Service Call Profitability

OBJECTIVE

Although it can be used for other purposes, the Service Call Profitability report was primarily designed to compare the costs and income on calls.

Based on various criteria, it can be used to check calls at various stages of the service call.

 

PREREQUISITEs

• Enter a Service Call
• Return From a Service Call

 

Steps

 

 

Generate the Service Call Profitability report

8	maestro*†Service Management † Analysis and Inquiry † Reports †Service Call Profitability

1. Select a Date to use. This parameter allows the user to choose the date used to determine if the service call will be displayed or not on the report, depending on the range of date. Choose between:
2. Completed date (default value)
3. Dispatched/Assignment Date
4. First Return from Call Date
5. Required Date
6. Call Entry Date
7. Choose a Range of date to use.

The service calls that will be displayed on the report will be selected based on the combination of the type of date to use and the range of date specified here.

8. If needed, select a Transaction date.

The transactions related to the service calls that will appear on the report will be selected based on the combination of the type of date to use and the transaction date specified here.

9. Select one or more Calls No. Check All to select all calls.
10. Select a Technician. Check All to select all technicians.
11. Select a Salesperson. Check All to select all salespersons.
12. Select the other choices based on specific requirements.

Field	Description
Sort calls?	Displays that calls selected manually in numerical order, if the box is checked. If not checked, the calls are displayed based on the call selection order. Example: If the user selected calls 100, 25, 75 and 4200, they will be shown on the report in this way. If checked, the system displays the calls selected manually in numerical order, or 25, 75, 100 and 4200.
Call Types
All	All service calls can appear on the report.
Service	Includes Service calls on the report if the box is checked. If not checked, service calls are excluded from the report.
Maintenance	Includes Maintenance calls on the report if the box is checked. If not checked, maintenance calls are excluded from the report.
Installation	Includes Installation calls on the report if the box is checked. If not checked, invoiced calls are excluded from the report.
Billing	Includes calls that have been invoiced on the report if the box is checked. If not checked, invoiced calls are excluded from the report.
Print Variation in Sales	By default, this option is not activated. When checked, a column will be displayed on the report to show the variation between estimated revenue amount at return from a service call and the real invoiced amount.
Status	Status of the call when the report is requested.
All	Applies no filter according to the status of the call.
Entered	Prints calls that were entered in call entry. The Entered status indicates that they have not been dispatched or assigned to a technician.
Active	Prints calls that have been assigned to a technician by call assignment or call dispatch.
Work Complete	Prints calls that have been done by the technician and that have been closed (using the Close Call option in call assignment or call dispatch).
Call Complete	Prints calls with a status that has been changed to Finished on Return from a Service Call.
Finished	Prints calls that have been invoiced, or calls that have been completed without being invoiced, using the Invoicing option.
On Hold	Prints calls which invoicing are on hold.

13. Click Accept. The call profitability report is displayed in the report viewer.

 

See also

• Call Dispatch
• Service Dispatch