Here are a few simple reasons that affect the Performance by bay/technician report :
Assigning appointments to the wrong bay... The T1 technician will naturally perform better simply because he is the default technician.
Solution: Create a default bay and name it "Assign to". For each bay, select "Warn at invoicing".
Solution: From the "Type of bay", select "Block from invoicing", on the "not assigned bay"
You are not using the calendar... The statistics are directly related to your calendar.
You did not put a cost price in your bays (see bay management). Since all employees do not make the same salary, this configuration must be set.
You have not closed invoices and/or haven't done an End Of Day (EoD). The sales statistics are transferred 24 hours after End Of Day is performed.
Start validating employee timesheets on a daily basis. Make sure to validate the employee punches before closing the day. Any changes made after closing the next EoD will not be retransferred into the performance statistics.
You have sold labor in categories that aren't set to "Appointments" in the category configuration. For Example, the default category for 300 is set to "labor": those items will be pushed as a labor sublet, not included in the performance report labor sale. Sales in the default categories 500+ would be included based on the category type set to "Appointments".
In the punch clock, the technician clicked on "Stop" when a job was completed. That "Stop" button is for stopping their pay.
Solution: They must click on an inside job to stop a job by punching on it.
The technicians forget to close their day by clicking on the "Stop" button before they leave.
Leaving big jobs that aren't closed by the end of the month ( ex 200 hours job not completed )
Solution: create a kit with multiple jobs to planed and reschedule on a different estimate, then close the current invoice. Also good for cash flow!
You have a long job ( ex 50 hrs.) started at the end of the month, but charge the following month
Solution: Partially invoiced and credit the following month. Close the final invoice in the correct month.
You have several hourly rates or company discounts ( Ex-display $100/hr., but fleet at $90/month ) or you have to change your hourly rate.
Solution: use the effective rate. Ex if the ratio is 50%/50% the rate to use in the reports would be 95$/h.
Return/comeback: make sure to make an invoice to 0 with 2 jobs.
The first on behalf of the tech who will do the work with the right amounts.
The second with a quantity of -1, with the same amounts: assigned to the first tech who did the job.
You deleted an estimate that a technician has done work on.
Solution: Make sure you have an internal job code "Good Will" configured in inventory.
Reason 16: Use of Kit that offers a selection of options to enhance the sale of a service
You have built a kit that offers different prices, for example, the type of tires installation
Solution: Build several kits: one for tires only, another for tire with rim and finally a third one for tires with mag
KTIB: tire installation and balancing
KTIBR: tire installation and balancing with rim
KTIBM: tire installation and balancing with mag
The first line of the kit should be a job (Ex J2) with a price according to the type of installation
You have built a kit that offers different prices, for example, the size of the tire
Solution: Write the price in the product code of type "Appointment".
- J2 at $16/unit
- Adjustment for 20" at $4/unit
- J2 at 0$/unit
- 20" installation at $20/unit
- J2 at $16/unit
- Adjust for 20" at $4/unit
Adjust job for:
- J2 20" at $20/unit