Difference Between the Service Invoice Report and the Technician's Report

The Service Invoice Report and the Technician's Report serve different purposes in analysing workshop performance. Below is a detailed comparison of their key features and metrics.

Service Invoice Report

Purpose:

• Focuses on the financial and profitability analysis of invoiced jobs within a specified period.

Key Features:

1. Invoiced Jobs Overview:

   • Lists all jobs invoiced within the selected date range.

2. Technician Allocation:

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

3. Profitability Metrics:

   • Provides profitability details for:
     • Parts
     • Subcontracts
     • Oil Sales
     • Non-Labour Items

Use Case:

• Analysing overall financial performance and profitability of invoiced jobs.

Technician's Report

Purpose:

• Focuses on tracking individual technician performance based on their "Clock Card" data.

Key Features:

1. Technician-Specific Metrics:

   • Provides a detailed breakdown of each technician’s performance over a specified period.

2. Metrics Included:

   • Hours Taken: Time spent by the technician on jobs.
   • Hours Sold: Time billed to customers.
   • Labour Profit: Profit generated from labour performed.
   • Parts Value: Value of parts linked to the technician’s jobs.
   • Menu Discount: Discounts applied to menu-priced jobs.
   • Labour Recovery: Ratio of labour sold to hours taken.
   • Labour Efficiency: Efficiency percentage (hours sold vs. hours taken).
   • Attended Hours: Total hours the technician was clocked in.
   • Clocked-On Job Hours: Productive hours spent on jobs.
   • Non-Productive Hours: Time spent on non-job-related activities.
   • Utilisation: Percentage of attended hours spent productively.
   • WIP Adjustment: Adjustments made for work-in-progress.

Use Case:

• Monitoring individual technician productivity and efficiency.
• Identifying areas for improvement or additional training.

Comparison Table

Summary

• Use the Service Invoice Report to analyse the profitability and financial performance of completed jobs.
• Use the Technician's Report to assess individual technician productivity and identify efficiency trends.

Both reports provide complementary insights, enabling a comprehensive view of workshop performance.