Technician Dispatch Summary Legacy Report

Overview

This report provides a breakdown of dispatched jobs. Data 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.

Who uses this feature

Administrators and managers
Applies to all business types

Find the report

The Technician Dispatch Summary 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 Summary 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 Summary 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.

Report filters

Technician

Filter by technician. This report can be run by a single technicians 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.

View or download the report

Click Build to view the report.

The report can be downloaded in three different formats:

Download PDF
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)

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.

Explanation of report totals

At the bottom of each technician section, right above the signature boxes, you will find Payments. These totals include all customer payments made on invoices listed under the technician.

Payments (Check, Credit Card, Cash, Refund, Turns Financing, Greensky, etc..)	Total customer payments, for that payment type.
Total	Total customer payments, for all payment types.