Service Jobs Report

🛠️ Service Jobs Report
 

The Service Jobs Report in Ontraccr captures all time logged to service jobs—ad hoc work entries created by employees outside of formal project structures. This report is essential for companies that allow field workers to record jobs on the fly via mobile without needing a pre-existing project set up.

📍 Accessing the Report

1. Navigate to Reports from the left sidebar.
2. Select Reports again to open the standard reporting page.
3. Click on Service Jobs.

🧭 What This Report Tracks

This report only includes entries logged using the "Allow Service Jobs" feature in the mobile app, where users:

• Toggle “This is a Service Job”
• Manually enter:
  • Job Name
  • Short Description or Address
• Log hours without associating with a formal project

The Service Jobs Report compiles all those entries into a centralized view.

📅 Date Range Selection

Filter the report by:

• Pay Period
• Preset ranges (e.g., This Week, Last 30 Days)
• Custom date range

📊 Available Columns

Toggle columns on/off depending on the data you want to display:

• Hours
• Regular Hours
• Overtime (OT)
• Total Hours
• Employee
• Service Location (optional)
• Date

🔍 Filtering Options

You can filter the report by:

• Employee: Select all or specific employees
• Date: Toggle display
• Service Location: Toggle display if used

🧰 Use Cases

• Field teams using Ontraccr Mobile to quickly log service calls without formal project setup
• Back office teams needing visibility into time logged on-the-fly
• Billing or job costing teams wanting to convert informal jobs into formal projects later

Example: A technician responds to an emergency call and uses service job logging to capture the time. This report helps surface those hours for later billing or project creation.

💾 Saving Custom Views

You can save a filtered version of the report for reuse:

1. Click Save after setting your filters.
2. Name your report and choose whether it should be Public (shared) or Private.
3. Click Confirm.

Saved reports will appear in the Saved tab of the reporting section.

⬆️ Export Options

To extract the data:

• Click the three vertical dots (top-right)
• Export as:
  • Excel: Full raw data
  • PDF: Summarized view
  • Export by Project (PDF): Will group entries by manually entered job names

📌 Tips & Considerations

• This report only includes service job entries — time logged via project-based entries will not appear.
• Use this report as a reminder to create formal projects for frequently repeated service work.
• Encourage field staff to always use the service job toggle if working on ad hoc jobs.