The tech leaderboard report provides insight into how your employees are performing on jobs. You can use this report to see their average ratings, number of reviews, job counts and job size. The report can be filtered to narrow in on specific job types or periods of time.
Sample Tech leaderboard Report
Accessing the report
The tech leaderboard report can be accessed from the Reporting tab by clicking on the card labeled tech leaderboard.
The report can also be accessed from the business dashboard by clicking anywhere on the Sales leaderboard card.
Filtering the report
The report default will show all completed jobs, all employees for the last 45 days.
The report can be filtered by clicking on the action date button, date range button or filter button in the top left corner of the chart. After clicking on these buttons, you can apply any date range or filter type.
Action date: filters for jobs created, scheduled or completed during the date range.
Date range: filters for jobs during the selected dates.
Filter: filters for job tags, customer tags, employee, job value, etc.
Saving the report
After filtering (or sorting) the report, you can save a custom version to your reporting tab. To save the report, click on the save button on the top right of the screen and follow the prompt.
Drilling down into job level details
Click on any row in the table to see the jobs that correspond to each tech.
Understanding the report metrics
Employees get credit for any jobs that they were dispatched on. When multiple employees are dispatched to a job, each employee will get credit for the total revenue of that job.
Rating: the average customer rating for any jobs that the employee was dispatched on. This only includes reviews for completed jobs sent to HCP.
Job count: the total number of jobs that the employee was dispatched on.
Average job size: The average $ value of the jobs that the employee was dispatched on, or the $ sum of all jobs divided by the number of jobs.
Revenue: sum of $ value of jobs that the employee was dispatched on.
Time tracking metrics
Pros using the time tracking beta feature will have access to additional report metrics:
Hrs per job: the average of on job time (hours) that a technician logged across jobs that meet filters applied. If a technician does not log on job hours for a job that they were dispatched on, these jobs will be removed from the average.
Total on job hrs: the sum of on job time (hours) that a technician logged across jobs that meet filters applied.
Total travel hrs: the sum of travel time (hours) that a technician logged across jobs that meet filters applied.
Note: to see travel and on job time logged to each job, drill down into the report row and add the Total travel time by employee and Total on job time by employee columns into the table.