If you run a busy installation business, you probably know the feeling. You’ve got jobs flying in from multiple channels, office staff working both in-house and in the field, and things mostly seem to be running fine. But you have that gut feeling: some people might not be pulling their weight.
You don’t want to micromanage. But you do want proof. That’s why we built a report to provide you with real data instead of going with your gut.
What Is the User Productivity Report?
It’s a simple dashboard that tracks seven of the most common actions that happen inside Cilio; actions that directly impact how fast your jobs move, how well your team communicates, and how many times your office team’s hands touch jobs.
If someone’s doing the work, it shows up in the data. If they’re not, that shows up too.
Here’s how it works broken down in plain terms:
Buttons Pushed
Every Cilio client can set up their own “Hot Buttons”. These are one-click actions your team uses to move a job forward. It might send a confirmation to a customer, trigger a message to a tech, advance the job status, close out a task, or any one of a million things that make up your workflow.
More buttons pushed = more work getting done.
Job Notes, Attachments, and Touched Q&As
Your best team members not only complete jobs, they document them.
Job notes show who’s communicating. Attachments prove the work. And touched Q&As (custom fields your company uses to track things like install issues, arrival times, materials used, etc.) give you a way to monitor data quality across every job.
If someone’s updating Q&As, it means they’re engaged. If they’re not, you’ve got a training opportunity or potentially a red flag.
Scheduling Activity
This part of the report shows how many jobs a person scheduled, rescheduled, or had to adjust due to status changes. It’s a live look at who’s really keeping your calendar on track.
No More Guessing, Just Click the Numbers
Every number in the report links directly to a list of the jobs that were counted. If someone questions the data, they can click to see exactly which jobs counted and what actions were taken. It’s completely transparent, and it keeps the conversation objective.
Here’s Where the User Productivity Report Becomes a Game-Changer:
- Confirming appointments faster means fewer no-shows.
- Recording install details prevents confusion later on.
- Keeping jobs moving reduces missed timelines.
- Automating communication builds trust.
Tracking productivity is one thing, but delivering a better customer experience leads to higher satisfaction, which in turn leads to more jobs.
From Insight to Impact
This isn’t a tool for finger-pointing. It’s a tool for leveling up. The User Productivity Report gives you a clear picture of how your team is working behind the scenes, so you’re not relying on assumptions or gut feelings. It helps you spot gaps before they become problems and recognize high performers who are quietly keeping things moving.
Maybe someone’s struggling and needs a little training. Maybe someone else is quietly handling twice the volume. This report brings those patterns to light, giving you the opportunity to coach more effectively, rebalance workloads, and build a stronger, more motivated team.
Because here’s the truth: your team plays a huge role in how customers experience your business. You’re building a machine and need each cylinder to keep up and pull its own weight. Timely updates, fewer mistakes, and clear communication lead to smoother jobs, happier clients, and more opportunities to grow through referrals, repeat business, and a stronger reputation.
When you align your internal performance with what your customers experience on the front end, that’s when things really start to click. Faster responses. Happier customers. Better reviews. It’s not just about working harder, it’s about working smarter, together.
Want to See It in Action?
We’ll show you exactly how the User Productivity Report works and how to use it to improve performance, improve the customer experience, and get more done without adding headcount.
Schedule a demo today and let’s talk.
