Score Card and Wallboard
Score card
Section titled “Score card”The Score card (under Quotes in the sidebar) shows how you or your team are doing on quotes — for example:
- Quotes sent — Number of quotes sent in the selected period.
- Quotes approved — Number approved by the customer.
- Conversion or win rate — Often approval rate or value won.
- Follow-up metrics — e.g. average follow-ups per request, or per sale.
Use filters (date range, person, team) to see your own stats or, if you’re a manager, to review technician or team performance. The Score card helps track whether follow-up and quoting activity are turning into wins.
Dollar values in the CSV export are formatted to two decimal places so they open cleanly in spreadsheet tools without extra formatting.
Not-Unique requests
Section titled “Not-Unique requests”Requests marked as Not Unique (duplicates of another quote request — see Quote requests → Statuses) appear on the technician profile under their own column. They’re excluded from conversion-rate maths so duplicates don’t skew a technician’s numbers up or down.
Wallboard
Section titled “Wallboard”The Wallboard is a big-screen view of quote activity — useful in the office or workshop. It can show:
- Live counts — Quotes sent today, approved this week, etc.
- Recent activity — Latest sent or approved quotes.
- Goals — Target vs actual so the team can see progress.
Leave the Wallboard open on a shared screen so everyone can see how the team is tracking without opening the app.
Leaderboard
Section titled “Leaderboard”The Leaderboard ranks technicians (or teams) by quote-related metrics (e.g. quotes sent, approved, or value). It’s a quick way to see top performers and encourage healthy competition. You may be able to switch between time periods (e.g. this week, this month).
If you don’t see the Score card, Wallboard, or Leaderboard, your company may not have them enabled or your role may not have access. Ask your admin if you expect to see them.