ServiceTrade's Tech Scorecard is a useful tool for gathering at-a-glance information on your tech activity -- given a specific timeframe.
In order to use the Tech Scorecard most effectively, it is obviously 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). So with this 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 either make the scorecard seem inaccurate, as well as some things that can actually make the scorecard information inaccurate.
Using the Tech Scorecard
The image above shows how to access the Tech Scorecard within ServiceTrade. The Tech Scorecard sits in the sub-menu, under "Jobs". First, hover your cursor over the "Jobs" button on the main menu, then click "Tech Scorecard" in the sub-menu that appears when you hover over "Jobs".
Your Tech Scorecard will look something like the image below (minus the colorful annotations).
If you are using ServiceTrade correctly, there will be significantly fewer zeroes on the left-side. The next few sections will cover how to use the Scorecard, and what information you should expect to see when you specify your date-range of interest.
Setting Your Desired Date Range
See the animated graphic image file below, which illustrates how you can set your target date range, beginning by clicking on the small calendar icon at the top-left of the page (just to the left of the "Technician Scorecard..." title).
Once you have selected the desired date range, the scorecard will then refresh and you will be presented with the data from that time period.
In the above image, we can see on the left-hand side the 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. For jobs on which more than one technician performed work, the invoiced revenue for that job is distributed evenly among all techs for that job. For instance, if three technicians worked together on a job for which the invoice total was $900, each of the three technicians would be allocated $300.
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.