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Efficiency Scoring ✔

Set up Efficiency Scoring for jobs and staff and review your team's scores to see billable versus unbillable time.

Written by Kaitlin Lane

In this article:

Efficiency Scoring Overview

Efficiency Scores can play a critical role in helping your Crew Leads and Operations staff to better understand the percentage of time Crews are spending on unbillable work (such as drive time, loading, or material pickup) vs. time spent at the jobsite.

Because a positive Efficiency score can look different from crew to crew, depending on their route or the nature of the jobs being performed, LMN also lets you set an individualized Efficiency Goal for each of your Crew Leads.

Properly setting up your Efficiency Scores and Efficiency Goals can be done in just a couple of minutes. Below, we'll provide a thorough walkthrough of that process as well as where to go to check a crew's Efficiency Score from either the LMN browser application or the LMN Crew mobile app.

🛑 Efficiency Score measures productive time vs. non-productive time. It is not the same as comparing a job or visit's actual hours against its estimated hours.

🎥 Efficiency Scoring Video

Click the button below to view a video tutorial about Efficiency Scoring


Efficiency Scoring Setup

Setup Step 1:

Recategorizing your Unbillable Job Types to 'NonProduction'

Work on a 'shop job' (e.g. time spent driving) will only count negatively to a crew's Efficiency Score if that Job belongs to a Job Type that has been categorized as 'NonProduction' (i.e. unbillable).

  1. Navigate to: Settings > Jobs > Job Type

  2. Select a Job Type

    💡 Find any Job Types that are mapped to the Jobs you use for unbillable work (e.g. if you have a Job Type called 'Unbillable' that is applied to your job called 'Shop Time') and switch the Job Category to 'NonProduction.'

  3. Select a Job Category
    Job types allow you to customize and create your own job classification within LMN. You can select 2 options for the Job Category:

Non-Production

For analytics and reporting, time allocated to this job is classified as ‘non-production’, contributing negatively to the Crew Efficiency Score percentage.

Production

Conversely, time devoted to this job classification is recognized as productive and billable for reporting purposes, positively impacting the Crew Efficiency Score percentage.

💡 If drive time, loading, or material pickup are logged to a Job Type categorized as NonProduction, that time is treated as non-productive and lowers the Crew Efficiency Score.

💡 Related setup reference: Job Settings

Setup Step 2:

Assign an Efficiency Goal to each Crew Lead

  1. Navigate to Settings > Users & Staff > Staff

  2. From this view, select the Staff Member you want to assign an Efficiency Goal to.

  3. Upon accessing the Goals tab in a Staff Member’s editing modal, you’ll encounter two goal options: A Single Efficiency Goal, or a Multiple Revenue Goals (for different years).

    • The Goals tab is available for Office Staff / Crew Lead users. It does not appear for Crew Member users.

    • The Efficiency Goal is available for all Office Staff / Crew Lead users, but it is intended for Crew Leads overseeing field work.

    • It signifies the Efficiency Score - a percentage reflecting the billable (or productive) portion of their work that the Crew Lead aims to meet or surpass in their daily task.

    • When examining a timesheet submitted by a Crew Lead for a crew they led, you can view their actual Efficiency Score for the day and compare it with the Efficiency Goal of the displayed Crew Lead on the timesheet.

  4. Click Save when finished

Related setup reference: Managing Users & Staff: A Guide


How the Efficiency Score is Calculated

  • Efficiency Score compares productive time to total worked time on the crew's timesheet.

  • Time logged to Production jobs counts positively toward the score.

  • Time logged to NonProduction jobs counts negatively toward the score.

  • This includes drive time when it is tracked against a NonProduction job type.

  • If you need to review whether a crew completed a job within estimated hours, use the job or visit's actual hours versus estimated hours instead of Efficiency Score.


How an Administrator Can Review Crews’ Efficiency Scores

As an LMN user with Timesheets permissions, you now have the ability to check the Efficiency Score of a Crew as they worked on the timesheet you're reviewing.

Upon opening the timesheet to review, you’ll find at the top, a display of the Crew’s Efficiency Score for the work logged on the timesheet, compared to the Efficiency Goal set for the Crew Lead associated with the timesheet.

  • The Efficiency Score signifies the percentage of time the crew allocated to jobs categorized as ‘Production’, such as Mowing

  • The time invested in tasks categorized as ‘Non-Production,’ like ‘Loading/Unloading,’ contributes negatively to the Efficiency Score

  • Drive time also lowers the score when it is logged to a NonProduction job type.


How a Crew Lead Can View Their Own Crew’s Efficiency Score

The LMN Crew app gives Crew Leads two different ways to check in on their current Crew Score (also known as the Efficiency Score) while working through a timesheet:

  • On the Dashboard screen, check the top right corner for a visualization of your current score.

  • On the Timesheet Review screen, at the top of the timesheet.

The Crew Score visualization includes a green bar for billable time, a grey bar for unbillable time, and a flag showing the assigned Efficiency Goal.

The score shown is tied to the currently active timesheet.

Crew Members can log in to LMN Crew with read-only access to schedule and job information, but they do not manage timesheets and do not have a separate Crew Score analytics view.

⚠️ A visit will not affect your Crew Score / Efficiency Score until it has been punched out of.

Related app reference: LMN Crew App


Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864

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