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 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 navigation menu.
- Then click Tech Scorecard.
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
- Begin by clicking on the small calendar icon at the top-left of the page (just to the left of the "Technician Scorecard" title.)
- 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.
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.
- Note: 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.
- 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.
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.