This report produces a set of figures that help you assess, on a comparison basis between technicians, how well each is doing in terms of arriving at and departing from jobs within (and preferably toward the front portion of) scheduled time frames.  It further allows a comparison of total time spent on jobs.

Please note the graphic provided in each section.  The red rectangle is intended to denote average window size (i.e., of the appointment window for which the tech is scheduled).  The green box denotes the average amount of time spent by the tech, per job, and where it fits, time-wise, within the larger appointment window.

You can tell at a glance, for example, that CP (above) is doing badly, in terms of where he’s positioning his on-site times compared to appointment windows.  BB, on the other hand, is doing much better, and he’s very quick (short time on each job) as well.  EB is doing the best, in terms of having his on-site time toward the front of appointment windows.  On the other hand, he is being given much larger appointment windows (as compared to the other guys) to work with.

Please also again note that the top/red section shows figures and graphs for the operation as a whole.  In part, this provides a “par” standard against which individuals may be assessed, but it’s also a useful measure on the company as a whole.  In this particular case, indeed, a quick glance at the company-wide/top-section graphic shows that, overall, tech on-site times are quite late as compared to appointment windows.  Knowing how much customers appreciate having techs on-site early within their appointment windows (and hate it otherwise), this is something that, as an owner/manager, I’d want to strongly address.

Methodology for this report is as follows:

1. ‍The system reads within your archived JobRecords, beginning at the most recent, and working toward the oldest.
2. ‍It continues reading in such succession until having either: (a) reached record position 1; or (b) encountered at least 500 records that are older than your specified date range.
3. ‍The determination of whether a job fits within the specified date range is based on its OriginDate.
4. ‍For each job that’s found to fit within the date range, the system looks in the narrative history to find entries that: (a) describe a tech’s visit; and (b) include his start and end times.  (Please note, if there are “ XX rsppndd ”-type entries, that do not include start and end times, these will not be included in this report).
5. ‍For such entry as found, the system looks to a preceding entry that describes the time-frame scheduled.
6. ‍Upon finding any such appropriate pairing (i.e., one entry describing the time-frame scheduled, and another describing the times when the tech was actually there), the system then tallies appropriate comparisons, and compiles for presentation in the report.