Differences Between the Technicians Report and the Invoice Report

Both the Technicians Report and the Invoice Report provide key insights into workshop performance, but they serve different purposes and focus on distinct aspects of the business. Below is a detailed comparison to help you understand their differences.

Invoice Report

Purpose:

• Provides an overview of all invoiced jobs over a specified period.

Key Features:

1. Invoiced Jobs:

   • Lists all jobs invoiced within the selected date range.

2. Technician Allocation:

   • The invoiced time for each job is attributed to the first technician who clocked onto the job.

3. Profitability Analysis:

   • Displays profitability for key categories:
     • Parts
     • Subcontracts
     • Oil Sales
     • Non-Labour Items

Use Case:

• Analyse the overall financial performance of invoiced jobs.
• Understand profitability across different categories.

Technicians Report

Purpose:

• Focuses on individual technician performance based on their "Clock Card" data over a specified period.

Key Features:

1. Technician-Specific Data:

   • Reports on the performance of each technician individually.

2. Metrics Reported:

   • Hours Taken: Time spent by the technician on jobs.
   • Hours Sold: Time billed to customers.
   • Labour Profit: Profit generated from labour.
   • Parts Value: Total value of parts associated with the technician's jobs.
   • Menu Discount: Discounts applied to menu-priced jobs.
   • Labour Recovery: Ratio of labour sold to hours taken.
   • Labour Efficiency: Efficiency of the technician based on hours sold versus hours taken.
   • Attended Hours: Total hours the technician was clocked in.
   • Clocked-On Job Hours: Hours spent actively working on jobs.
   • Non-Productive Hours: Hours spent on non-job-related activities.
   • Utilisation: Percentage of attended hours spent productively.
   • WIP Adjustment: Adjustments for work-in-progress.

Use Case:

• Monitor individual technician performance.
• Identify productivity and efficiency trends among technicians.

Key Differences