To use our budgeted time feature for scheduling and reporting, you will need to first set up your default budgeted time settings.
Navigate to your settings page and find the "Time Budget" section:
Here you will enter the average amount of unload/load time per stop and average time spent per 1k square feet to complete services (we realize not all services are created equal, so the best method here is to choose a good "average" for the services you provide).
Once these settings are entered, you will be able to see a new metric on your scheduling screen called "Budgeted Time". This metric will update in real time as you choose services to add to a route just like the square footage and revenue numbers.
Note: This number does not include drive time which you can still view on the next scheduling screen.
Now that you are scheduling based on a budgeted time, you can also pull reports with that budgeted time. There are columns on both the completed service log and the technician efficiency report that report budgeted time, actual time recorded, and the difference between those numbers. This allows you to see and address any possible issues with too much/not enough time spent in production by technicians.
