Technician Dispatch Summary Report GuideLast updated on 03/22/2022
Purpose of the Technician Dispatch Summary 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 Summary > Click the report name. Then you will be able to set filters and run the report.
Filter by technician. This report can be run by a single technicians or all technicians.
Filter by business unit of the technician. This report can be run by a single business unit or all business units.
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:
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 name. This is the Bill To customer on the invoice.
Dispatch/arrival date. Date the technician was dispatched and arrived at the job.
Time the technician was dispatched to the job, on the dispatch/arrival date.
Time the technician arrived at the job, on the dispatch/arrival date.
(Report columns continued)
Time the job was completed, or the time the technician finished work for the day, on the dispatch/arrival date.
Current job status.
Invoice number. This is the invoice attached to the job.
Invoice total. This total includes tax.
Customer payments made on the invoice.
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 customer payments, for all payment types.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.