Browse the field guide 48 workflows
Team and Business Controls

Review Labor Utilization and Job Time

Use scheduled, clocked, and job labor data to find capacity, payroll, and profitability problems while there is still time to act.

Usually handled by
Service manager, operations manager, or owner
Working time
About 12 minutes
Related workspace
View reporting features
Start here Main menu → Reporting, or HR → Time Analytics
The result

What good looks like

A period-level labor review with validated time data, explained variance, and actions for scheduling, coaching, estimating, or payroll.

Before you start

Have these details ready

  • An agreed reporting period and team/location
  • Approved or review-ready time entries
  • Definitions for productive, billable, travel, overtime, and unassigned time
Step-by-step

Run the workflow

  1. Choose scope

    Select date range, location, team, employee group, and comparison period. Use the same definition each review cycle.

  2. Validate time completeness

    Check missing punches, unsubmitted/uncategorized time, overlapping entries, time off, and unapproved records before analyzing percentages.

  3. Review utilization

    Compare available/scheduled hours with job, travel, training, meeting, leave, and idle time by person and team.

  4. Review productivity and overtime

    Look for repeat overruns, excessive windshield time, underloaded days, overtime concentration, and mismatches between job duration and captured labor.

  5. Connect to job results

    Drill into jobs with unusual hours and compare scope, crew mix, callbacks, material delays, and estimate assumptions.

  6. Assign actions

    Create specific owners for punch correction, schedule balancing, coaching, rate/estimate updates, or payroll review.

Close the loop

Check your work

Do not call the workflow complete until these statements are true.

  • Time completeness is checked before conclusions
  • Large variances drill to employee/job evidence
  • Every material issue has a corrective owner
Common problems

If something does not look right

Utilization is unexpectedly low

Check time categories, holidays, leave, missing punches, and schedule capacity before judging performance.

Reported hours exceed the day

Investigate overlapping entries and timezone/date boundaries, then correct through the approved time process.

Handoff

Keep the workflow moving

Team and Business Controls Submit and Approve Timesheets

Move job and non-job time from technician review through manager approval with missing and unusual entries resolved.

 Billing and Cash Flow Review Job Profitability

Compare sold scope, approved changes, actual labor, materials, purchasing, subcontractors, and billing before the job disappears into averages.

 Team and Business Controls Set Up the Owner's Daily Dashboard

Arrange a small set of operating signals that answers what needs attention today, rather than turning the dashboard into another report archive.
Put the process to work

Run the workflow with your own customers, crews, and pricebook.

Start a trial or review the connected feature workspace before setting up your team's process.

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