Scheduling Report

Scheduling is the process of arranging, controlling, and optimizing work and workloads.  Scheduling is used to allocate service resources, plan job schedules, plan service processes, and purchase materials. 

To access Scheduling Report, click on the Reports Module from the top dashboard> on the left panel, click Scheduling

When you click on the drop-down arrow beside Scheduling, it will show its subcategories for the reports that are available:

  • Job 
  • Job by Customer
  • Items Used by Customer
  • Items used
  • Form
  • Employees Performance
  • Estimated vs Actual
  • Employee Profitability
  • Reminders
  • Tag Report

Job Report

In this report, you can find a detailed report of all the jobs that were assigned or worked by field employees. These are all the details you will be able to find in this Report:

  1. Customer Name 
  2. Customer Location 
  3. Employee Name 
  4. Job Number 
  5. Service Type 
  6. Status
    • In the status, you will be able to determine if the Job has been started, declined, or completed.
  7. Schedule Date 
    • The actual date the job was scheduled.
  8. Schedule Time
    • The actual time the job is scheduled. 
  9. Actual Time 
    • The actual time the field employee started the job.
  10. Estimated Duration
    • The preconfigured duration of how long the job is estimated to be performed.
  11. Actual Duration 
    • The actual duration the field employee has finished the job.

Access Job Report:

  1. Click on the Reports Module
  2. On the left panel, select Scheduling
  3. On the drop-down, click on Jobs

Generate Job Report

On the Job Report page, you can generate your Field Employees’ Job Reports. Once Report is generated you will be able to see all the Jobs that were assigned or worked by the selected field employee with all details mentioned above.

To generate a job report:

  1. On the Job report page, select which field employees‘ job reports you would like to view.
    • You can filter field employees by the search bar, on the drop-down, by groups, or select all employees.
  2. Select a Start Date and End Date– By filtering out the start and end dates, you are filtering out the Schedule date of a Job assigned/worked by the selected field employee.
  3. After filtering out field employee/s and the Start/End date, click on Get Report.

Alternately, you can also select a period rather than selecting a specific date. Click on the desired specific period, then click Get Report.

Yesterday | Today | last Week | This Week | Last Month | This Month 

After we were able to generate a job report, you should be able to see all jobs assigned to the employee we filtered out with all of their details from the employee name, employee, id, customer name, customer location, job status, and etc.

Export Job Report

You will have an option to export the Job Report into an Excel File or PDF File and save it on your computer for historical data.

  • Click on export to excel or export to PDF to download the report to your computer. Either way, you can completely see the details on the report. 

You can also Automatically schedule a report on a specified frequency. Refer to Schedule Report Module

Job by Customer 

  • In this report, you can find a summary of all the jobs assigned to a customer in a specific period. These are all the details you will be able to find in this Report:
    1. Customer Name 
    2. Customer Location 
    3. Employee Name 
    4. Job Number 
    5. Service Type 
    6. Status
      • In the status, you will be able to determine if the Job has been started, declined, or completed.
    7. Schedule Date 
      • The actual date the job was scheduled.
    8. Schedule Time 
      • The actual time the job is scheduled.
    9. Actual Time 
      • The actual time the field employee started the job.
    10. Estimated Duration 
      • The preconfigured duration of how long the job is estimated to be performed.
    11. Actual Duration 
      • The actual duration the field employee has finished the job.

Access Job by Customer Report:

  1. Click on the Reports Module
  2. On the left panel, select Scheduling
  3. On the drop-down, click on Jobs by Customer

Generate Job by Customers Report

On the Job by Customer Report page, you can generate all the jobs assigned to a specific customer. Once Report is generated you will be able to see all the Jobs that were assigned to the selected customer with all details mentioned above.

To generate a job by customer report:

  1. On the Job by customer report page, select which customer’s job reports you would like to view.
    • You can filter customers by the search bar or on the drop-down. Note that we can only select one customer at a time.
  2. Select a Start Date and End Date- By filtering out the start and end dates, you are filtering out the Schedule date of a Job assigned to the selected customer.
  3. After filtering out the customer and the Start/End date, click on Get Report.

Alternately, you can also select a period rather than selecting a specific date. Click on the desired specific period, then click Get Report.

Yesterday | Today | last Week | This Week | Last Month | This Month 

After we were able to generate a job report, you should be able to see all jobs for the selected customer we filtered out with all of their details from the employee name, customer name, customer location, job status, etc.

Export Job by Customer Report

You will have an option to export the Job by Customer Report into an Excel File or PDF File and save it on your computer for historical data.

  • Click on export to excel or export to PDF to download the report to your computer. Either way, you can completely see the details on the report. 

