Performance and Analytics of Whizview

Staff Performance

It’s important to measure how your staff is doing so that they can improve based on these numbers. We calculate how much revenue an individual staff brought in or how many orders they closed. You can also run these analytics for different time durations to compare performances and identify trends.

Inquiry Tracking

Enquiry tracking is one of the core features of Whizview. Every enquiry is tracked when it get created and keeps a status at any point. The dashboard calendar helps you to visualize when an enquiry is created and how long it takes to close that enquiry along with the value and follow up details. The design helps optimize operations by supporting quick decision making. The immediate feedback on what’s available helps you to close the order.

Mobile Apps

Whizview Mob-App is also configurable with any mobile device with a browser. This means that you can take Whizview wherever you want, whenever you want. All the changes are automatically synced across all your devices so that you always have the live data for decision making.

Excel Import & Export

The functionality of exporting and importing of data into Excel is there which can be configurable upon request,

Invoice Management

You can generate an invoice against an order at any point in time. Your customers can also see these invoices when they log into their Whizview customer portal. You can also send the invoice to a customer directly from the order details.

Reports & Analytics (Dashboard KPI).

Analytics help you shape better decisions and strategies effectively. With a handful of filters, you can easily make sense of large amounts of financial & operational data. Growth graphs are also part of the package to show how you’re performing.

Customized Views

Define what you want to see and how you want to see it. You can use data grid view for detailed listing and thumbnail view for visuals. You can also specify data points that need to be listed in these views.

Notifications and Alerts

Never miss taking an action that pertains to important business events. Specify actions that generate emails to manage alerts. You can also switch to daily alerts digest if the emails become too frequent.

Services and Maintenance

Timely maintenance saves time & money and increases operational efficiency of an organization. The Service Module allows for tracking unavailability of an asset and maintenance costs over its lifetime. Well-maintained equipment helps retain the customers’ confidence and maximizes your ROI.

Asset Management

Whizview comes with an extensive asset tracking module. The complete life cycle of every asset is logged. With Whizview, you are always up-to-date as to when an asset was purchased, where has it been and how has it been used. Maximize ROI by efficiently tracking and managing each equipment item.

Image Library

All images and documents in an account are part of a central Document Library. You can upload images and documents in bulk here, and then associate them to an item, order or customer. If you’re handling a few hundred images and documents, having them at a central location in an organized way is a great help.

Tax Accounting

Taxes can be a hassle if you’ve not been keeping your books regularly. Whizview records the taxes with every order. Tax settings are flexible; choose tax names, rates and how they apply to an invoice. You can have as many different tax rates and types as you like. Whizview also supports tax free order line items.

Inventory Management

Whizview also supports full management of items that you sell. Track inventory stocks by location with alerts for low stock. Get insights into stock consumption and replenishment. You can rent and sell items in a single order.

History Trail of your data

Keep track of how your orders, customers, assets and inventory evolve. Know which stock a high turnover and which asset has got under-utilized. Have a detailed history trail of check-in/out, order life cycle, stock change, services, custom fields and more.

Customer Management

Keep a record of all your customers at a single place, using Whizview. Walk in customers (Chasing Customers)can be added on the fly and you can choose to record as much information as you require..

Custom Reports

If our extensive array of reports is not enough for your needs, we will help you to create whatever reports you want for Free of cost if the requirements are within the module scope. If major changes are involved that will be chargeable.

Documents Controller

Files can be uploaded to orders, customers, employees, assets and inventory. These can be PDFs, word documents, or any image file that you need to associate with a record. Your rental contracts, lease agreements, user manual of an equipment etc. can be accessed with ease when needed.

Revenue Tracking

Whizview gives you numbers on how well your business is doing. You see the worth of orders closed (by days, weeks or month) right on the dashboard. There are specialized reports for you to gauge your performance

Sub Renting or Cross hire

Sub Renting/Cross hire is an important aspect of a mid-sized rental businesses. The sub renting feature enables you to efficiently manage sub-rented items in orders. This can come in handy when you’re borrowing items from partners and renting them to your customers.