Using the Tech Scorecard

Adam Graetz
Adam Graetz
  • Updated

ServiceTrade's Tech Scorecard is a useful tool for gathering at-a-glance information on your tech activity within a specific timeframe.

To use the Tech Scorecard most effectively, it is important to understand the rules that drive what information appears in the Tech Scorecard for your designated date range (as well as how these rules may differ from your expectations). With a goal of "behavioral understanding" in mind, this article will provide a comprehensive overview of the Tech Scorecard.

Additionally, it will cover what conditions are required for an event to appear in a certain place on the scorecard page, as well as some common sources of confusion that can make the scorecard seem inaccurate, as well as some things that can make the scorecard information inaccurate.

 

Using the Tech Scorecard

The Tech Scorecard sits in the sub-menu, under Jobs.

  1. First, click on Jobs in the main navigation bar.
  2. Then click Tech Scorecard from the sub-nav menu.

 

Your Tech Scorecard will look something like the image below.

If you use ServiceTrade correctly, there will be significantly fewer zeroes on the left side. The next few sections will cover how to use the Tech Scorecard, and what information you should expect to see when you specify your date range of interest.

 

Setting Your Tech Scorecard Date Range

 

  1. Begin by clicking on the small calendar icon at the top-left of the page (just to the left of the "Technician Scorecard" title.)
  2. Then select the desired date range from the drop-down menu, or specify your own start and end dates under the Custom option.
    Once you have selected the desired date range, the Tech Scorecard will refresh and you will be presented with the data from that time period.

 

ST-Office_Tech_Scorecard_Date_Range.gif

 

In the above image, we can see on the left-hand side the Time Log shows clock event types, which are then given the Total Technician time.

The right-hand side, beneath Appointments, shows a breakdown of the on-time, late, and missed Appointments per Technician.

In addition, there is also an Invoices column, which indicates the revenue collected by the Technician during the given time frame.

  • If there are multiple technicians involved on the job, the revenue is divided evenly among all technicians who were assigned to at least one completed appointment on the job. The revenue distribution is NOT weighted by the number of appointments on which each technician appears -- everybody gets an even split.
    • Example: if three Technicians worked together on a Job for which the invoice total was $900, each of the three Technicians would be allocated $300.
  • Revenue is shown for jobs completed for the selected timeframe. It doesn't matter when those jobs were scheduled or when their invoices were created.
    • Example: If "this week" is selected, then revenue for all jobs that were completed this week will be shown.
  • Revenue = invoices whose status is anything other than "void", and which are NOT "external" invoices. (An external invoice is created by using the "I already have an invoice" workflow in the invoicing window of the job page. Most customers don't use this feature.)
  • Revenue amounts are pre-tax.

Note: Additional information regarding how the Appointments and Invoices fields are calculated is available by hovering your cursor above the "i" icon next to the column headers.

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