🔄 Technician Swap Tool
Managing technician availability is now easier with the new Technician Swap feature.
This tool allows administrators to quickly swap scheduled work between two technicians over a defined date range.
Key features
Select Technician A and Technician B
Choose a start and end date
Option to include recurring schedules in the swap
The system automatically identifies all relevant schedules within the selected period
Job cards are then reassigned between the selected technicians
This makes it simple to manage:
Leave coverage
Staff rotations
Temporary team adjustments
Workload balancing
📖 Help Guide
https://help.briskflow.tech/en/articles/13905060-bulk-job-card-rescheduling-between-technicians
📊 New Dashboard & Reporting Enhancements
Several powerful reports have been added to provide better insight into operational performance and revenue trends.
Learn how to navigate the My Dashboard area here: https://help.briskflow.tech/en/articles/13959736-view-my-dashboard
Revenue: Recurring vs Once-Off Work
A new double line chart now shows the difference between recurring revenue and once-off revenue over time.
Benefits
Quickly identify growth in contracted recurring work
Track trends in ad-hoc or once-off jobs
Compare revenue streams month-by-month
The chart uses a logarithmic scale to handle large variations in revenue values across the organisation.
Client Revenue Report
What’s included
Top 5 clients by revenue
Bottom 5 clients by revenue
Clear visual column charts for comparison
Revenue: New vs Existing Customers
A new pie chart report shows revenue generated from:
· New customers
· Existing customers
Income by Category Report
A new Income by Category report provides a breakdown of revenue across job types.
Examples include
Domestic
Commercial
Once-off services
Other configured job categories
Features
Visual pie chart overview
Detailed table of values below the chart
All values shown excluding VAT
This report helps you quickly understand where your revenue is coming from.
New Leads Report
Track business growth with the new New Leads report.
Features
Yearly line chart visualization
Shows the number of new leads captured over time
This makes it easy to monitor:
Sales activity trends
Lead generation performance
Business growth year-over-year
Audit Sites Overview Report
A powerful new Audit Sites Overview report provides deeper insight into equipment and audit activity across sites.
The report includes
Per site and branch visibility of:
Equipment types
Equipment counts
Service area totals
Scan activity per site
Job card completion counts