Email WIP at Risk
Stay on top of your jobs and don't miss it when they go south. Receive weekly emails listing your jobs at risk.
- Automated weekly email
- Get warnings about jobs going off the rails as and when it happens, not weeks later.
- Shows issues with over servicing and extra hours tracked.
On the same day and time every week, wayahead can email you a PDF summary of your jobs that are potentially at risk. This could be because you have used more time than planned, because there are extra hours tracked or because you have over serviced on items with a specific status. The idea is to try and catch issues as soon as possible instead of waiting for the job to go completely off the rails. You will see how much time was used vs planned and how much a part of the job was over or under serviced.
Grouped and filtered
You can set up separate weekly schedules so each account manager gets a list of their own jobs at risk. Or you can have an email go out for all jobs. The report will have all jobs grouped by account manager and by client for clarity. For each schedule you can also choose which risk categories to include.