All-In-One Field Service Management Software by Aptora –

Reports

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Job Estimates vs. Actuals Reports Explanation

Job Estimates vs. Actuals Summary and Detailed Report Explanation Job Estimates vs. Actuals Summary Report This report shows how accurate your company is on estimating. This report summarizes estimated versus actual costs and compares estimated revenue to actual revenue for all customers that have an estimate. Job Estimates vs. Actuals Detail Report This report offers

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Contractor Compass® – Technician Scoreboard

Field Technician Scoreboard The Technician Scoreboard is all about measuring a Field Service or Installation Technician’s (or any billable employee) performance. We have included every major key performance indicator and ratio that is taught by the EGIA Contractor University, Gary Elekes, Drew Cameron, and James R. Leichter. The Scoreboard takes advantage of the enterprise level

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Technician Efficiency CDV

Type: Custom Data View Reports Included: No Description: List of Invoices, Sales, Estimates, and Credits with work order analysis information attached. This CDV is current limited to transactions for the last two (2) years. Drill Down: Yes, opens transaction (Tran Type) Description & Field Explanations 1. WO Technician – The assigned technician on the work

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How to Install and Use Contractor Compass Dashboards

Contractor Compass Introduction Contractor Compass is a set of dashboards designed to offer business owners unparalleled insight into their business. These super dashboards are powered by EGIA Contractor University. By that, we mean they closely follow the recommendations and best practices taught by the teaching faculty at EGIA. That faculty includes Aptora’s president, James R.

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Invoice/Sale/Credit/Estimate List CDV (report)

Using the Invoice/Sale/Credit/Estimate List Report CDV Type: Custom Data View Reports Included: No Description: List of Invoices, Sales, Estimates, and Credits with analysis information attached. This CDV is current limited to transactions for the last three (3) years. Drill Down: Yes, opens transaction (Tran Type) Columns and data for the Invoice/Sale/Credit/Estimate List Custom Data View

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Employee Efficiency CDV

Introduction to the Employee Efficiency CDV Employee Efficiency CDV (Custom Data View) is a report that lists invoices, sales, and credits with the assigned work orders and labor hours associated.  This CDV also contains columns to show efficiency of the time estimated from the work orders to the hours the technician worked to the time

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Inventory Cost Review CDV

Inventory Cost Review – Custom Data View Reports Included: Yes Description: List of invoices, sales, credits, and inventory/serialized adjustments with items containing costs that vary from the daily average cost. Drill Down: Yes, opens transaction type Columns and data for the Inventory Cost Review Custom Data View are outlined below: Column Name Form Field Notes

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