Production Analysis

[alemke]

We have weekly Production meetings to identify if a Sales person bid a job well (or poorly) in terms of Labor hours OR if our Install Techs were just slow in installing the system(s).  So we currently use an Excel spreadsheet to track EVERY job (Install related...see attached) to see (1) what did the Sales guy sell the job for (i.e 7 hours, 4 hours, etc.) (2) did the job run over the allocated time in which we sold it.  Can ST put something within their ESTIMATES in terms of hours sold that will transpose (mirror) itself onto the Job once sold/converted?  This spreadsheet allows us to see if the Salesmen need to allow more time when quoting certain jobs, see if certain teams of Installers take too long, see the callbacks at a glance (without running a report), we can document hang-ups on the job and delays, etc.  Need to have better labor tracking to proactively adjust sales and resources. 

[egamby84]

I love the look of your spreadsheet and may have to use this idea! It would be nice it service titan could do something like this more like a spread sheet. Its easier to look at all jobs this way instead of individually. 

[MirandaMel · Accepted solution]

If you allocate hours to your tasks, you should be able to see if the crew went over/under the time on the invoice.