FMS5 - Franchisor Dashboard FAQ

Owned by mitchell wong (Unlicensed)
Last updated: 01, Nov, 2022 by Arthur (Unlicensed)
2 min read

Definition of Lead Types

  • Jim’s Serviced by Franchisee

    • Lead came through the Jim’s brand and was allocated to a Jim’s franchisee

    • Does not include any pickups (see definition of pickup below)

  • Jim’s Serviced by Contractor

    • Lead came through the Jim’s brand but there was no available franchisee

    • It was allocated by a Jim’s Plus contractor

  • Jim’s Unserviced

    • Lead came through the Jim’s brand but was not allocated to a franchisee or contractor

  • Jim’s Pickup

    • The client called the franchisee directly. The lead did not come through the Jim’s system.

  • Jim’s Plus Serviced by Franchisee

    • Lead came through the Jim’s Plus brand but was allocated by a Jim’s franchisees

  • Jim’s Plus Serviced by Contractor

    • Lead came through the Jim’s Plus brand and was allocated by a Jim’s Plus contractor

  • Jim’s Plus Unserviced

    • Lead came through the Jim’s Plus brand but was not allocated to a franchisee or contractor

 

Grouping of Leads

  • Total Jim’s Leads = Jim’s Serviced by Franchisee + Jim’s Serviced by Contractor + Jim’s Unserviced

 

Why are the numbers in this report different from FMS4

Certain reports in FMS4 group the leads using lead_date while other reports in FMS4 group the leads using date_created. Please see below for the explanation of the difference.

To reduce the confusion, the FMS5 report has standardised the measures by only grouping the leads using the date_created. The numbers will eventually reconcile, but may be placed in different time buckets for a specific time period.

date_created: the date when the client called

lead_date: the date the client wanted to schedule the job

Example: Customer A called the call centre on 1 Jan 2021 to request a job. He/she wanted the job to be done on 15 Jan 2021. The date_created is 01/01/2021 and the lead_date is 15/01/2021.

 

WIP - More being added - TBC