Items used by Customer 

  • In this report, you can find a summary of all the items used by customers during a specific period with the following Information: 
    • Customer Name 
    • Field Employee 
    • Field Employee ID.  
    • Date
    • Part Name 
    • Cost
    • Price
    • Quantity
    • Job ID 

Access Items Used by Customer Report:

  1. Click on the Reports Module
  2. On the left panel, select Scheduling
  3. On the drop-down, click on Items Used by Customer

Generate Items Used by Customer Report

On the Items Used by Customer Report page, you can generate all the items used on a job by a certain customer. Once Report is generated you will be able to see all the items used that were assigned to the selected customer with all details mentioned above.

To generate an Items Used by Customer report:

  1. On the items used by customer report page, select which customer items used reports you would like to view.
    • You can filter customers by the search bar or on the drop-down. Note that we can only select one customer at a time.
  2. Select a Start Date and End Date- By filtering out the start and end dates, you are filtering out the date of when the items were used by the selected customer.
  3. After filtering out the customer and the Start/End date, click on Get Report.

Alternately, you can also select a period rather than selecting a specific date. Click on the desired specific period, then click Get Report.

Yesterday | Today | last Week | This Week | Last Month | This Month 

After we were able to generate items used by customer report, you should be able to see all items used for the selected customer we filtered out with all of their details from the employee name, customer name, item/part name, cost, price.

Export Items Used by Customer Report

You will have an option to export the Items Used by Customer Report into an Excel File or PDF File and save it on your computer for historical data.

  • Click on export to excel or export to PDF to download the report to your computer. Either way, you can completely see the details on the report. 

Items Used

In this report, you can find a summary of all the items used during a specific period of time with the following information:

  1. Date
    • The Date of when the item was used.
  2. ID
    • The SKU of the item.
  3. Name
  4. Description
  5. Price
  6. Quantity Used 
  7. Quantity on Hand

Access Items Used Report:

  1. Click on the Reports Module
  2. On the left panel, select Scheduling
  3. On the drop-down, click on Items Used

Generate Items Used Report

On the Items Used Report page, you can generate all the items used on completed jobs. Once Report is generated you will be able to see all the items used on a job with all details mentioned above.

To generate an Items Used report:

  1. On the items used report page, select items you would like to get the report of that was used on a specific date.
    • You can filter items by the search bar, on the drop-down, or select all. You can select multiple items if you want.
  2. Select a Start Date and End Date- By filtering out the start and end dates, you are filtering out the date of when the items were used.
  3. After filtering out the item/s and the Start/End date, click on Get Report.

Alternately, you can also select a period rather than selecting a specific date. Click on the desired specific period, then click Get Report.

Yesterday | Today | last Week | This Week | Last Month | This Month 

After we were able to generate Items Used report, you should be able to see all items used for the selected date with all of their details from the item name, the date when the item was used, the item description, the price, the quantity used and on hand.


Export Items Used Report

You will have an option to export the Items Used Report into an Excel File or PDF File and save it on your computer for historical data.

  • Click on export to excel or export to PDF to download the report to your computer. Either way, you can completely see the details on the report. 

Forms Report 

In this report, you can find a detailed report of all the submitted electronic forms that were filled out by field employees or customers (depending on the type of form) from a dispatched job. These are all the details you will be able to find in this Report:

  1. Employee Name
    • Name of the field employee who submitted the form. 
  2. Form Name 
  3. Date
    • The date of when the form was submitted.
  4. Time
    • The exact time the form was submitted.
  5. Customer
    • Which customer’s job the form was dispatched.
  6. Job Number
  7. Location
    • The location of the job where the form was submitted.

Access Forms Report:

  1. Click on the Reports Module
  2. On the left panel, select Scheduling
  3. On the drop-down, click on Forms

Generate the Form Report

On the Form Report page, you can generate all the submitted forms from dispatched jobs. Once Report is generated you will be able to see all forms that were used in a job.

  1. On the Form report page, select which field employees‘ submitted form you would like to view.
    • You can filter field employees by the search bar, on the drop-down, by groups, or select all employees.
  2. Select a Start Date and End Date– By filtering out the start and end dates, you are filtering out the date of when the form was submitted.
  3. After filtering out field employee/s and the Start/End date, click on Get Report.

Alternately, you can also select a period rather than selecting a specific date. Click on the desired specific period, then click Get Report.

Yesterday | Today | last Week | This Week | Last Month | This Month 

After we were able to generate the Form Report, you should be able to see all the submitted forms with all of their details from the employee name, form name, the date and time when the form was submitted, etc.


Export Form Report

You will have an option to export the Form Report into an Excel File or PDF File and save it on your computer for historical data.

  • Click on export to excel or export to PDF to download the report to your computer. Either way, you can completely see the details on the report. 

Employee Performance Report

This report will show how well your field employees are performing, you can compare employees’ performance based on their jobs. These are the following details that will show in this report:

  1. Employee Name 
  2. Capacity   
  3. Budget
  4. Actual
  5. Variance
  6. # of Jobs Assigned/Completed
  7. # of Tasks Assigned/Completed 

Access Employee Performance Report:

  1. Click on the Reports Module
  2. On the left panel, select Scheduling
  3. On the drop-down, click on Employee Performance

Generate the Employee Performance Report

On the Employee Performace Report page, you can generate all field employees’ performance based on their jobs and compare them. Once Report is generated you will be able to see how your employee is performing.

