Technician Upsell Report
Track Technician Upsell Activities
The Technician Upsell Report is used to track and summarize upsell activities performed by service technicians over a specified period, gauging who is generating additional revenue. The Service Manager and Fixed Operations typically utilize this report.
Frequency: Weekly and Monthly
Management Review: Service managers use this report to evaluate technician upsell effectiveness, identify top performers, and spot areas for improvement.
Compensation & Incentives: The data can inform bonus or incentive programs based on upsell performance.
Operational Insights: Helps track which pay types and departments are generating the most upsell revenue.