Technician Dispatch Report GuideLast updated on 03/22/2022
Purpose of the Technician Dispatch Report:
This report provides a breakdown of dispatched jobs. Data is based on the date of the timesheet activity.
Technician Dispatch Report versus Technician Dispatch Summary Report
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.
Common uses for this report:
Use this report to view technician activity, job status, invoice total, and payments.
How to find this report:
Click Reports > Search Technician Dispatch > Click the report name. Then you will be able to set filters and run the report.
Report 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.
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:
(Report columns)
(Report columns continued)
Payment 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.
(Report payment totals)
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.