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Franchisees go through 3 levels of filtering before a decision is made:
1) Which franchisees to even consider;
2) Which franchisees to rule out on the spot; and
3) Which franchisee is most suitable.
Note that being Restricted (z) - formerly known as Suspended – does not prevent a franchisee getting work, but they are restricted to getting work in their territory only.
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Any of their areas includes the client’s address
They provide the requested service (and it doesn’t have obsolete ticked)
Their Start Date is prior to or including today
Their Finish Date is blank or any date from tomorrow onwards
They are not breached due to service compliance
If the job is entered outside business hours (after 8pm) and they have not ticked "Disable after hours Leads" in Jim’s Online
If the job is post dated and they accept post dated jobs
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Work code for today is N
Already received maximum number of leads today (lead date is the key to determine when the lead is counted for)
Not on A/T/L/Z on the day in question (When Franchisee is on “Z”, Franchisee is considered available even they are not in the same zone which covers the client’s address)
Not enough time left in the day
Doesn't provide the service in that area
Isn't covering that area on that dayDoes not work during the period that client required to be called back (only applicable if client specify when to receive call from the franchisee)
Breached due to service compliance
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Check if franchisee offer same day service (only applicable when client requested). Franchisee may be suggested to the client if non them offer same day service
(C) Are they the territory holder (and NOT working cross-division)?
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Lead values is also affected by the FSE average star rating. e.g increment earn 0.1 leads value by 1 for every 0.1 point above 4.5 rating; drop lose leads value by 0.1 for every single 0.1 point below 4.5 rating
(H) Are they on PfWG?
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Franchisee start date is today or earlier
Franchisee finish date is tomorrow or later, or blank
Franchisee provides service (even if it's ticked obsolete and offer obsolete to previous client is enabled)
Any of the franchisee’s current areas cover the job, OR “Get previous clients outside areas” is ticked (found on the Franchisee Miscellaneous screen) even they are down to 0
Any of the franchisee’s today areas cover the job, OR “Get previous client outside today’s areas” is ticked (found on the Franchisee is not suspendedFranchisee is taking ANY work at any point in the next 7 days (eg. A, T, L, Z)Miscellaneous screen), OR their working status is “P”
Franchisee is not suspended
The lead’s status is OK (not cancelled or suspended)
The lead’s Job Cancel Date is blank
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Allocation report should provide enough information to answer most of the questions regarding allocation process, there are two way to inspect the allocation report
UI Report
The UI report is user friendly and easy to inspect the process result
Factors are listed from left the most important to right the less important. Green tick means franchisee passes that factor so they are on top of others who have red cross for the same factors
You can also click on a green tick which shows you more information about the factor,
For example
click on the green tick for EA on the Available column, it shows you EA is available because all conditions are "YES"
click on the red cross for OD on the Available column, it shows you OD is not available because he is not available on any day.
XML Data
Apart from the UI report, you can go deeper to the advanced XML report for technical data
The XML report will give more detail about how the lead to be allocated
FAQ
Question | Answer |
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My franchisee received lead when he/she was not down to work? | Most likely because of the franchisee changed his/her work requirement after they received lead. You can check what the franchisee work status was when the lead was allocated.
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Franchisee received lead from where he/she was not down to? | It could because of the entered address was not recognised by Google, so an incorrect Geospaced information is returned.
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Franchisee received lead from previous client when he/she was down to 0? | Check the Franchisee Misc screen in FMS, the franchisee may want previous clients, even outside normal areas  |
Franchisee does not want any post-dated work but still receiving job from previous day. |
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Franchisee works in Zone A but receive lead from Zone B | Whenever Franchisee is working in Zone, they will receive lead from other zones as well. FMS does not consider if client is from the Zone the franchisee is working in today. |
Issues we have been having in FMS4
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