Efficiency Analysis

To open the Efficiency Analysis screen, click a Technician name on the Efficiency Analysis screen.

The Efficiency Analysis screen allows you to view a technician's efficiency.

The following sorting options appear on the Efficiency Analysis screen:

Sort by
Field Description
Work Order Sort the search results by work order.
Date Sort the search results by date.

The following search field appears on the Efficiency Analysis screen:

Field Description
Show Subtotals If selected, will display a subtotals line within the efficiency analysis search results display the totals of each field.

The following fields appear on the Efficiency Analysis screen:

Field Description
Work Order The work order number.
Billing Date

The work order billing date.

Note:  If you have selected the Include Unbilled Transactions switch on the Efficiency Analysis tab, this field will appear blank for any work orders for which labor has been posted but not yet processed by a billing run.

Source The source of the labor transaction.
Hours Worked The amount of service hours on the work order.
Hours Charged The amount of hour charged to the work order.
Recovery Hours % The amount of hours charged/the amount of hours worked *100.
Possible Income

The possible income from the work order.

Hours Worked x Rate

Actual Income

The actual income from the work order.

Hours Charged x Rate

Income Gain/Loss

The income gains and losses from the work order.

Actual Income - Possible Income

Recovery Income %

The percentage of the potential/possible income you ‘recovered’ from the work order.

Actual Income/Possible Income x 100

Click on a Work Order to open the Work Order Details screen.