The Labor Utilization Report calculates technician productivity by comparing billable hours on jobs against non-billable hours. Tracking utilization helps manage crew costs and schedule efficiency.
Step-by-Step Walkthrough
Open the Reports Dashboard
From the main sidebar navigation, select Reports (or go directly to /reporting).
Select Labor Utilization Template
Scroll to the Operational Reports list and click on Labor Utilization.
Set Report Filters
Select the date range, choose departments, and select the target employees.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Start Date | Required | Start date for analysis. |
| End Date | Required | End date for analysis. |
| Technician Group | Optional | Filter by specific crews or departments. |
Calculate Efficiency and Hours
Click Generate Report. The report displays total recorded hours, travel hours, and billable job efficiency percentages.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Billable Time | Optional | Hours recorded directly on billable jobs. |
| Utilization % | Optional | Calculated ratio: (Billable Hours / Total Hours) * 100. |
Export or Schedule Report
Click the export icon to download the report as a PDF or Excel spreadsheet, or schedule recurring email delivery.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Date Range Limit: Reports are limited to a maximum date range of 365 days.
- Date Order Check: The end date must be after the start date.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.