• Viewing the Crews Statistics

  Once you begin to manage multiple crews, you may want to track their performance and efficiency. ArboStar allows you to receive reports on the overall team cost and average MHR. To access the crew statistics, navigate to “Business Intelligence” → “Personnel ” → “Crews Statistics”. The list can be filtered based on the required time range. To filter the statistics based on start and end dFew readers

• Expenses

  The "Expenses" sections helps you access and analyze the existing expenses. To access the “Expenses” section, navigate to Accounting → Expenses. The expenses are presented both on a chart and in a list form. You can filter the information by time period, creator and employee. Note that the filters can be used both separately and combined. If you click on a chartFew readers

• Estimators Statistics

  In the "Estimator Statistics" section you have access to the analytics of estimators reports, employees MHR return and estimators MHR return. This section is very helpful if you want to gain insights about how each estimator has performed for a specific period of time. It is also helpful if you want to see the general picture for estimators of the company. You can also analyze what the man hour rate returns for both estimators and employees are. To access the *"Estimator Statistics"Few readers

• Workorders Reports

  the "Workorders Reports" section helps you to access data for workorder details divided by estimate statuses. The module helps you gain detailed information about workorders, their quantity and how much revenue or loss the company gained from workorders. "Workorders Reports" section is very helpful if you want to see what stages the workorders are in, how many workorders there are in specific stages and how much money they have brought or are expected to bring to the company. To acceFew readers

• Users Login Activity Analytics

  The “Users Login Activity” section provides information about user log in. In this section you can see when and where the users have logged in to the system from. To access the “Users Login Activity” section, navigate to “Business Intelligence” → “Personnel ” → “Users Login Activity”. The list can be filtered by users. To see the data for a specific user, click on “Users Auth. Log.” and choose the user from the dropdown list. Otherwise, you are presented with the data of aFew readers

• Expenses Types

  The “Expenses Types” help you create and track your expenses in the "Expenses" section. To access the “Expenses Types” section, navigate to Accounting → Expenses Types. In the “Expenses Types” section you can find all the existing expense types, edit or disable them and create new ones. To edit, click on the “Pencil” icon. To disable/enable the expense type, click on the “Eye” icon. (Few readers

• Sales Statistics

  "Sales statistics" provides detailed insights about estimates, WO and invoices’ sales. This section is helpful if you want to gain data about how each type of entity performed. It also helps you analyze your sales in different stages of lead journey. To access the "Sales statistics" section, navigate to “Business Intelligence” → “Sales”. On the left side of the screen, you are presented with a filter that can be adjusted according to your needs and preferences. (https://sFew readers

• Users History Log Analytics

  The “Users History Log” section provides information about user activities and navigation on the platform. In this section you can see what pages they have accessed and where from. To access the “Users History Log” section, navigate to “Business Intelligence” → “Personnel ” → “ Users History Log”. The list can be filtered by users. To see the data for a specific user, click on “Users Auth. Log.” and choose the user from the dropdown list. Otherwise, you are presented wFew readers

• Invoices Reports

  The "Invoices Reports" section provides detailed information about the invoices and invoice payments in a specific time range. This section is useful if you need to analyze how many invoices have been created in a specific time period and how many have been paid. As you get sum breakdown for each invoice as well as get the average sum data, you can use the statistics to decide if the prices match the services or need to be reviewed. Based on the data you get, you can do follow-ups withFew readers

• Lead Statistics

  In the "Lead Statistics" you have access to statistics about the leads separated by lead statuses that are available in the system. To access the insights of lead statistics, navigate to “Business Intelligence” → “Clients” → “Lead Statistics”. The statistics information is available in a list and on a graph. You can filter the information by time period. To filter, cliFew readers

• Near Miss/Incidents

  When field workers create near miss or incident forms on the mobile app or when the team lead add a near miss or an incident when filling out the "Finish work" report, the forms are available in this section. It is a good idea to check out this section from time to time to stay on top of information about any incidents that might have happened on the site. To access the "Near Miss/Incidents" section, navigate to “Business Intelligence” → “Workorders” → “Near Miss/Incidents”. To aFew readers

• User Statistics

  The "User Statistics" section provides data about office user activities in a specific time range. Here you can see statistics for the calls, emails and the created clients/leads/estimates/WOs/invoices separated by users who have created them. The section is helpful if you want to gain insights about what office user's have achieved during a certain time period. To access the “User Statistics” analytics section, navigate to “Business Intelligence” → “Personnel ” → “User StatisticFew readers

