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Blog

March Product Update: Improved Insights, Business Rules and the Smart Dashboard

A Year in Review

A fresh start to 2020 means new goals and enhancements at Bricks + Agent. This month we are excited to announce improved insights for property managers, the introduction of ‘business rules’ to automate actions or filter jobs and a Smart Dashboard that let’s you control the information that actually requires your attention to proceed with jobs.

Introducing Business Rules

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.

mceclip17

business rules

 

The Smart Dashboard

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.

dash 1

You can switch between the list view and the grid view by selecting the options under 'view'. 

smart dash

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.

table of rules

 

Improved insights for property managers

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.

Insights img1

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.

 

Insight 1 - Jobs in different statuses

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.

Jobs in different statuses Property Filter

Insight 2 – Average spend per property

From this insight you can view the average spend per property. For each property the average spend is calculated and shown.

AvgSpend per Property

 

Insight 3 - Jobs Overdue

From this insight the list of overdue jobs for all the properties are listed. You can view the overdue jobs for specific properties. 

Jobs OverdueJobs Overdue filter

Insight 4 - Highest Rating Trade

From this insight the list of highest rating trades will be displayed.

Highest Rating Trades

Average Time Per Jobs

From this quick statistic you can view the average time spent for a job on following scenarios:

Avg Time per job

  • Average time to close the Job Approval Pending- this insight displays the average time taken for pending job listed for Property Manager's review to get closed. That is for a job to move from the Job Approval Pending state to Complete. For each property manager on the organisation the average time is taken is shown.

Average time to close the Job Approval Pending

  • Average time for a Quote to get accepted- this insight shows the average time taken for a quote of a job to get accepted. That is for the job to move from Quoted Available state to Unscheduled state. For each service provider the average time is calculated and shown.

Average time for a Quote to get accepted

  • Average time for a job to get completed- this insight shows the average time taken for a job from either tenant posted or drafted until the PM marks it complete.

Average time for a job to get completed

Average Spend Per Job

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.

Average Spend Per Job

 

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

Get in touch

 

Topics: Product update

Rafael Niesten

Written by Rafael Niesten

In his early 20s, Perth local Rafael Niesten, won a scholarship to study in Canada, with that came the opportunity to volunteer at a local radio station. That spawned his entrepreneurial streak, returning to Perth in 2001 he set up community radio Groove FM. More by luck than design, they became successful, too successful as they took a significant chunk of the Perth Market. This sent up the red flag with his commercial competitors who saw to it that he came before the Australian Broadcasting Authority and on technicalities such as the number of volunteers he was forced to move on. He received the citizen of the year award for Western Australia (youth) and was a finalist in the Australian of the year awards (Youth). Falling on his sword he turned to running small and large scale events, all the while buying, renovating and selling properties. Buying and selling land and renovated houses provided a grounding in the property industry. He founded a cloud based medical grade voice recognition company, followed by co founding the first true cloud application for private practice in the health sector. He successfully exited these ventures at the end of 2016 and began building Bricks+Agent.

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