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The service reports

The reports that read the work itself: what is on the bench, who did it, what came back, and what was quoted.

Fourteen of the twenty-seven reports are about the repairs rather than about the money. They answer what is stuck, who is doing it, what keeps failing, and what you offered to do about it.

Highlights

  • Aged Repairs is the one to run daily. It finds jobs that have slipped.
  • Technician Performance separates volume from value, which are not the same.
  • The device reports find repeat failures, which is where warranty arguments start.
  • Estimate reports show what is waiting on a customer, not on you.
  • Activity reports are the audit trail, including what somebody deleted.

What is on the bench

The Aged Repairs report, badged SERVICE, with columns Ticket, Date, Age Bucket, Age (Days), Due Date, Overdue, Customer, Technician, Status and Total Value. Every row shows an age bucket of 15 plus days and Overdue reading Yes. The oldest is RPT-00052 for Brackenridge Engineering at 116 days, on Warranty Repair, worth 3,600.24 pounds. Others include RPT-00006 for Crewe Rail Components at 95 days Waiting for Parts, RPT-00015 for Northgate Water Utilities at 79 days Waiting for Parts, and RPT-00003 for Brackenridge Engineering at 66 days on Customer Reply. Ticket numbers are links.
Aged Repairs, oldest first. The status column tells you whose move each stuck job is waiting on.
Service reports
FieldWhat it does
Repair SummaryTickets, devices and value per period, with a totals row. The one report to open if you only open one.
Aged RepairsEvery job past its promised date, with how far past and why. Read the status column: Waiting for Parts is your problem, Waiting on Customer is not.
Repair Device DetailsEvery device that has come through, with its fault and its outcome.
Repairs by SourceWhere the work came from: walk-in, phone, and whatever else you record. It tells you which channel is worth feeding.
Technician PerformanceTickets, devices, open and completed counts, work value and average job value, per person.

Who did the work

The Technician Performance report, badged SERVICE, with columns Technician, Status, Tickets, Devices, Open, Completed, Work Value and Avg Job Value. Six active technicians are listed as links: Callum Aitken with 7 tickets and 17,935.20 pounds; Dermot Lynch with 9 and 19,333.20; Graham Whitfield with 8 and 27,003.60; Nadia Osei with 10 and 34,495.20; Priya Raithatha with 10 and 26,641.20; and Sian Pritchard with 9 and 18,778.80. A Total row reads 53 tickets, 97 devices, 8 open, 21 completed, 144,187.20 pounds of work value and an average job value of 2,720.51 pounds.
Technician performance. Average job value is the column that separates somebody busy from somebody productive.

Devices, estimates and the audit trail

The remaining service reports
FieldWhat it does
Repairs by DeviceWhich equipment you see most. The start of any conversation about what to stock.
Repeat Repairs and ReworkMachines that have been back more than once. Some are your rework and some are the customer's operating conditions, and this report is where that argument begins.
Warranty RepairsWork done under warranty, kept apart so it can be counted separately from work you charged for.
Pending EstimatesQuotes sent and not answered. A workshop with idle benches should read this before it reads anything else.
Estimate Approval SummaryHow many quotes turn into work, and how quickly.
Quote DetailsEvery quote in the organisation. One of the shared platform reports, so it is not filtered to repairs.
Work Report RegisterEvery work report written, which is the record of what technicians found.
Repair Activity LogThe audit trail: who changed what, and when.
Deleted TicketsJobs that were removed. The place to look when somebody is certain a ticket existed.

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