This guide will go through how to use the Flat Rate reporting system within Workshop Software. Flat rate is a system of tracking a technician’s work per labor job and typically correlates with what they are going to be paid on a job to job basis.
– Go into ‘Settings’ then select ‘Company Settings’:
– Under ‘Product Settings’ toggle ‘Flat Rate’ to ‘On’:
– From here, all labor products will have the ability to add a ‘Flat Rate’ which means whenever you are doing an invoice and adding this product this will be the Flat Rate associated:
*Please note ONLY labor products will have this option as they are the ones that are associated with a technician tracking their times
– You can then create an invoice for the customer and the Flat Rate that you have added within the product will automatically display. You can edit the Flat Rate amount you have added to a product by clicking into the box:
– The mechanic can then clock on and off the job using the mobile app, or the web application which will then trigger the profitability comparison within the Flat Rate report
– The mechanic may have clocked on for 2 hours and the flat rate was 3 hours, check out the next steps to see the awesome report that measures this profitability:
– To view the report go to the ‘Reports’ Tab and select ‘Business Reports’
– Under ‘Mechanic Reports’ you will find the ‘Mechanic Flat Rate’ report:
– Choose a date range to view your report and if you would like to select a specific mechanic you can also do so by the drop down menu under ‘Mechanic’:
– In this report you will see each of your mechanics that have clocked onto a job that also has a flat rate attributed to it:
– This report is designed to show what the attributed Flat Rate amount is per labor quality. It then calculates the efficiency based off of this.
Explanation of each reporting field:
– ‘Begin Time’ is the initial time the mechanic has clocked onto this job for
– ‘End Time’ is the end time the mechanic has clocked onto this job for
– ‘Invoice’ is the invoice number of the job that the mechanic clocked onto. Note that only processed invoices will display on the Flat Rate report.
– ‘Job Card’ this is the job card associated with the now processed invoice that the mechanic clocked onto. Note that only processed invoices will display on the Flat Rate report.
– ‘Post Date’ is the date attributed to the processing of the invoice.
– ‘Hours’ is the amount of hours that the mechanic clocked onto the job for
– ‘Total Flat’ is the total Flat Rate attributed to the labor product, this combines the quantity of the labor product and the flat rate that has been attributed to the labor product. For example, if the Flat Rate amount for the labor product is 3 and the quantity is 3 the ‘Total Flat’ will be 9. The report will also work out the efficiency if multiple mechanics have clocked onto the same job.
– ‘Attributed’ is the Flat Rate amount attributed to each mechanic. This is only relevant when more than one mechanic has clocked onto a labor product. If this is the case, the report will calculate how the Flat Rate amount should be split between 2 mechanics.
– ‘%EFF’ is the efficiency percentage of that particular mechanic based on the attributed Flat Rate and the hours that the mechanic has clocked onto the labor line for. For example, if a mechanic clocked onto a job for 4 hours and the assigned Flat Rate for that labor product was 3 hours, their efficiency would be 75% as they took longer than the specified Flat Rate.
