End-of-day service manager summary: a template

A service manager may already know which calls are still open at the end of the day. This template provides a consistent order for recording end-of-day figures from the relevant screens, so that one day can be compared with the next. Each line says what to count and where to get the number.

Before you fill it in

In the e-automate screens we use, this information is spread across several places. The template draws from several screens, with multiple lines coming from the same console, and for this template, we count the lines marked manual by hand. Mark those lines “manual” on your sheet, so nobody mistakes a hand count for a system figure. We kept the list short to make daily completion more manageable.

The template

| Line | What to record | Where it comes from | |---|---|---| | Open service calls | Calls still open at close, for each technician | Dispatch Console, Service calls for [Technician(s)] region, which lists open service calls for the technicians you select | | Calls by status | Count of calls in each status: Pending, Dispatched, Complete, Cleared and OK to Invoice | Dispatch Console, Show icon (opens the Multiple Call Status Selection window) and count the filtered calls by hand | | Technician availability | Technicians shown as Available at close | Dispatch Console, Technicians region | | Complete, not yet invoiced | Calls marked Complete that still need their invoice | Dispatch Console, Show icon, then count Complete calls by hand | | Meter readings received | Readings received, tallied as they arrive | Meter Reading Console, Meter readings list to check entries (manual) | | Meter readings invalidated | Readings marked as not used for contract billing | Meter Reading Console, Invalidate meter reading (manual) | | Meter requests sent | Requests sent by email or fax | e-agent Meter Reading Request task (manual, from your own records) | | Supply orders still open | Sales orders not yet fulfilled | Sales order status, Open until the order is fulfilled | | Calls closed without labor | Calls known from your own records to have no labor entry | Your own records (manual) |

How to read the lines

Read the open calls next to the technician line, because the pair tells you more than either number does alone. If calls remain open while technicians show as Available, review the dispatch assignments. If few or no technicians are available, review workload and capacity.

Keep calls without labor records separate. Service Statistics only includes calls that have at least one labor record, so a call closed without a labor record won’t appear there. Compare your list of closed calls with the calls Service Statistics includes, so the calls it leaves out are visible. Investigate any difference before drawing a conclusion.

For this template, keep a tally of readings as they arrive, and check entries against the Meter readings list. The export on the Meter Reading Console covers the Metered equipment list, not individual readings, so tally the day’s readings as they come in. Watch the invalidated line closely. Invalidated readings aren’t used for contract billing, so e-automate requires new readings for contract billing.

Keep the template the same every day

1. Pick one time to fill it in, and use that time every day.
2. Fill the table from top to bottom, in the order above.
3. Mark each manual line, and keep the tally with the day’s file.
4. Compare the same weekday across weeks before you judge a single day.
5. Note any change to the way calls are logged, such as a branch that began recording labor later, so the trend makes sense.

Where Auralis fits

Auralis offers light dashboards: an end-of-day summary, a dispatch room and branch/exec views. If you’re comparing tools, ask any vendor which e-automate screen each number comes from, and whether a person can check it against the record. If a vendor cannot explain the source of each number or how it can be checked, treat the summary as unverified.

For a comparison of automation approaches, you can download Choosing the right AI automation for your team, a guide that compares scripted bots, generic chatbots and AI agents.

Sources

• ECI, e-automate online help (version 250): Using the Dispatch Console, Dispatching Service Calls, Completing Service Calls, Service Statistics, Using the Meter Reading Console, Configuring Meter Reading Requests, Creating Supply Sales Orders.
• Auralis, Choosing the right AI automation for your team, guide page, checked Oct 23, 2026.
• Auralis product information (internal).
• Auralis conversations with dealers (internal).