See revenue by technician
Revenue by technician shows issued invoice revenue grouped by the technicians who worked it — the technicians selected directly on each invoice together with the people assigned to visits on its linked jobs. Use it to compare attributed revenue across your field team without needing Job Costing to be turned on.
Where to find it: Reports > Financial > Revenue by technician.
Before you start: Invoicing must be enabled, and your role needs reporting and invoice access.
Open Reports, then select Revenue by technician in the Financial section.
Choose Last 30 days, This quarter, Year to date, Last 12 months, or a Custom range.
Review each technician's invoice count, invoice numbers, total attributed revenue, and average revenue per invoice.
Sort any data column or download the report as a CSV when you need to work with the results elsewhere.
The report uses the business’s selected accounting method, shown beside the date range. Accrual recognizes finalized invoice revenue by invoice date; cash recognizes collections by payment date, including partial payments. Refunds reduce the appropriate period. Revenue excludes sales tax. An invoice credits both directly selected technicians and technicians assigned to visits on its linked jobs. Each person is counted once, even if selected directly and assigned to a linked job. When that works out to more than one technician, Essential divides the recognized revenue evenly across them. Any indivisible cents are distributed across the shares so the technician rows always add back to the exact recognized amount. For example, a $2,120.00 invoice credited to three technicians appears as $706.67, $706.67, and $706.66. A technician who worked several visits on the same invoice is still counted once.
Only invoices that credit at least one technician count toward the technician rows. To change who is credited, open the invoice’s linked-records control, add or remove jobs or technicians in Related Records, and choose Save links. You can also update visit assignments in Scheduling. Reports use the saved links and current assignments. Removing a directly selected technician still leaves their credit from any linked job.
Review unattributed invoices
The Unattributed revenue tile shows the total for invoices in the period that credit no technician, and the Unattributed invoices table below the main report lists each one with its customer, invoice date, and amount. An invoice lands here when no technicians are selected directly and its linked jobs have no assigned technicians. Select a row to open that invoice, link a job or technician under Related Records, or check the visit’s assignments — or leave it unattributed if the revenue genuinely isn't technician work, such as fees or materials-only billing. The unattributed table has its own CSV download.
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