Tech Efficiency %

[michaiel]

Under Business Report Summary I am trying to understand how that reports came up with Tech Efficiency %. If a tech has some comebacks on a repair where do yo document these so they are relected in the report?
thanks

[Silky7]

michaiel,

A technician's efficiency is calculated by the hours you specify on a labor line item. For example:

effec.png (68.62 KiB) Viewed 11386 times

Will give the result in the report:

effrep1.png (23.03 KiB) Viewed 11385 times

Comebacks are separated into their own report under the Management tab. They are marked by Using Symptoms, then checking the Comeback option.

[ricmorin]

I will add that if you want come-backs factored in, input the actual hours and leave the pay hours blank.

[michaiel]

I will add that if you want come-backs factored in, input the actual hours and leave the pay hours blank.

Yea that would be great. Thanks the for the explanation guys

[michaiel]

michaiel,

A technician's efficiency is calculated by the hours you specify on a labor line item. For example:

effec.png

Will give the result in the report:

effrep1.png

Comebacks are separated into their own report under the Management tab. They are marked by Using Symptoms, then checking the Comeback option.

Is there a way to default the fixed commission amount for each tech instead of manually entering each time?

[ricmorin]

Possibly. How are your techs paid?

[michaiel]

hourly and commission

7.25 / hour + 20% commission on the labor they turn

[ricmorin]

Then you would set the tech up like this......

tech setup for 7.25 per hour and 20% of billed labor

techsetup1.png (21.14 KiB) Viewed 11360 times

[michaiel]

Then you would set the tech up like this......

techsetup1.png

Great! where is this window located at?

[ricmorin]

Go to Configurations>Technician Setup.

techsetup3.png (25.51 KiB) Viewed 11337 times

[michaiel]

Thanks for the quick replies...

[michaiel]

Comebacks are separated into their own report under the Management tab. They are marked by Using Symptoms, then checking the Comeback option.

How or where do you enter "combacks" if a vehicle returns? I want to be able to track the techs combacks with the reports.....

[Jeff @ Able Auto]

Under symptoms. To the right is a box to check for come back and a slot for the prior invoice number.

[michaiel]

Under symptoms. To the right is a box to check for come back and a slot for the prior invoice number.

Damn..I have been using this program since 2002 and I still keep learning about it. Right in front of me all these years....How do you assign the comeback to the tech to show up in a report?
I might have assigned labor for one repair to tech 1 and another repair on the same invoice to tech 2 as an example....

[Jeff @ Able Auto]

Not sure. I guess the best way would be to write 2 separate orders.

[timbre4]

To drive the Comeback Report, the Comeback box must be checked on the Symptoms screen along with a VALID previous visit invoice # for same customer & vehicle must be entered. This tags the second invoice to be in relationship to the previous visit invoice.

[ricmorin]

....How do you assign the comeback to the tech to show up in a report?

We have a nice system for taking the Come-back report a little further.

As stated earlier, you enter the come-back info at the Symptom screen....

Initiate come back

comeback1.png (12.53 KiB) Viewed 11271 times

To further indicate the type of comeback and a tech's responsibility, we code the labor so it shows up on the Comeback report. The Work Performed field shows for each labor marked as comeback. At the end of our description of work performed, we code the labor as technician error (TE) or part failure (PF) followed by the tech's initials. I would look something like TE:RM. This is meaningless to the customer as it's displayed on the Invoice. Below is a sample comeback report.

Sample Report

comeback2.png (22.64 KiB) Viewed 11271 times

I hope that helps a little.

[michaiel]

Great info...thank you

[ajnealey]

Great info in this thread!

I have an additional question. Is there an easy way to input the actual hours for an entire invoice? Instead of going into each labor line and adjusting the actual hours individually?

Thanks!

AJ Nealey

[ricmorin]

Not really. If you have multiple labor lines, you'll need to input each to be accurate.