Technician Performance Report

Accessing the Report

To open the Technician Performance Report:

1. Click Reports on the top dashboard.
2. In the left panel, select Technician Performance.
3. Choose from the following report types:
   • Employees Performance
   • Profitability Detail
   • Performance by Job
   • Performance by Labor Hours
   • Profitability by Tech
   • Revenue by Tech

Employees Performance Report

This report provides insights into each technician’s assigned and completed jobs.

Key Metrics:

• Employee Name – Name of the technician.
• Capacity – Maximum workload capacity.
• Budget – Estimated time for assigned jobs.
• Actual – Hours worked.
• Variance – Difference between estimated and actual time.
• # Of Jobs Assigned / Completed – Count of jobs assigned and completed.
• # Of Tasks Assigned / Completed – Count of tasks assigned and completed.

Generating the Report:

1. Open Reports > Technician Performance > Employees Performance.
2. Select employee(s) and date range.
3. Click Get Report.
4. Use quick selection: Yesterday | Today | Last Week | This Week | Last Month | This Month.

5. Export the report:

• PDF or Excel via the Actions button.

6. When you click on an employee’s name in the Employee Performance Report, it will open a detailed view showing their job performance, organized by customer.

What’s in the report:

• Customer Name – The name of the customer
• Description – Job description
• Job # – Job number
• Budget – Estimated hours for the job
• Actual – Actual hours worked
• Variance – Difference between estimated and actual hours
• # Tasks – Number of tasks completed
• Completion Date – When the job was completed

Exporting the Report:

To save or share the report, click Export to PDF.

7. Configure Report Columns

• Turn columns on or off to control their visibility in the report. Disabled columns will be removed when the report is generated.

7. Add to Favorites

• If you use this report often, add it to Favorites.
• After adding a report to Favorites, a Favorites Tab appears at the top right of the left panel. All favorite reports will also be listed in the top panel for quick access.

Employee Performance Details Report

In the Employee Performance Report, click on an employee’s name to view a detailed breakdown of their job performance. This report is grouped by customer and shows individual job details.

What You’ll See in the Report:

• Customer Name – Who the job was for
• Description – Job summary
• Job # – Job ID number
• Budget – Estimated hours for the job
• Actual – Actual hours worked
• Variance – Difference between estimated and actual hours
• # Tasks – Total tasks completed for the job
• Completion Date – When the job was finished

Exporting the Report

To download this report, click Export to PDF at the top of the page.

Profitability Detail Report

This report shows total jobs and profit per technician.

Gross Profit = (Invoice Total – Total Cost)

Key Metrics:

• Date – Report date.
• Employee Name – Technician’s name.
• Customer – Client name.
• Job # – Job ID.
• Start Time
• End Time
• Job Time – Total job time.
• Labor Cost – Job time * labor rate.
• Invoice Total – Final billed amount.
• COGS – Cost of inventory used.
• Total Cost – Labor cost + COGS.

Generating the Report:

1. Go to Reports > Technician Performance > Profitability Detail.
2. Select employee(s) and date range.
3. Click Get Report.
4. Export as PDF or Excel via Actions.

Performance by Job Report

This report details technician work per job.

Key Metrics:

• Job # – Job ID.
• Description – Job details.
• Hours Worked – Time spent on job.
• Status – Job progress.
• Start / End Time – Job duration.
• Estimated – Estimate amount.
• Invoiced Amount – Invoice amount.

Generating the Report:

1. Go to Reports > Technician Performance > Performance by Job.
2. Select job start and end date.
3. Click Get Report.
4. Export as PDF or Excel.

Budget and Variance Columns in Performance by Job Report

The Performance by Job Report now includes Budget and Variance columns.

Testing Example

• A job is created with 1 hour estimated time.
• An employee logs 30 minutes on the timesheet for that job.

Report Output

• Budget = 01:00:00
• Hours Worked = 00:30:00
• Variance = 00:30:00

Performance by Labor Hours Report

Tracks total hours worked by each technician.

Key Metrics:

• Employee Name – Technician name.
• Time Worked – Total hours worked.
• Paid Time – Billable working hours.
• Billable Hours – Hours charged to clients.
• Bill Time – Amount billed to clients.
• Profit – Earnings after costs.

Generating the Report:

1. Go to Reports > Technician Performance > Performance by Labor Hours.
2. Select employee(s) and date range.
3. Click Get Report.
4. Export as PDF or Excel.

Profitability by Tech Report

Shows job profitability per technician.

Key Metrics:

• Employee Name – Technician name.
• Customer – Client name.
• Job # – Job ID.
• Job Description – Work details.
• Revenue – Income from job.
• Cost – Expenses related to the job.
• Profitability – Revenue minus cost.

Generating the Report:

1. Go to Reports > Technician Performance > Profitability by Tech.
2. Select employee(s) and date range.
3. Click Get Report.
4. Export as PDF or Excel.

Revenue By Tech Report

Displays total revenue generated per technician.

Key Metrics:

• Employee Name – Technician name.
• Customer – Client name.
• Job # – Job ID.
• Job Description – Work details.
• Revenue – Total income.

Generating the Report:

1. Go to Reports > Technician Performance > Revenue by Tech.
2. Select employee(s) and date range.
3. Click Get Report.
4. Export as PDF or Excel.

This simplified guide makes it easier to understand and generate Technician Performance Reports.