Daily Sold Hour Tracker Detail Legacy Report

Overview

The Daily Sold Hour Tracker Detail report provides job totals and invoice details for technicians. Data in this report is based on jobs completed within the report date range.

Who uses this feature

Administrators and Accountants

Things to know

This report is useful for viewing job totals, technician splits, hours on the job, sold hours, technician efficiency, sales revenue, and other data.
The Daily Sold Hour Tracker Detail report can be scheduled to run. See Schedule legacy reports for more information.
The report includes invoices that are batched and have an invoice date. Invoice status can be either Pending, Posted, or Exported. Membership invoices are not included.
If you filter the report by a technician only, you will see all jobs assigned to that technician.
If you filter the report by both technician and business unit, you will see all jobs assigned to that technician that fall within the selected business unit.
If you filter the report by business unit only, the report will first filter the report to technicians assigned to that business unit, and then also limit the jobs you see to jobs within that business unit.

Finding this report

Click Reports in the main navigation menu.
On the Reports screen that opens, click Legacy Reports.
In the Search field, search for Daily Sold Hour Tracker Detail.
Click the report name. Then you will be able to set filters and run the report.

Report metrics

The report includes the following metrics:

Report Column Description	Report Column Description
Business Unit	Displays business unit. This report can be run by a single business unit or all business units. When applied, the business unit filter of this report applies to both the business unit of the technician and the job. If either the job business unit or technician business unit does not match the filter, that invoice is excluded from the results.
Project #	Project number associated with the invoice
Job	Job number associated with the invoice
Loc Name	Service location on the invoice
Date	Job completed date
Total $	Total dollar amount on the invoice, including tax. Total $ is not split-adjusted. Calculation: [Sum of all invoice items] + [tax]
Split %	Percentage of technician splits on the job. The split determines how much credit each technician receives for the job. By default, 100% of the technician split will go to the first technician assigned to the job. If you assign additional technicians to a job, you’ll need to navigate to the invoice to adjust the splits. The sum of split percentages for all technicians assigned to a job must equal 100%. To configure, go to an invoice and select Adjust splits from the left menu.
Total Hrs	Total number of hours spent on a job for all technicians combined. This is the total number of hours, rounded to the nearest tenth. For example, if one technician works for 2.1 hours and another technician works for 2.1 hours, this means that the total hours spent on the job is 4.2 hours. Technician splits are not included in the calculation. To change hours to minutes, multiply total hours by 60 minutes. Multi-day jobs are calculated by taking the sum of hours worked for each day. For example, if the technician was on the job site for 2.1 hours one day and 3 hours the next day, it means the technician worked for a total of 5.1 hours (306 minutes). To view total hours Go to the navigation bar and click Schedule or Dispatch. Navigate to a job by clicking an item in either tab. Click the Job Actions dropdown. Click Timesheets… On the timesheet, you will see a time for Arrived On and Done On. Total hours equals the difference between Arrived On time and Done On time. For example, the technician arrived on the job at 1:04 PM and was done on the job at 2:42 PM. The technician worked 1.6 total hours. Calculation - Total Hrs: [Time of job completion/cancellation] - [Time of job arrival]
Hours	Hours spent on a job for a single technician. This is the number of hours, rounded to the nearest tenth. Next to the number of hours, you will see the percentage of hours the technician worked, out of the total hours spent on a job. For example, if a technician works for 2.1 hours, out of a 2.1 total hour job, this means that the technician worked 100% of the total hours. [2.1 hrs / 2.1 total hrs] 100. = 100% Calculation - Hours: ([Technician time of job completion/cancellation] - [Technician time of job arrival]) 100
Sold Hours	Total sold hours on the invoice. Technician splits are applied. The Sold Hours metric is the amount of time expected for a technician to complete a service, material, or piece of equipment. To set sold hours Go to the navigation bar and click the Settings icon. In the side panel, click Invoicing > Pricebook > Services, Materials, or Equipment. Click an item. Click Commission. Enter the number of hours in the Hours field. Click Save. Calculation - Sold Hrs:[Technician split] x [Sum of sold hours of all tasks]
Efficiency	A percentage based on whether the actual hours on the job are above or below the sold hours in your pricebook. If the billable efficiency percentage is above 100%, the technician completed work faster than expected. Calculation - Efficiency: ([Total Sold Hours] x [Technician splits]) / [Hours the technician spent on a job] *100. Trigger: Job completed (invoice subtotal does not need to be over the sold threshold)
Sales $	This is the split-adjusted invoice subtotal. The technician must have logged hours on the job in order for this value to populate. Calculation - Sale $: [Subtotal] * [Technician Split/100] * [Technician Hours / Total Hours]
L % R - Tech	This is labor as a percentage of revenue for the technician. Calculation - L % R - Tech: ([Technician hourly rate] x [Hours]) / [Sales $]
L % R - Total	This is labor as a percentage of revenue total. Calculation - L % R - Total: [L % R - Tech] x Spl
Totals	Totals are calculated by taking the sum of each entire column. Calculation - Totals: [Sum of column totals]

Report Column
Description

Business Unit

Displays business unit. This report can be run by a single business unit or all business units.

