Technician Performance Reports
FieldPulse provides structured reporting tools to evaluate individual technician productivity, job quality, and efficiency metrics. These reports enable managers to identify trends, compare performance across teams, and make data-informed staffing decisions.
Accessing Technician Performance Reports
To view performance data:
- Navigate to Reports in the main navigation menu
- Select Technician Performance from the report categories
- Choose your date range and filtering criteria
- Click Generate Report
Available Metrics
Reports include the following dimensions:
| Metric | Description | Calculation |
|---|---|---|
| Jobs Completed | Total work orders with status "Completed" | Count of completed jobs in date range |
| Completion Rate | Percentage of assigned jobs completed | Completed ÷ Assigned × 100 |
| Average Job Duration | Mean time from arrival to completion | Sum of durations ÷ Completed jobs |
| First-Time Fix Rate | Jobs completed without follow-up visits | Single-visit completions ÷ Total completed |
| Customer Rating | Average rating from post-job surveys (if enabled) | Mean of all ratings |
| On-Time Arrival | Percentage of jobs started within scheduled window | On-time arrivals ÷ Total arrivals |
| Photo/Documentation Compliance | Jobs with required photos/checklists submitted | Compliant jobs ÷ Jobs with requirements |
Report Configuration Options
Date Ranges
Select from predefined periods (Today, This Week, This Month, Last Quarter) or define a custom range. Data is available from the date of account creation forward.
Technician Grouping
Filter by:
- Individual technician
- Team or region (requires Teams configured in user settings)
- Skill type or certification
Job Type Filters
Optionally restrict to specific service types, priority levels, or customer segments for targeted analysis.
Export and Scheduling
Generated reports can be:
- Viewed on screen with sortable columns
- Exported to CSV or PDF format
- Scheduled for automatic delivery (see Advanced Reporting: Scheduled Report Delivery)
Interpreting the Data
Consider these factors when evaluating performance:
- Job complexity varies by type; compare technicians within similar categories
- Geographic coverage affects travel time and job density
- Seasonal patterns may impact availability metrics
- New technicians typically show lower initial completion rates
Related Reports
Cross-reference with Work Order Summary Reports for operational context and SLA Compliance Reporting for service-level analysis.
Limitations and Notes
Data accuracy depends on technicians updating work order status in real time. Jobs with status changes made retrospectively may show incorrect duration calculations. Photo and checklist compliance metrics require customer notification settings to be configured for survey collection.
For questions about custom metrics or API access to performance data, contact your Customer Success Manager.