What Is the Technician Profitability Dashboard?
The Technician Profitability Report is a built-in dashboard in BuildOps that gives you a clear financial picture of each technician on your team. Think of it as a profit and loss statement for every person in your field — not just who's keeping busy, but who's actually generating margin, and who may need some coaching.
It goes beyond basic job costing by showing individual technician contributions across revenue, cost, profit, and even future pipeline potential through recommendation tracking.
Where to find it:
Go to Dashboard → click the dropdown (top right) → Tech Profitability Report - New
Start with the ReadMe:
The Tech Profitability Dashboard opens with a built-in ReadMe tab — a 2-page guide covering how the dashboard works. It explains the data rules behind the numbers (which jobs qualify, how multi-tech jobs get split, which hours count), walks through the four tabs and how to navigate them, and lists out every metric calculation used in the dashboard. Click through both pages before diving into the data — it's worth the minute, especially the first time you open the dashboard. If a number doesn't look right later, this is a good first stop.
Heads up on data freshness: This dashboard refreshes approximately every 40 minutes - it is not a live feed. Always check the Last Data Refresh timestamp in the top-right corner of the dashboard before acting on the numbers.
If you're responsible for field team performance, labor costs, or service profitability — this dashboard is for you. Here's how you'll use it depending on your role:
Role | How You'll Use It |
Service Manager / VP of Operations | Get a full picture of your team's profitability, spot coaching opportunities, and track how your margins are trending over time. |
Owner / Executive | Get a quick financial pulse on your field team and compare profit per tech against your expectations. |
Department Manager | Filter down to your team and see their performance in isolation. Use the trend charts to spot seasonal patterns before they become a problem. |
Key Metrics You'll See
Before diving in, here's a quick reference for the terms you'll come across:
Term | What It Means |
Total Profit | Total billed minus total cost, attributed to a technician across all qualifying jobs. |
Total Billed | The revenue credited to a technician based on their share of each job. |
Total Cost | Your technician's share of labor and material costs across qualifying jobs. |
Total Profit Margin | Total Profit ÷ Total Billed, shown as a percentage. Reflects efficiency, not just volume. |
Avg Profit / Avg Profit Per Job | Total Profit ÷ Jobs Completed. How much profit a tech generates per job on average. |
Jobs Completed | Count of distinct completed or closed jobs the tech worked on. |
Visits Worked | Count of distinct timesheets — a tech who clocks the same job across multiple days counts as multiple visits. |
Recommendations Created | Number of recommendations the tech submitted during visits. This is a leading indicator of future revenue. |
How to Use the Dashboard
Getting Started
When you open the dashboard, you'll land on the Tech Scoreboard — this is where all your analysis happens. There's also a ReadMe tab with an in-report guide covering how the data works and what each metric means. It's worth a quick read the first time.
At the top of the Tech Scoreboard, you'll find four global filters that apply across all tabs simultaneously:
Filter | What It Does |
Tech Name | Isolates one or more specific technicians. Useful for 1-on-1 reviews. |
Department | Narrows the view to a specific department or crew. |
Timesheet Approval Status | Defaults to Approved. Only change this if your team doesn't formally approve timesheets. |
Date Range | Sets the time window. Financial data is based on job completion date; visit data is based on visit work date. |
The Four Tabs — What Each One Does
1. KPI Tab — Your Daily Snapshot
The top row shows your financial story: # of Techs, Total Profit, Total Profit Margin, and Total Profit Per Tech.
The bottom row shows the activity behind those numbers: Jobs Completed, Visits Completed, Hours, and Recommendations.
Each tile has an expandable section — click the dropdown beneath any tile to see the billed and cost components that make up each number. Nothing is hidden.
⚠️Seeing zeros? This usually means no jobs were completed and fully invoiced within your selected date range — not that your data is missing. Try widening the range (e.g., switching from "This Year" to "Last 2 Years") to confirm.
2. Tech Profitability Tab — Rank Your Team
This tab shows a table with one row per technician alongside a bar chart.
You'll see Total Billed, Total Cost, Total Profit, and Avg Profit for each tech. Scroll right to also see Total Margin and Avg Margin.
Use the Select Profitability Metric dropdown to switch your ranking between Profit, Billed, Cost, or Margin. Use Sort Metric to toggle between your top and bottom performers.
To dig into a specific technician, click the + expander on the left side of their row to see a job-by-job breakdown — every qualifying job that contributed to their totals, including Job Number, Completion Date, and individual Billed / Cost / Profit figures.
