Tekmetric is proud to partner with ATI shops across the nation and want to ensure the success of your reporting for the organization. This article will walk your shop through what fields inside Tekmetric's reports can be correlated to your ATI tool.
- End of Day Report
- Sales by Job Category Report
- Discounts Report
- Technician Hours Report
End of Day Report
Profit Summary: This table shows your sales across labor, parts, sublet and fees. This will allow shops to find their Parts Sales, Labor Sales, Sublet Sales and Total Sales as requested in your ATI Report.
Discounts are found to the right of sales. Use this column to add to the ATI report.
NOTE: This table will not reconcile with the Sales Detail report headers since that report shows data before discounts and this data has already had discounts taken out.
RO Summary: This table starts with raw sales dollar earned for labor, parts and fees, less discounts, plus sales tax dollars collected. This will allow shops to find their Discounts as requested in your ATI Report.
Billed Labor Hours Produced: You will find the Hours Sold on your End of Day Report which can be correlated to the Billed Labor Hours Produced on your ATI report.
Sales by Job Category Report
The Job Categories Report contains detailed metrics across your shop's custom Job Categories for the period selected. The data on this report is generate only from ROs with a posted date in the selected date range. This report will allow shops to pull Warranty Labor Cost,
Fees & Discount Report
You can review the fees and discounts for your shop within the Fees and Discount Reports to provide the Supplies/Hazmat Sales and Marketing Discounts fields for the ATI Report.
Note: You must have a Shop Supplies Fee, Hazmat Fee, and Marketing Discount setup within your Shop Settings in order to generate these reporting numbers.
Hacker Tracker Report
The Hacker Tracker Report allows shops to view any repair orders that have been authorized by customers. This includes the estimated sales broken down by labor and non-labor sales as well as costs broken down labor, parts, and sublets.
Employee Reports
You can generate your employee related fields from the Employee Reports within Tekmetric. Specifically the Number of Service Techs and the Clocked Hours Worked.
Service Techs can be found within the Technician Hours Report by simply counting how many technicians performed work within the specified time period.
Clocked Hours Worked can be found within the Technician Hours Report if you have your technicians click in and out of jobs. If they do not clock in and out of jobs then this information can be found within the Employee Timesheets Report.
Comments
4 comments
Just to clarify, these are the same reports & data that we've been utilizing already, correct? I've been copying and pasting data to the ATI portal for almost a year now using the above data in addition to our external payroll data.
Jennifer Mikulski Yes that is correct!
I think there is some confusion about what "Total Estimated Sales" means. It's not the estimated amount for your Total Sales it's the total amount of all the work your advisors estimate for the week.
I don't think that number is anywhere on the "End of Day" report. I was using the service writer report to generate a number for that field, but I found out that the service writer report includes all RO's that were open for the week not just the ones written that week. This means that if a customer takes 3 weeks to decides whether to do a job, that job will be included in Total Estimated Sales for all three weeks. It would be awesome if there were a better way to find this number.
Robbie thank you for providing this! I have now added a report to this article that will allow your shop to see your total estimated sales. The Hacker Tracker report is build off of work that has been authorized by the customer but not yet posted.
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