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.
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.
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.
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.
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.
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.
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.
Insight 4 - Highest Rating Trade
From this insight the list of highest rating trades will be displayed.
Average Time Per Jobs
From this quick statistic you can view the average time spent for a job on following scenarios:
- 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 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 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 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.
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 firstname.lastname@example.org