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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Mar 26, 2021

Appointments report template

Issue

We have some reporting surrounding Appointments in the Jobs report template, but there is a need for a report template dedicated specifically to the Appointments themselves.

Potential Solution

Create a report template based on Appointments. Helpful KPIs include:

  • Project Number

  • Project Id

  • Invoice Number

  • Invoice Id

  • Invoice Business Unit

  • Job Number

  • Job Id

  • Job Type

  • Appointment Id

  • Appointment Status

  • Appointment Assigned Technicians

  • Appointment Start Date

  • Appointment Start Time

  • Appointment End Date

  • Appointment End Time

  • Appointment Duration

  • Appointment Hold Reason

  • Unused - (True if unused, otherwise False)

  • Missed - True if appointment has status = [Scheduled] without working or dispatch activity where the start date and time < current date date and time and flag "IsUnused" = [false]

  • Appointment First Dispatch Date

  • Appointment First Dispatch Time

  • Appointment Arrival Window

  • Appointment Total Technician Paid Time

  • Appointment Rescheduled Reason (unless this is on the job level)

  • Appointment Dispatched By

  • Appointment Dispatched By Id

  • Appointment Booked By

  • Appointment Booked by Id

  • Appointment Created On

There are probably a lot of KPIs we should take from the Jobs dataset, such as Customer and Location sections, but not sure what all is relevant. Will let the comments speak to that!

Wins

  • Business insight into appointment activity

  • Attach files
  • Guest
    Reply
    |
    Sep 3, 2024

    Superior Plumbing, Heating and Mechanical LLC would like this report

  • Guest
    Reply
    |
    Nov 12, 2021

    With the outage that we just had after the ST-56 batch 4 release, it seems even more important to add more appointment fields to reporting.

    In our emergency contingency guide, we recommend that customers create an upcoming jobs report. However, since we added appointments, you can't create a report that clearly includes only upcoming appointments. To make the report usable, users need the appointment status and the new special instructions field.

  • Guest
    Reply
    |
    Nov 4, 2021

    Can we please add consideration for being able to report on the special instructions released from the ST-56 release?

  • Guest
    Reply
    |
    May 11, 2021

    We should also make sure the Dispatch Board buckets can be replicated in this report

  • +2