When applied, the business unit filter of this report applies to both the business unit of the technician and the job. If either the job business unit or technician business unit does not match the filter, that invoice is excluded from the results.

Project #

Project number associated with the invoice

Job

Job number associated with the invoice

Loc Name

Service location on the invoice

Date

Job completed date

Total $

Total dollar amount on the invoice, including tax. Total $ is not split-adjusted.
Calculation: [Sum of all invoice items] + [tax]

Split %

Percentage of technician splits on the job. The split determines how much credit each technician receives for the job.

By default, 100% of the technician split will go to the first technician assigned to the job. If you assign additional technicians to a job, you’ll need to navigate to the invoice to adjust the splits. The sum of split percentages for all technicians assigned to a job must equal 100%.

To configure, go to an invoice and select Adjust splits from the left menu.

Total Hrs

Total number of hours spent on a job for all technicians combined. This is the total number of hours, rounded to the nearest tenth.

For example, if one technician works for 2.1 hours and another technician works for 2.1 hours, this means that the total hours spent on the job is 4.2 hours. Technician splits are not included in the calculation. To change hours to minutes, multiply total hours by 60 minutes.

Multi-day jobs are calculated by taking the sum of hours worked for each day. For example, if the technician was on the job site for 2.1 hours one day and 3 hours the next day, it means the technician worked for a total of 5.1 hours (306 minutes).

To view total hours

Go to the navigation bar and click Schedule or Dispatch. Navigate to a job by clicking an item in either tab.
Click the Job Actions dropdown.
Click Timesheets…

On the timesheet, you will see a time for Arrived On and Done On. Total hours equals the difference between Arrived On time and Done On time.

For example, the technician arrived on the job at 1:04 PM and was done on the job at 2:42 PM. The technician worked 1.6 total hours.

Calculation - Total Hrs: [Time of job completion/cancellation] - [Time of job arrival]

Hours

Hours spent on a job for a single technician. This is the number of hours, rounded to the nearest tenth.

Next to the number of hours, you will see the percentage of hours the technician worked, out of the total hours spent on a job.

For example, if a technician works for 2.1 hours, out of a 2.1 total hour job, this means that the technician worked 100% of the total hours.

[2.1 hrs / 2.1 total hrs] *100. = 100%

Calculation - Hours: ([Technician time of job completion/cancellation] - [Technician time of job arrival]) *100

Sold Hours

Total sold hours on the invoice. Technician splits are applied. The Sold Hours metric is the amount of time expected for a technician to complete a service, material, or piece of equipment.

To set sold hours

Go to the navigation bar and click the Settings icon.
In the side panel, click Invoicing > Pricebook > Services, Materials, or Equipment.
Click an item.
Click Commission.
Enter the number of hours in the Hours field.
Click Save.

Calculation - Sold Hrs:[Technician split] x [Sum of sold hours of all tasks]

Efficiency

A percentage based on whether the actual hours on the job are above or below the sold hours in your pricebook. If the billable efficiency percentage is above 100%, the technician completed work faster than expected.

Calculation - Efficiency: ([Total Sold Hours] x [Technician splits]) / [Hours the technician spent on a job] *100. Trigger: Job completed (invoice subtotal does not need to be over the sold threshold)

Sales $

This is the split-adjusted invoice subtotal. The technician must have logged hours on the job in order for this value to populate.

Calculation - Sale $: [Subtotal] * [Technician Split/100] * [Technician Hours / Total Hours]

L % R - Tech

This is labor as a percentage of revenue for the technician.

Calculation - L % R - Tech: ([Technician hourly rate] x [Hours]) / [Sales $]

L % R - Total

This is labor as a percentage of revenue total.

Calculation - L % R - Total: [L % R - Tech] x Spl

Totals

Totals are calculated by taking the sum of each entire column.

Calculation - Totals: [Sum of column totals]