Mileage Tracking through Field Jobs
Don't know if it would even be possible but it would be a great feature to be able to track the mileage from your central office location to each field job per technician. We have several onsite technicians that we reimburse for mileage and it would be very efficient to just be able to pull up a report on their mileage each week etc.
What if any appointment that had a location specified we could calculate the road-miles from your office to there, and put that in a report?
A little simpler than doing real vehicle/person tracking, still gets you pretty good data – and would be more realistic for us to quickly build.
Let me know in the comments..
I love this idea and would love to see it soon!
Shane, COO, Nerds on Call commented
Having the mileage tied to the schedule for auto calculation makes it more detailed reporting for IRS and bookkeeping purposes. It would remove the need for a separate app that our technicians would need to enter a customers private data like names and address's info into, and keep it in the secure RS database. It also would remove an extra step that isn't needed, when there is already a schedule and info to pull the same data from. We already had a mileage app built into our old custom CRM that even took GPS snapshots to enter into the system to confirm where they were, then allowed them to pick from the avail appointments on schedule in a drop down to tag to there location. This info could be shared with RS if you'd like to integrate it, beings we are in process of transitioning to RS at the moment.
Jason Pitt commented
I'd be fine with calculating mileage from our office to the appointment, BUT firstly we charge for it for our non-contract customers, so being able to enter a mileage line-item and quantity would be fantastic. Secondly, we charge (and reimburse) for round trip (but I imagine not everyone does), so... make a 'round trip' option to double it, if that's how you go?
Niels Petersen commented
Yes, auto calculation based on job and work location would be awesome. This would make calculating true expenses for jobs very easy.
I'm curious why this needs to be in RS, couldn't you all just use something like mileiq or https://www.mycartracks.com/pricing and have it be separate? Have your staff email you the report of billable miles every week or so?
What more would you get out of an "integration" or a built in solution to this??
Rob May Gwynne TV commented
What about an integration with a route planner such as viamente/workwave or speedyroute this would be great.
Brett Smith commented
It would be nice to have this built in, but here is what I have decided to do for now:
-I created a new inventory item called "Miles Traveled" with a description of "On-Site Service: date", a price of $0 (I don't charge for local travel), and a product category of "Note"
-Each employee is expected to record their mileage as soon as they arrive onsite before going into the customer's office.
-They open the ticket and add a new line charge "Miles Traveled" and change the word date to the current date then enter a quantity of the number of miles they just traveled.
-Then at the end of the month I run the "Employee Sales and Commission Report" filtering the Product category of "Note"
It's a bit of a kludge but it works.
Patrick Fogle commented
That would work for places with a single vehicle, but if we have multiples how can we designate the driver and truck number in the report?
Becky Keane commented
+1 for this. I would love to run a monthly mileage report for onsite jobs.
Duleep Pillai commented
When checked last time, I was told that it should get at least 75 votes to be considered. Any progress?
That would be awesome!
Duleep Pillai commented
Would love to have this. We are new to RS and is finding very difficult to track mileage. I need to pull up the mileage every 15 days so that it can be reimbursed.
Was about to suggest something like this when I found this one already proposed.
Currently I use the address link to bring up Google Maps then input our shop address for directions and use the mileage listed there to track it.
Would be great if this was automated somehow whenever we set up a field job. Pull mileage somehow and add it to a techs account in some way.
Have a look at https://www.mycartracks.com/ - It allows you to easily track times and mileage from an android phone. I use it constantly and simply extract times/mileage at the end of the day by reviewing my progress throughout the day.
It would be great if we could assign a ticket start & stop action to automatically capture times and mileage for a specific ticket.
I currently use MileIQ and it's great. It would be nice to have it integrate into RS. Not to hijack this thread, but I feel like this is closely related to mileage tracking as well. Since the google maps data is already in there, it would be great to have travel time calculated between appointments and have that time "ear-marked" as part of that appointment.
Say you have an appointment from 12-1 and the calculated time from that appointment to the next is 1 hour, it would make the appointment at 2-3 show 1-3 in our calendar, but 2-3 to the customer.
Too many times have I had my employee's schedule back to back appointments, and not account for 30+ minutes travel time.
I've also posted it as a separate idea @ http://feedback.repairshopr.com/forums/165658-general/suggestions/17208917-account-for-travel-time-in-calendar
Mark Swanson commented
+1 for this idea - tracking mileage outside of the psa is messy and prone to errors. It would be great to run a report for this. Currently we created a google form with start/stop times and mileage that gets entered and emailed to service coordinator. If repairshopr added just another field to the mobile ticket notes entry - arrived / leaving / field notes and mileage I think that would work as long as it went somewhere where it could be aggregrated weekly or monthly-
A field on the Invoice for total miles, then a way to pull a monthly, quarterly report would be most excellent.
Nancy Sabino commented
Yes ours to do
Also, one of my techs just brought up that it would also be beneficial if we could manually add in the miles if there is a day that is too complicated for example, we have an assigned day that we go do backup swaps for 10 clients in one day so to be able to go in there and say this say was 70 miles total... not sure if that throws a wrench in that but be able to have that manual entry be included in the report as well.... like opt out of the calculated miles when necessary to include a manual entry.
Daniel Prince commented
That's a great idea, I would use that for field jobs all the time. Make that integrate into the mobile app and you got something good!
Dave Feist commented
Yes that would be perfect, maybe have a blank line to put in a custom address. Being a one man shop and not having alot of stock, i have to grab stock from local stores. maybe a checkbox with that blank line so we could check it if we needed to add extra travel for supplies for that job or extra trips.