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ProfitMaxx is structured so that the owner/principal or service manager can have all of their most important performance indicators at a glance in one report, the Performance Summary. Then there are overview reports that focus on the Service Team and Technician performances. Finally, there are detail reports that cover everything in the overview reports in much more detail.

Spend a few minutes reading a few lines and you will know your numbers everyday.

Performance Summary This is the highest-level report. It shows the technician’s monthly goal and their actual performance against that goal. Technician performance on this report is expressed in three ways:
1. Overall actual revenue dollars generated against expected revenue goals, also expected revenue per billable hour against actual revenue, per billable hour.
2. Revenue dollars blended with maintenance work done under maintenance agreement (pre-collected dollars). ProfitMaxx shows the team and by individual technicians profitability when all their contributions (Labor Credits) are blended with revenue and factored together.
3. Performance in ProfitSmart activities.

Service Team OnTrac Service Team Report Card - all key performance Indicators for tracking the service manager’s performance against business plan, and the most important profit related performances of their whole team.

Lost Opportunity Report shows where time and revenue were lost, by team & by technician for customer no-shows, managers applied time, unapplied time and call-backs. It also accounts for the revenue generated from lost opportunity calls, showing gross and net lost opportunity dollars.

Revenue Watch This report helps you keep your bearings as to monthly revenue against goal. Where are you now … daily, month-to-date and monthly? Where should you be? What’s still possible to achieve if you take action? Shows projected achievable percent of goal at current pace.

Technician OnTrac All Key Performance Indicators that the individual service technician can change through his or her own efforts, all the performance information is on this report – nothing is beyond their control on this report.
This report shows the technicians goal shown as Expected Revenue Goal (from set up), however since technicians don't dispatch themselves, ProfitMaxx automatically adjusts their goals, and expresses it as a revenue goal from opportunity, which is their expected goal adjusted for Transfer Time, Vacation, Sick/ Personal Time, Formal Training Time, Early Off Work when the technician is sent home early, and for when the technician is told not to come in at all because there is not enough work available.
Their goal is redefined (adjusted) by these factors, which are beyond their control, and then their actual revenue is measured against this adjusted goal and expressed as a Percent of Revenue Goal From Opportunity, which puts them in direct control of the performance outcome.
Also tracked on this report are percent of callbacks by technician no matter who ran the callback, and the percent of all service department callbacks by technician.
In the Key Indicators section you will see how profitable your technicians are showing their labor as a percent of cost of goods sold against their actual revenue, also sales leads and maintenance agreements are tracked for each technician.
Finally Time Management, their productive time overall to each hour of non-productive time and their billed hours to their non-productive hours, and sick personal time.

Time Analysis The Time Analysis Report gives you quick answers to questions you would normally have to wait for someone to research, such as who was on vacation, or who was in formal training, who was on call, who is currently into overtime, who was sent home early or given days off because it was slow. Without these bites of information you can't eliminate or explain a technician’s performance behavior as acceptable or unacceptable and you can't wait hours and/or days to get it, every time you need it.
Travel analysis is a big part of this report, as it gives complete accountability of the technicians travel efficiency and is a very good companion report to the Dispatch Order Report for evaluating your dispatching efficiency.

Billing Efficiency The efficiency of your technicians to bill out fully and correctly has been a hunch until now. This report shows their expected target billing revenuer per hour “over all,” and then goes even farther and breaks it down by repair time, travel time and diagnostic time examined in detail on this report, with expected target and actual in both time and dollars in each area.
If you have technicians billing out 10 hours in an 8-hour day it will show on this report. this report will also show the technician who bills out only 3 hours for five hours in billable time.
This report deals only with service calls where the technician is in control of billing for his time. Fixed price tune up calls (S05) and scheduled maintenance (all M series) calls are not included.

Daily Technician Activity This report is designed as a snapshot of the most important consistent performances for the technician. It allows you to catch or monitor problematic behavior immediately.
An important daily key indicator for revenue against goal, calls, callbacks, no-shows, revenue per hour, sales leads, maintenance agreements sold & renewed and direct billing on residential calls.

Completion And Trip Analysis You will know your service call first-time completion percentage as well as the reason for non-completion. You will also know the number of trips per repair to get a service call complete as well as the amount of un-billable travel used by each technician.

Customer Acquisition And Retention This report is one of many reporting elements of ProfitMaxx designed to show the health of your company’s maintenance program.
Maintenance agreements, both sold new and renewed, are shown on this report by the opportunity a technician had to sell or renew one. An opportunity is only counted if the customer for which the service call was being performed did not already have a maintenance agreement with your company. No other performance analyzing report engine can make this distinction in the opportunity, thus showing the technicians true performance on each call to the actual opportunity afforded them.
If your company renews maintenance agreements through your technicians then this report also shows your net customer gain or loss, by technician.

Sales Lead Evaluation Sales Leads by Number of Opportunities and Equipment Age. This report also analyzes sales lead opportunities from customers with a maintenance agreement.
Market Location Analysis This report gives invaluable marketing information about any geographical location you wish to set up. You can dissect your market into any number of geographies and any number of sub-geographical locations within that geography and have all this information about each one.

Actualized Residential Maintenance Actual performance vs. maintenance agreement structure, in labor and maintenance dollars (maintenance dollars are shown as labor credits since monies are taken in prior to the applied labor, and then dolled out through out the year/s as labor is applied).
These reports also show the percent of Maintenance Agreement Efficiency for the technician’s performance against the structure of the maintenance agreement in both time and revenue.
Repair and accessories revenue is also factored in on the Actualized Maintenance Reports, then combined with the Labor Credit performance which is then shown as a percent of efficiency on maintenance when repairs and accessories are factored in.
This report clearly shows the strengths and weaknesses of the contractor’s maintenance program, and the strength and weaknesses of the technicians when they are performing contractual maintenance. Every contractor needs to know how effective their technicians are at enhancing maintenance calls with sales leads, maintenance agreements sold new on equipment which was not previously covered by an agreement, as well as renewing maintenance agreements, the total number of technician enhancements on maintenance calls is an important part of this report.
There are three reports, which show-actualized performance against a pre sold maintenance. They are residential, commercial and commercial filter change


To read about the difference ProfitMaxx makes to contractors like yourself, see our customer Testimonials.




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