Your Services by Technician report gives you a detailed look at each technician's work, broken out by the specific services they performed — so you can see exactly who did what, how long it took, and what it was worth. You'll see columns for Tracked Hours, Labor Cost (Order) and Labor Cost (Time), Cost Hours (Order), Total Labor Billed, Total Billed Hours, Current Rate, and a Service Efficiency percentage, with team-wide totals in the footer row of each column. The report is a single sortable, filterable table — no charts — which makes it useful for spotting your most productive techs and services, comparing billed hours to time actually clocked, reviewing labor cost against what was billed, and reconciling payroll with work completed.
Filters
| Filter | Default | What it does |
|---|---|---|
| Date Range + Mode | Last Month, Invoiced | Sets the period you're reviewing and what the period means. The mode has two options: Invoiced shows work based on when the order was invoiced — use this when your question is "what did we finish and bill this period?"; Labor Completed shows work based on when each labor item was marked complete — use this when your question is "what work did my techs actually finish, whether the order is invoiced or not?" Neither mode is more "correct" — they answer different questions |
| Order Status | All statuses | Limits results to Estimate, Repair Order, or Invoiced orders. Repair Order only appears if your shop uses that feature |
| Paid Status | All included | Limits to Paid, Unpaid, or Partially Paid orders |
| Technicians | All technicians, including former employees | Narrow to specific techs. Former employees show "(Deleted)" next to their name; you can also pick "Unassigned" to find work with no technician attached |
| Customers | All customers | Narrow to work done for specific customers |
| Locations (multi-location accounts only) | All locations | The location filter is temporarily unavailable in the interface. You'll still see which location each row belongs to in the Location column |
Understanding Each Number
| Column | What it means | What it doesn't include | When it's useful | Notes |
|---|---|---|---|---|
| Technician | The tech who performed the service; "(Deleted)" means they're a former employee; "Unassigned" means no tech was attached | — | Spotting who's doing what, and catching work that accidentally wasn't assigned | Click a name to open the Technician Detail report. The total at the bottom counts unique technician-and-service pairs, not unique technicians |
| Location | The shop location the order belongs to | — | Multi-location reviews | Only shown on multi-location accounts |
| Invoiced Date / Completed Dates | The date(s) tied to this row — invoice date or labor completion date, depending on your mode | — | Seeing when the work or the billing actually happened | Multiple dates in one cell just means the same tech performed the same service on several occasions in your range. This is the default sort column, newest first |
| Order | The order number and name | — | Jumping into the order to see the full details | Click to open the order |
| Service | The name of the service performed | — | Grouping productivity by service type | — |
| Current Rate | The tech's hourly rate as it is today in your system | The historical rate at the time the work was done | Seeing what you'd pay the tech now for that same work | If the rate has changed since the work, this won't match the rate used in Labor Cost (Time) |
| Tracked Hours | Total time the tech clocked on this service | General shop time not tied to a service, and any clock-in sessions still in progress | Payroll reconciliation and seeing how long work actually took | Footer is the team total across all pages |
| Labor Cost (Order) | The cost value you entered on the labor line in the order | — | Comparing what you budgeted as cost against actual time worked | Footer is the team total across all pages |
| Labor Cost (Time) | The tech's clocked hours multiplied by the hourly rate captured when they clocked in | — | Seeing your true labor cost based on time clocked, at the rate in effect at the time | Will differ from Current Rate × Tracked Hours if rates have changed. Footer is the team total across all pages |
| Cost Hours (Order) | The cost hours you recorded on the labor line | — | Reviewing planned vs. actual labor hours | Footer is the team total across all pages |
| Total Labor Billed | The retail amount billed to the customer for the labor, after multipliers and any line-item discounts | Discounts applied at the service level (rather than the individual labor line) | Seeing what you actually charged for the work | Footer is the team total across all pages |
| Total Billed Hours | Labor hours after the multiplier on the labor item is applied | — | Comparing billed hours to time actually tracked | Footer is the team total across all pages |
| Service Efficiency | Total Billed Hours ÷ Tracked Hours, as a percent. Higher means more hours billed relative to time clocked | — | A quick productivity signal per tech and service | Shows 0% when no time was tracked. This column can't be sorted |
Click the employee’s name to view the details comprising these summarized amounts. Clicking the name will open the Technician Details report with the same filter definitions so you can view the time clock and order line item details matching the Services by Technician report.
Common Questions
Q: Why does the same technician appear in multiple rows? A: Each row is one technician + one service. If a tech worked on five different services in your date range, you'll see them five times — one row per service. This lets you compare productivity service by service.
Q: Why are multiple dates showing in one cell? A: When the same tech performed the same service on several orders inside your date range, all the related dates are combined into that row's date cell. This is expected, not a display bug.
Q: Why is my Current Rate different from what was billed? A: Current Rate is the rate configured for the technician today. If you've updated a tech's rate since the work was done, this column will show the new rate, not what was actually used. The Labor Cost (Time) column uses the rate that was captured when the tech clocked in, which is what really got applied.
Q: Why are Tracked Hours different from what I see in the Summary by Technician report? A: This report only counts time that's tied to a specific service or labor item. Summary by Technician also counts General time (shop-floor work not tied to a service). If any of your techs log General time, Tracked Hours here will be lower than on that report.
Q: Why is an expected row missing? A: A few common reasons: (1) your date range and mode don't match when the work actually happened — try switching between Invoiced and Labor Completed; (2) the tech is still clocked in (in-progress sessions don't appear until clock-out); (3) the order is read-only; (4) the service on the order isn't marked as authorized or reportable; (5) your filters (status, paid, technician, customer) are narrowing the results more than you expect.
Q: A deleted technician is showing — is that correct? A: Yes, that's by design. Former employees are included so your historical numbers stay complete. They're tagged with "(Deleted)" so you can tell them apart. Use the Technicians filter if you only want to see current staff.
Tips for Getting the Most Out of This Report
- Pick the right date mode for the question you're asking. Use Invoiced for billing and revenue reviews; use Labor Completed for technician productivity, since it captures all the work finished — even on orders not yet invoiced.
- Compare Labor Cost (Order) and Labor Cost (Time) side by side. Large gaps between the two are worth investigating — they can point to rates that are out of date, unbilled time, or cost values that weren't entered on the labor line.
- Use Service Efficiency as a quick productivity signal, not a final answer. A very low percentage can mean the multiplier is off, or that the tech spent more time than was billed; a very high percentage can mean billed hours are inflated relative to actual time worked. Always look at Tracked Hours and Total Billed Hours together before drawing conclusions.
- Remember the footer totals reflect every page, so you don't need to page through the table to get a team-wide sum.
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