filter allows you to select multiple properties as well. You can view the job count for multiple properties.
From this insight you can view the average spend per property. For each property the average spend is calculated and shown.
From this insight the list of overdue jobs for all the properties are listed. You can view the overdue jobs for specific properties.
From this insight the list of highest rating trades will be displayed.
From this quick statistic you can view the average time spent for a job on following scenarios:
You can now view the average spend based on the service type. The data has been drilled down to the lowest subcategory level as well. For example Electrician jobs - Power Point, Alarm Systems.
You can read the full March release notes in the Bricks + Agent Knowledge Base. If you’re not a Bricks + Agent customer yet, book a free demo today to see why thousands of property managers are using Bricks + Agent to improve team efficiency and productivity.
We’re always working on new features to make Bricks + Agent better for you, so if you have any suggestions, please email hello@bricksandagent.com
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