💡 Tip: Try sorting by Margin % instead of Total Profit. A tech with fewer jobs but a high margin percentage may be closing work very efficiently — that's a different conversation than a high-volume tech running on thin margins.
3. Tech Actions Tab — Your Coaching View
This tab shows you what each tech is actually doing:
Jobs Worked
Jobs Completed
Visits Worked, and Hours.
Scroll down to see the Recommendations table — each tech's recommendation count, statuses, and the properties they were created for.
Use Select Action Metric to switch the chart between different activity metrics, and click the + on any tech row to see their job-level detail.
💡 A tech with modest profit numbers but a high recommendation count is building your future pipeline. Keep that in mind before any performance conversation.
4. Trend Charts Tab — See the Full Picture Over Time
This tab plots your key metrics over time so you can spot patterns — not just snapshots.
Pick a metric from the top row (Recommendations, Visits, Jobs Completed, Hours, and more) and a time grain from the second row (By Week, By Month, By Quarter, By Year).
Apply your Tech Name or Department filter to focus on specific people or teams.
Exporting and Scheduling
Any view in the dashboard can be exported to Excel or PDF. You can also schedule automated exports — daily, weekly, or monthly — delivered directly to any recipient's inbox.
Click the folder icon in the bottom-left corner of the screen.
Click Export to download the current view immediately.
Click Schedule export to set up a recurring automated delivery to any email address.
⚠️ Export tip: If you've drilled into the job-level view on the Tech Profitability tab, the tech-level totals will repeat on every row underneath in your export. For a clean extract, collapse back to the tech-level view before exporting.
What Data Is Included (and What Isn't)
This dashboard is scoped to service jobs only. Here's what that means for your numbers:
What's Included | Why |
Service jobs only (not Projects or Service Agreements) | Projects and Service Agreements follow different billing structures — mixing them in would distort your tech-level results. |
Completed jobs marked Fully Invoiced or Do Not Invoice only | Jobs that are still open or partially invoiced have incomplete profit figures and aren't included. |
Billable hours only | Non-billable time doesn't generate revenue, so it's left out of your margin calculations. |
Employees with the isTech flag enabled | Only employees flagged as technicians in BuildOps appear in this dashboard. |
⚠️ Because Projects and Service Agreements are excluded, the revenue totals you see here will be lower than your total company revenue. That's expected — this dashboard shows your service job revenue only.
How Credit Is Split on Multi-Tech Jobs
When two or more technicians work the same job, BuildOps splits the credit based on each tech's share of the total labor cost on that job — and applies that same percentage to both cost and revenue.
Here's an example: Two techs work a job together.
Tech A (senior, $40/hr) works 4 hours → labor cost = $160
Tech B (junior, $20/hr) works 4 hours → labor cost = $80
Total labor cost = $240
Tech A's share = 67% | Tech B's share = 33%
That 67/33 split is then applied to the job's total cost, total billed amount, and resulting profit — or loss, if the job ran over budget. The more experienced tech earns the larger share of the upside on a great job, and absorbs the larger share on one that goes sideways. It's an honest reflection of contribution.
Frequently Asked Questions
Q: A technician isn't showing up in the dashboard. Why?
A: The most likely cause is that their employee record doesn't have the isTech checkbox enabled — or they have no qualifying activity in your selected date range. Start by widening your date range. If they still don't appear, an admin can check and update the isTech setting on their Personnel record in BuildOps.
Q: Someone is appearing in the dashboard who shouldn't be.
A: Their employee record has isTech set to true. An admin can update that record in BuildOps to remove the tech flag — it's a quick data fix, not a report issue.
Q: A job I know is complete is showing $0 billed or $0 cost. Why?
A: For $0 billed: the job may still have a draft or partial invoice — only jobs in Fully Invoiced or Do Not Invoice status are included.
For $0 cost: check that time was logged correctly on the job. If the status looks right and the numbers are still zero, reach out to your BuildOps support team.
Q: Why does my date range sometimes show no results?
A: Financial data is tied to the job completion date — not the invoice date or when costs were entered. If no jobs were completed and fully invoiced within your selected range, you'll see zeros. Try widening your date range or switching to a custom window.
Q: Why don't my BuildOps numbers match my accounting software?
A: This is normal. The Technician Profitability Dashboard reflects your operational data in BuildOps. Your accounting system is your system of financial record. Differences typically come from unposted invoices or sync timing — they should align once all invoices are fully posted.
Q: Can I see Project or Service Agreement profitability by technician here?
A: Not in this standard dashboard — those job types are excluded by design. If you need that view, reach out to your BuildOps Customer Success team to discuss custom reporting options.