Being able to compare how many hours your technicians are working versus what you're selling to your customers can be critical to profitability. So having a report that helps brings that information front and center is essential to your business.
The Flat Rate Hours Charged vs. Hours Worked report helps solve some of the following questions:
- See how many hours a technician worked versus what was sold?
- See if your technician's are completing their tasks efficiently?
- See how many hours a specific technician worked?
1. In FieldEdge, select Reports.
2. Select Performance Reports from the Interactive Report section.
3. Select the Time Worked vs. Expected Flat Rate Time report.
1. Search by Customer, WO#: here you can look up a particular customer or a specific work order.
2. Filters: further narrow the results of your search by more specific criteria.
- all: selecting this will broaden your search results to include all possibilities.
- over labor: this will filter by work order's where the technicians actual work exceeds the flat rate labor amount.
- under labor: will display work order's where the technicians actual work was below the flat rate labor amount.
- select date: selecting this will allow you to narrow the search by a specific date.
- all techs: this filter will allow you to specify a particular technician or all techs.
- select class: selecting this will narrow the results by a particular class.
- select task: narrow the results based on a specific work order's task.
3. Export: you may download the data of this report in a .CSV / Excel format.
4. Headers: this row provides identification for the columns and their respective details.
- Date: displays the work order's created date.
- Customer: displays the customer associated to the work order.
- WO#: the numerical reference number of the work order.
- Task Type: the task specified on the work order.
- Class: this column represents the class associated with the work order.
- Work Time: estimated value based on the number of items on the quote.
- Flat Rate Time: represents the sum of all the flat rate hours included on the Work Order.
- Non - Flat Rt. Labor: represents the sum of all of the non-flat-rate labor item quantities on the Work Order.
5. Total by Employee: Individual totals for Worked Time, Flat Rate Time, and Non - Flat Rt. Labor.
6. Employee: the name of a particular employee being reported.