Detailed technician performance reports

Purpose

1.1. Generate automated, granular reports on individual technician performance, including job completion times, customer reviews, revenue generated, recurring issues, and compliance with Standard Operating Procedures (SOPs).
1.2. Collate data from scheduling, field operations, CRM, and customer feedback tools into clear dashboards for management review.
1.3. Enable proactive management of technician productivity trends, training needs, and reward allocation for HVAC duct cleaning teams.

Trigger Conditions

2.1. Job completion logged in workforce management platform.
2.2. New customer feedback or review submitted.
2.3. Scheduled weekly/monthly report generation time reached.
2.4. Updates to technician records in CRM or HR database.

Platform Variants

3.1. ServiceTitan
• Feature/Setting: "Reports API" — pull job/technician data, filter by date/service.
3.2. Salesforce
• Feature/Setting: "Scheduled Reports" via REST API — query technician activities and related accounts.
3.3. Microsoft Power BI
• Feature/Setting: "Data Gateway" — automate refresh from HR, scheduling, and feedback sources.
3.4. Google Sheets
• Feature/Setting: "Apps Script" — auto-aggregate technician data, trigger PDF report generation.
3.5. Zoho Analytics
• Feature/Setting: "Data Import and Scheduling" — import technician logs, set periodic refresh.
3.6. HubSpot
• Feature/Setting: "Custom Reports API" — pull completion, rating fields for technician objects.
3.7. FieldEdge
• Feature/Setting: "Reporting Module" — schedule extraction of technician job outcomes.
3.8. QuickBooks
• Feature/Setting: "Time Tracking API" — extract technician hours, payroll for detailed reporting.
3.9. BambooHR
• Feature/Setting: "Reporting API" — fetch technician performance scores, compliance incidents.
3.10. Asana
• Feature/Setting: "Task Completion Webhook" — trigger performance stats collection on job close.
3.11. Trello
• Feature/Setting: "Butler Automation" — compile board member activity into team reports.
3.12. Smartsheet
• Feature/Setting: "Automation Workflows" — summarize assigned tasks and job completion details.
3.13. Slack
• Feature/Setting: "Scheduled Reminders" — push performance summaries to designated channels.
3.14. Monday.com
• Feature/Setting: "Dashboard Widgets" — auto-pull technician KPIs and engagement stats.
3.15. ClickUp
• Feature/Setting: "Timeline and Reporting API" — generate technician analytics on activity completion.
3.16. Mailgun
• Feature/Setting: "Automated Email Reports" — distribute PDF or summary data of performance to managers.
3.17. Xero
• Feature/Setting: "Payroll and Timesheets API" — export work hours, productivity ratios.
3.18. Oracle NetSuite
• Feature/Setting: "Saved Search Scheduled Export" — pull technician job history periodically.
3.19. Zendesk
• Feature/Setting: "Ticket Events API" — summarize technician responses, resolution times.
3.20. Jira Service Management
• Feature/Setting: "Automation Rules" — batch extract completed issue stats by technician.

Benefits

4.1. Real-time visibility into individual and team strengths or weaknesses.
4.2. Faster identification of training and coaching needs.
4.3. Enhanced data-driven reward and recognition programs.
4.4. Tighter compliance monitoring and quality assurance.
4.5. Reduced manual report labor; consistent, accurate outputs.