Every dollar the company earns passes through a technician's hands, and until now what each one contributed was a feeling: who is busy, who is quiet, who the customers ask for. The Field pages turn that into numbers that a supervisor and a technician can look at together, for the same period, and agree on.
Tech Scorecard
Open Tech ScorecardWho it is for
Field supervisors, office managers, and the owner at review time.
Without it
Technician performance is anecdote. Reviews run on memory of the last few weeks. Comparing one office's crew to another's means exports nobody has time to build.
What it shows
The organisation as a tree, Entity then Technician, expanded by default and collapsible, with the page remembering which nodes you closed. A period selector in the header with the standard presets and a custom range. Columns grouped as Inspections, Services and Service Quotes, each as count and dollars, then Gross Margin percent, with a Totals row across the bottom. Any metric cell drills into the Jobs grid filtered to that technician and that metric. The technician's name opens their Tech Dashboard.
What it is worth
- Like for like. Every technician and every office, the same period, the same columns, one screen.
- Busy is not the same as profitable. Gross Margin sits beside volume, so the technician with the most jobs and the technician earning the most margin are both visible, and they are not always the same person.
- Who sells while on site. The Service Quotes columns show which technicians turn what they find into quoted work.
- "Which jobs?" answered instantly. Click any number and the Jobs grid opens on exactly those jobs.
Pays for itself the first review that opens on the scorecard, where the technician sees the same numbers the manager does.
Tech Dashboard
Open from the ScorecardWho it is for
The technician and their supervisor, looking at one person's work together.
Without it
An individual's mix of work is unknown. "What do I do most?" and "what earns the most?" have different answers, and nobody can see either.
What it shows
One technician, one period, carried across from the scorecard if you arrived that way. Eight tiles: dollars and counts for Inspections, Services and Service Quotes, plus Hours and Gross Margin. Two pie charts, Inspections by Type and Services by Type, each with a count-or-dollars toggle.
What it is worth
- Volume and value, separately. Flip a pie from count to dollars and the work that fills the week is set beside the work that pays for it.
- Revenue per hour, by inspection. Hours beside dollars gives the number that decides who gets dispatched to what.
- One window for the conversation. The period follows from the scorecard, so supervisor and technician are always looking at the same weeks.
Pays for itself the first time a technician's pie shows most of their hours in the lowest-value work, and the dispatch changes.
Where to go next
- For the same technicians ranked by service revenue within one service type, see the By Technician leaderboard on the Service Dashboard.
- For whether the field team as a whole has the hours and the certifications for the year ahead, see Workload & Capacity under Forecast.
- The scorecard and the dashboard narrow to a person by choice, never by who is signed in. Every technician's numbers are visible to every manager.
Rules every Analytics page keeps
- Every card drills. Stat cards and chart segments open the source grid, pre-filtered, and the counts reconcile.
- Every page is company-wide. Nothing here is scoped to the signed-in user. You narrow by choice, not by login.
- Periods are consistent. The same period picker appears wherever a period applies, and a period chosen on one page is carried into the page you drill into.
- The URL is the state. Windows and filters live in the address bar, so any view can be bookmarked or shared.