Tracksheet
Loaded Logged in:

Job Cards

Aluva • All time • Click any cell to edit
Today's vehicles
JCs opened today
Pending vehicles
open, all dates
Delivered today
Same-day delivery
opened & delivered today
Adviser split — today
# JC Date Reg Customer Phone Model Service RPT Booking Adviser Tech Final Insp Status VAS Bill # Labour (₹) Spares (₹) Pay Total (₹) Remarks
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Dashboard

Independent filters — these don't change the Job Cards view • Trend always shows the last 14 days
Total JCs
in current view
Delivered
Labour
billed, current view
Spares
billed, current view
VAS canvassed
New / returning customers

JCs per day — last 14 days

Advisers — JCs · VAS attach %

Service mix

Advisers — revenue labour + spares

Technicians — revenue labour + spares

PSF — customer satisfaction

CSI — 7-day avg
out of 5
Calls — 7 days
Open issues
Issue Raised, last 7 days

Repeat complaints — same vehicle/customer back within 2 weeks

Repeat complaints
Most repeats — technician
Most repeats — adviser
By technician
Reasons — from the remark logged at entry

VAS performance

VAS today
VAS MTD
Avg per JC
items ÷ JCs, MTD

Bookings

CRE call bookings • Click Status or Remarks to edit
Booked for today
Reported
Still expected
pending, booked today
Overdue (no-show)
pending, earlier dates
# Booked for Customer Phone Reg Model Service Branch CRE Status JCRemarks📞
Bookings load after migration — run baserow_migration_v2.py

PSF — Post-Service Follow-up

One feedback call per delivered vehicle — logged by whoever makes it (branch CRE or call center)
JCDeliveredCustomerPhoneModel BranchAdviserTechnicianFeedback callNotesActions
PSF activates after migration — run baserow_migration_v2.py

Booking Performance

Across all branches •
Bookings taken
Reported
Pending
Overdue (no-show)
pending, date passed
Cancelled
Conversion
reported ÷ taken

By branch

CRE leaderboard

By service type

Follow-up effort — 📞 calls logged on bookings in range

PSF Insights

Post-service follow-up •
Call coverage
reached ÷ delivered
Not yet reached
in queue / unanswered
Avg CSI
out of 5
Satisfied
of reached
Issues raised
escalated
Top complaint
issues + minor

By branch

Call outcomes

Complaint categories — issues raised + minor issues, most frequent first

Live issues

Live Issues

Complaints raised during PSF • close the loop once the in-charge has spoken to the customer
JCDeliveredCustomerPhoneBranch AdviserCSIFeedbackIssue status
Live issues activate after PSF is set up — run baserow_migration_v2.py

Complaints Analysis

PSF complaints + repeat complaints •
Complaints
PSF issues raised
Repeat complaints
same vehicle ≤2 wks
Complaint rate
complaints ÷ delivered
Top category

By branch — most complaints

By complaint category

Minor issues — logged, not escalated to Live Issues

Minor issues — recent latest 8 in range

By technician — complaints & repeats

By adviser — complaints

Edit Requests

Requests from branch/adviser to correct closed JCs •
JCFieldCurrent → ProposedReasonRequested byStatusAction
No edit requests yet.

Staff Register

Advisers, technicians & CREs — add a joiner, retire a leaver, move a branch. This drives the dropdowns on job cards and bookings. •
NameRoleBranchStatusAction
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Logins

Who can sign in — set roles, branches and passwords. Admin only. •
UsernameRoleBranch / adviserStatusAction
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Customer Lookup

Search any customer by phone, registration or name — full visit history, PSF feedback and issue resolutions across branches
CustomerPhoneRegModelVisitsLast visitBranch(es)Issues
Type at least 3 characters to search.

Performance report

Adviser / technician performance for salary & incentive. Pick a date range, then download a detailed CSV for accounts to cross-check.
Pick a range and press Show.