Report on appointments: Multi-day jobsLast updated on 03/22/2022
If you used a multi-day workflow for services and installs, your report results can change when you transition to appointments. See how your reports are enhanced by appointments.
Things to know
If you’re not ready to switch to the multiple appointments workflow, you can continue to book multi-day jobs using the single appointment automatically generated for each job.
Overview
Before appointments were introduced in ServiceTitan, there were three ways to book multi-day services and installs:
Method 1—Book a separate job for every day of work
Method 2—Book a single job lasting multiple days
Method 3—Book a single job and reschedule the job at the end of every workday using the Done for Now feature
With appointments, you can create separate appointments for each day of work on a single job. This allows you to:
More accurately schedule technicians
Manage multiple teams on a single install
Better track overall job progress
Transition to jobs with multiple appointments
When you transition your multi-day workflow to appointments, your report results can change.
Method 1 - Multi-job workflow
Before appointments, if you booked a separate job for every day of work, several job-related metrics in reports change when you transition to a multi-appointment workflow. For details, see Reporting: Transition from a multi-job workflow to appointments.
Method 2 - Single job, multiple days
Before appointments, if you booked a single job that spanned multiple days, when you transition to a multi-appointment workflow, job-related metrics in reports do not change.
However, because there are appointment-related metrics available in the Jobs dataset, you can drill down to view more specific report details than you could before appointments. For more details, see Run custom appointments reports.
Method 3 - Single job, rescheduled with Done for Now
Before appointments, if you rescheduled a single job at the end of the workday to manage multi-day jobs, the start date of the job changed to the new rescheduled date. For example, the job start date of a five-day job that you rescheduled multiple times would be the date of the fifth day of work.
When you transition to multi-appointment jobs, the job start date is the date of the earliest scheduled appointment. Reporting metrics that depend on job start date can differ from the job rescheduling workflow.
To report on appointment-related metrics, see Run custom appointments reports.
Key performance indicators affected
You can expect changes in reporting when you transition to an appointments-based workflow from methods 1 and 3 outlined above.
Review this list of report templates and the affected key performance indicators (KPIs):
Business Unit Performance template
Campaign Summary template
Customer Memberships template
Customers template
Equipment template
Estimates template
Jobs template
Locations template
This report is limited to locations with job activity in the date range. Since multi-appointment jobs can take longer to be included in reports, this could result in fewer locations populating in a given date range. Adjust your date filters accordingly.
Office Performance template
Technician Performance template
Most KPIs require the technician to have a non-0% split on the job. Make sure splits are adjusted accurately on completed invoices to ensure accurate reporting.