The mini audit will determine how well your company utilizes FieldEdge by analyzing the following critical areas:

• Quote Conversion
• Equipment Management
• Work Order Management
• Agreement Tracking
• Customer Audits
• Leftover Reminders

The Client Report Card breaks down your company’s individual conversion rates into hard numbers to reflect and take action on.

The Client Report Card uncovers Invoices and Work Orders that have been left in limbo, directly impacting your reporting.

This analysis is designed to expose broken workflows and key missing components such as:

• Primary Contact Methods
• Lead Sources
• Unfinished Agreements
• Pending Quotes
• Overdue Reminders