Please note this feature is available within the Fixflo Manager package. Please email support@fixflo.com or your CSM for more details.

If you want to know how to create custom saved searches please review this guide here.

To help you create the best custom dashboards possible, please find a list of issue-specific examples and options available, that might be useful to include for your business and team.

Driving effective workload prioritisation by including issue priority levels

Every issue in Fixflo is assigned an automatic priority based on the fault type selected and can be manually edited once the issue has been created.

If you have a high volume of issues, it can help to split out your repair list by issue priority to help your team prioritise where their attention needs to be directed first in regards to getting issues resolved quickly and efficiently. 

You can use the 'Priority' filter under 'Issue search' in your custom saved searches for this, and you can then consider splitting out the searches by team or agent to see who has what on their plate. You can also consider adding 'Issues that have an overdue action' by priority to help encourage your team to stay on top of their repairs in priority order.

One other important issue criteria to consider is tracking which issues have been indicated as having a 'Vulnerable occupier' present in the property.

This can often increase the prioritisation of an issue depending on the circumstances. 

This filter option is available:

Tracking reactive vs. planned maintenance separately

On your default dashboard, there has always been the ability to switch the tile from reactive to planned works to see the split of jobs.

Now you can build separate dashboards to track all key metrics per repair type. By using the 'Is planned maintenance = Any, Yes, No' you can create separate saved searches for Reactive Repairs and for Planned Maintenance.

This is especially useful if you have different teams that take care of these different functions.

To start off with, you could even create a new dashboard and use all of the default tiles, but set them all to 'Planned issues'.

Tracking issues that are unassigned

If you do not have automatic assignment set up and manually assign issues to your team as and when they come in, you can incorporate a tile for all managers or people in charge of ensuring no issues are left unassigned. Feel free to combine this with prioritisation levels if necessary by displaying using a bubble list grouped by priority (as on the right):

There are filter options available for both team and agent:

This is also useful to outline any data oddities if you believe all of your properties have agent assignment in place.

Tracking issues trends over different time periods

By splitting out your lists of issues into 'Reactive' vs. 'Planned Maintenance' you determine volume trends and job completed trends. 

For example: We can tell from the below that the majority of service events that have been created have not been completed which suggests there are either a lot overdue, a lot due in the future or perhaps the team have been completing the jobs outside of Fixflo and not updating the status of the service event/issue.

Tracking close reason trends over time

By splitting out your close reason trends over time - for example month to date - you can keep a close eye on trends occurring within your system, and proactively target any problems that may arise:

This is configured using the issue search filter 'Close reason'.