  1. On the employee performance report page, select which field employees‘ performance would like to view.
    • You can filter field employees by the search bar, on the drop-down, by groups, or select all employees.
  2. Select a Start Date and End Date– Filter out the start and end dates.
  3. After filtering out field employee/s and the Start/End date, click on Get Report.

Alternately, you can also select a period rather than selecting a specific date. Click on the desired specific period, then click Get Report.

Yesterday | Today | last Week | This Week | Last Month | This Month 

After we were able to generate the Employee Performance Report, you should be able to see the breakdown of details so that you can compare who among them is performing very well.


Export Form Report

You will have an option to export the Employee Performance Report into an Excel File or PDF File and save it on your computer for historical data.

  • Click on export to excel or export to PDF to download the report to your computer. Either way, you can completely see the details on the report. 

Estimated vs Actual Report 

  • In this report, you can find a summary of all the estimates made versus the actual invoiced on a specific period with the ff. Information: 
    • Date
    • Customer Name and Location
    • Estimate No
    • Estimate Description
    • Estimated
    • Actual Material
    • Actual Labor
    • Invoiced
    • Profit

Access Estimated vs Actual Report:

  1. Click on the Reports Module
  2. On the left panel, select Scheduling
  3. On the drop-down, click on Estimated vs Actual

Generate Estimated vs Actual Report

On the Estimated vs Actual Report page, you can generate all customer’s jobs with details about the estimated cost of materials used and the actual cost of materials used on the job. Once Report is generated you will be able to see detailed information about the estimated vs actual/invoiced cost of materials used, profit, etc.

  1. On the Estimated vs Actual page, filter out the Start and End Date. Note that you are filtering out the date of when the customer job was created.
  2. Click on Get Report.

Alternately, you can also select a period rather than selecting a specific date. Click on the desired specific period, then click Get Report.

Yesterday | Today | last Week | This Week | Last Month | This Month 

After we were able to generate the Estimated vs Actual Report, you should be able to see the customer’s jobs with details about the estimated cost of materials used vs the actual/ invoiced cost of materials used on the job, the profit gained, etc.


Export Estimated vs Actual Report

You will have an option to export the Estimate vs Actual Report into an Excel File or PDF File and save it on your computer for historical data.

  • Click on export to excel or export to PDF to download the report to your computer. Either way, you can completely see the details on the report. 

Employee Profitability Report 

  • In this report, you can find a summary of your employees’ profitability for a specific period with the ff. Information: 
    • Date
    • Employee Name 
    • Customer
    • Job No 
    • Start
    • End
    • Job Time
    • Labor Rate
    • Labor Cost
    • Invoice Total
    • COGS
    • Total Cost
    • Gross Profit

Access Employee Profitability Report:

  1. Click on the Reports Module
  2. On the left panel, select Scheduling
  3. On the drop-down, click on Employee Profitability


Generate Employee Profitability Report

On the Employee Profitability Report page, you can generate all Field employee’s jobs.

  1. On the Employee Profitability Report page, filter out Field Employees.
    • You can filter out employees by the search bar, select all, by group, or select multiple by ticking on the box.
  2. Select Start and End Date- When filtering out the start and end date know that you are filtering out the date the job was created.
  3. After filtering out field employee/s and the Start/End date, click on Get Report.

Alternately, you can also select a period rather than selecting a specific date. Click on the desired specific period, then click Get Report.

Yesterday | Today | last Week | This Week | Last Month | This Month 


Export Employee Profitability Report

You will have an option to export the Employee Profitability Report into an Excel File or PDF File and save it on your computer for historical data.

  • Click on export to excel or export to PDF to download the report to your computer. Either way, you can completely see the details on the report. 

Reminders Report 

  • In this report you can find a summary of all your reminders per status; Open, Postponed, Completed | Inventory, Jobs, Services, Equipment, Parts; on a specific period with the ff. Information: 
    • Reminder
    • Subject
    • Description
    • Created by
    • Due Date
    • Created Date/Time
    • Assigned to
    • Status

Access Reminders Report:

  1. Click on the Reports Module
  2. On the left panel, select Scheduling
  3. On the drop-down, click on Reminders

Generate Reminders Report

  • You can filter the report by the following: 
    • Status–Current status 
      • Click on Selected 
      • You can SELECT ONE or MORE from the Drop Down Menu 
    • Date/s – specific date of the report  
      • Select the start date and end date  
    • After you selected the customer/s and the start and end date, click Get Report. 

Alternately, you can also select a period rather than selecting a specific date. Click on the desired specific period, then click Get Report.

Yesterday | Today | last Week | This Week | Last Month | This Month 


Export Reminders Report

You will have an option to export the Reminders Report into an Excel File or PDF File and save it on your computer for historical data.

  • Click on export to excel or export to PDF to download the report to your computer. Either way, you can completely see the details on the report. 

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