Appearance
Reports
All reports live under Jobs → Reports in ERPNext Desk. Use them for daily stand-ups, technician queues, and end-of-day cash control.
Daily operations
Open Jobs
Who: Managers, front desk
When: Start of day, stand-up, end of day
Lists every job that is not closed or cancelled. Scan status column for bottlenecks (awaiting parts, awaiting quote approval, ready for collection).
My Assigned Jobs
Who: Technicians
When: Every bench session
Filters to jobs where Technician = your Employee record. Primary queue view — see Roles and permissions.
Jobs Awaiting Quotation Approval
Who: Front desk, managers
When: After sending quotations
Jobs where quote was sent but Approve Quote has not run. Follow up with customers who have not responded.
Jobs Awaiting Parts
Who: Managers, buying, bench lead
When: Parts coordination meetings
Jobs in Awaiting Parts status. Cross-check with open purchase orders and stock issues linked to each job.
Technician Workload
Who: Managers
When: Assigning work, capacity planning
Count of open jobs per technician. Use before assigning new walk-ins.
Outstanding Customer Payments
Who: Front desk, accounts
When: End of day, before collection calls
Jobs with unpaid assessment or repair sales invoices. Essential when Record Collection is blocked.
Analysis and history
Completed Jobs
Who: Managers, owners
When: Weekly or monthly review
Closed jobs in a date range — volume and throughput.
Job Turnaround Time
Who: Managers
When: Performance reviews, SLA tracking
Time from booking to close (or key milestones). Compare technicians or job types.
Parts Usage by Job
Who: Managers, accounts
When: Margin review, warranty disputes
Stock and purchase lines linked to jobs — what parts cost per repair.
Repair History by Customer
Who: Front desk, managers
When: Repeat customer calls in
Prior jobs for a customer — useful context before quoting.
Warranty and Repeat Repairs
Who: Managers, warranty admin
When: Serial number or warranty policy checks
Flags repeat serials and warranty-type jobs. Complements Job Settings repeat-repair warning on intake.
Quick reference table
| Report | Primary audience | Key question it answers |
|---|---|---|
| Open Jobs | Everyone | What is still on the floor? |
| My Assigned Jobs | Technician | What should I work on next? |
| Jobs Awaiting Quotation Approval | Front desk | Who has not approved the quote? |
| Jobs Awaiting Parts | Manager / buying | What is blocked on stock? |
| Technician Workload | Manager | Who has capacity? |
| Outstanding Customer Payments | Front desk / AR | Who still owes money? |
| Completed Jobs | Manager | What did we finish? |
| Job Turnaround Time | Manager | How fast are we? |
| Parts Usage by Job | Manager / accounts | What did we use? |
| Repair History by Customer | Front desk | Has this customer been here before? |
| Warranty and Repeat Repairs | Manager | Is this a repeat or warranty unit? |
Export and sharing
Script reports support ERPNext's usual Export and print actions. For management meetings, export Open Jobs and Technician Workload to spreadsheet.
Next steps
- Getting started — open the Jobs workspace
- Parts and stock — when jobs land in Awaiting Parts
- Invoicing and payments — outstanding invoice report
- Roles and permissions — who runs which report