Run a Scheduler technician report

The Scheduler technician report lets you review the work that your technicians have completed. The report gives you an overview of a job’s status (based on updates that your technician enters into the Field mobile app).

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This article describes the following:

To run a Scheduler technician report, select Reports from the taskbar at the top of the page and click Scheduler technician.

Report contents

The report displays a complete history of your technicians’ on-site and off-site activities using information from Reveal Field and Reveal’s vehicle tracker, including:

  • Contact: Customer’s contact person name, and the name of the company

  • Job: Job To Do and address of job

  • Scheduled time: Scheduled start and end times

  • On My Way (technician): The time that the technician selects On My Way on the Field mobile app.

  • Started (technician): The time that the technician selects Start on the mobile app.

  • Finished (technician): The time that the technician selects Finish on the mobile app.

  • Time on-site (vehicle GPS): Any time the technician’s vehicle is within 100 feet of the contact address is considered on site, even if the technician arrives early or leaves late. This is tracked by the vehicle tracker.

  • Time off-site (vehicle GPS): Any time the technician’s vehicle is more than 100 feet from the contact address is considered off site. This is tracked by the vehicle tracker and includes time spent traveling to the address, going to get parts, and so on.

Things to note

  • Information for the contact, job, and technician statuses from the Field mobile app will display for all of your technicians.

  • Information for the Vehicle GPS columns can be shown only for technicians that are assigned to a vehicle in Reveal.

  • For billing purposes, your technicians must use the Field mobile app to log the correct job status changes, otherwise Time On Site and Time Off Site calculations might be affected.

    • If an assigned technician does not select On My Way on the mobile app, then the vehicle GPS time will show just the 30 minutes before the technician selects Started. This might affect the total Time Off Site that is calculated.

    • If an assigned technician does not select On My Way or Started on the Field mobile app, then no vehicle GPS times can be displayed.

    • If an assigned technician does not select Finished on the mobile app, then no vehicle GPS times can be displayed, even if the technician selected On My Way and Started.

Use the View Replay link on the report to see vehicle journeys for that day, with scheduled stops and a timeline showing the actual journey.

In the report, jobs that were started late, finished late, or took longer than scheduled are shown in red.

Export a report

PDF

At the top of the report click Export as PDF to download a PDF of the report.

There is a file size limit of 5MB for a PDF download of the report. If you reach this limit, select a smaller time frame, or fewer technicians, and then try again.

CSV

The CSV export includes more detailed information than the PDF report. Each trip for a job is shown, as well as start and stop locations and coordinates, and start times, travel durations, stop times, and stop types.

At the top of the report click Export as CSV to download the report as a spreadsheet in CSV format.

There is no file size limit for a CSV download of the report.

Learn how to run a technician status report.


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