• GPS Tracking

  To access the “GPS Tracking” section, please navigate to the “Business Intelligence” → “Personnel ” → “GPS Tracking”. Here you can find the statistics about GPS tracking on the map. To access the statistics, please choose the estimator, the date and click “Go”.Few readers

• Support Vs. Field Payroll Report

  “Support vs. Field Payroll Report” section provides details about the payroll difference between the support and field. In this section you can visually see how the difference on a graph. To access the “Support vs. Field Payroll Report” section, navigate to “Business Intelligence” → “Personnel ” → “Support vs. Field Payroll Report”. The report is available only in a graph form. The first rectangle of the same colour corresponds to the support data for the year, while the second recFew readers

• Client Payments Analytics

  The “Client Payments” section provides in-depth information about payments made by the clients in a specific time range.Few readers

• General Accounting Analytics

  The general accounting statistics section provides data about different types of payments, both received and not paid yet. The section is helpful if you want to gain insights about different stages the invoice payments are in. You can see how much the company has received in a required time period and how much the company has spent. You can also see if the clients liked or disliked the services and based on the response make further decisions. To access the “General” section for accouFew readers

• Schedule Report

  The "Schedule Report" section gives you in-depth breakdown of the scheduled jobs either for all time or for a specific time range. The section helps you understand how much time the company has spent on doing the scheduled jobs. It also helps you see visually how many jobs were scheduled in a specific time compared to other periods. And you can also visually see how much money was earned from the scheduled jobs in different time periods. To access the "Schedule Report" section, navFew readers

• Sales Targets

  “Sales Targets” section helps you to set sales targets for each month of the year and automatically compare with the actual results. To access the “Sales Targets” section, navigate to Accounting → Sales Targets. The targets are filtered per year. To access the information for a specific year, choose the year from the dropdown menu in the top right corner. To add a nFew readers

• Absent Day Statistics

  In the “Absent Day Statistics” section you can see the information about employee day offs for the chosen time period. In this section you can add and edit users' absent days. To access the “Absent Day Statistics” section, navigate to “Business Intelligence” → “Personnel ” → “Absent Day Statistics”. Here you can find the statistics for the absent days of all the active users separated by absence reasons. The number under a reason of absence shows the amount of days the user hasFew readers

• Client Referrals Statistics

  The "Client Referrals Statistics" module provides detailed information about where you have received your leads from. It also helps you understand their lead journey. This feature is very helpful if you want to analyze how to budget your marketing and where to use your resources for the best results. To access statistics for client referrals, navigate to the “Business Intelligence” → “Clients” → “Client Referrals Statistics”. The referrals information is presented in a chart form tFew readers

• Estimates Reports Statistics

  "Estimates Reports" section helps you to access data for estimate details divided by estimate statuses. The module helps you gain detailed information about estimates, estimates quantity as well as how much revenue or loss the company gained from estimates. You can use this statistics to analyze estimator performance and estimate execution in general. You can also see the projectory of how long it took for estimates to turn into Workorders. To access statistics for estimates reports,Few readers

• Email Statistics

  “Email Statistics” module provides in-depth data covering different stages of sent emails. This module is useful when you want to understand what stage your sent emails are in. To access the “Email Statistics” section, navigate to the “Business Intelligence” → “Clients ” → “Email Statistics”. In this section you can find detailed information about the sent emails in a graph form explained in a list next to it as well as get in-depth details below. You can filter email statisticFew readers

• Tracking Sent Emails in the Notes Section

  Once an email is sent from the ArboStar system, you can go ahead and track its progress. One way to track is to navigate to the required client's profile. Scroll down to the "Notes" section and click on the "Email" tab. In this section you can see all the emails that were sent to the client with the email details including time when the email was sent, delivered, opened,Few readers

• Workorder Performance

  the "Workorder Performance Report" section helps you evaluate the work performed, how correctly they were estimated and in what date range they were completed. This section is very helpful if you want to compare the estimated hours with the actual hours it took for the work to be done. The information can be used to make the estimation process more precise in the future. To access the "Workorder Performance Report" section, navigate to the "Business Intelligence" module, then chooFew readers

• Invoices Summary

  The "Invoices Summary" section gives you in-depth breakdown of the invoices either for all time or for a specific time range. As the invoice statistics is separated by invoice statuses, you can understand what stage different invoices are in. As you get the breakdown for each invoice status with its quantity, you can use the statistics to decide on further actions for each invoice status, such as follow-ups. To access the "Invoices Summary" section, navigate to “Business IntelligenFew readers