Technician Dispatch Legacy Report

Overview

The Technician Dispatch Report gives you a breakdown of dispatched jobs. Use this report to view technician activity, job status, invoice total, and more.

Who uses this feature

Administrators and managers
Applies to all business types

Things to know

Data in this report is based on the date of the timesheet activity.
The Technician Dispatch Report and the Technician Dispatch Summary Report both provide the same information, with minor differences:
- Signature boxes: The Technician Dispatch Summary Report does not include signature boxes. The Technician Dispatch Report does include signature boxes.
- Payment totals: The Technician Dispatch Summary Report provides totals of all payments, by technician. The Technician Dispatch Report includes totals by payment type broken out by payment type, by technician.

Find the report

The Technician Dispatch Report is a legacy report. To find it:

Go to the navigation bar and click Reports.
In the side menu, click Legacy Reports.
On the Reports screen that opens, use the Search field to find the Technician Dispatch Report and then click the report name to open it.
Tip: You can also schedule the report by clicking Schedule next to the report name
On the Technician Dispatch Report that opens, set your filters and then click Build to run the report.

After you click Build, the report opens in a new tab.

Filter the report

The Technician Dispatch Report includes the following filters:

Technician: Filter by technician. This report can be run by a single technician or all technicians.
Business Unit: Filter by business unit of the technician. This report can be run by a single business unit or all business units.
Date Range: Filter by date range of the timesheet activity. Use the From and To fields to set a custom date range.

Note: Data is based on the date of dispatch and arrival.

View or download the report

Click Build to view the report in a new tab.

You can also download the report:

Download PDF
Export to Excel
Export to Comma separated (*.csv)
Export to Excel (Allow Long-Running)

Explanation of report columns

The report includes the following columns:

Customer	Customer name. This is the Bill To customer on the invoice.
Date	Dispatch/arrival date. Date the technician was dispatched and arrived at the job.
Job #	Job number.
Dispatched	Time the technician was dispatched to the job, on the dispatch/arrival date.
Arrived	Time the technician arrived at the job, on the dispatch/arrival date.

Closed	Time the job was completed, or the time the technician finished work for the day, on the dispatch/arrival date.
Status	Current job status.
Inv. #	Invoice number. This is the invoice attached to the job.
Total	Invoice total. This total includes tax.
Payments	Customer payments made on the invoice. If more than one payment is made on the invoice, all payments will be listed here.

Payment totals

Below each technician section, you see all customer payments made on invoices listed under the technician. These include the total customer payments for that payment type. Payment types can include check, credit card, cash, refund, turns financing, Greensky, and more.

Want to learn more?

See Legacy reports