Non-Revenue Jobs Report

This report provides detailed information for each non-revenue job that falls within a specified date range and matches the selected departments.

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Report Scope

• Job Selection: All jobs categorized as "non-revenue" where the job date falls within the selected start and end dates (inclusive).
• Department Filtering: Data is filtered to include only jobs associated with the departments you specify.
• Group Filtering: This report can be filtered by a reporting group.

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Included Data Fields

The report contains the following detailed information for each non-revenue job:

• Base Name
• Appointment Date
• Technician
• Client Name
• Phone
• Booking Status
• Non-Revenue Type
• Notes to Tech
• Technician Notes
• Morning Reminders

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Ideas on How to Use This Report

This report is designed to help you analyze and manage jobs that do not generate direct revenue. Here are some common ways to utilize the data:

• Track Non-Revenue Activities: Identify and monitor jobs such as warranty work, internal training, re-dos, or other service activities that don't directly contribute to your revenue stream.
• Assess Technician Time Allocation: Use the Technician and Appointment Date columns to understand how much time technicians are spending on non-revenue tasks. This can help with scheduling and resource allocation.
• Identify Trends: Analyze patterns in Booking Status for non-revenue jobs to understand common outcomes (e.g., "Completed," "Canceled").
• Review Job Details: Utilize Notes to Tech and Technician Notes to gain context on why a job was classified as non-revenue, what instructions were given to the technician, and what work was performed.
• Filter and Analyze by Department: Use the department filter to specifically review non-revenue activities for particular business units or teams. This helps in departmental performance reviews and budget planning.