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

  • There is also a need to see when the appointment was actually set as Done-- not the expected end time based on Start Time + Duration, but the actually date and time it was completed. I am not sure if this is possible. og request here: https://servicetitan.slack.com/archives/C01AFQ09F6H/p1616592114073300

• 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