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Work Ticket Visits Report
- 03 Jul 2025
- 6 Minutes to read
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Work Ticket Visits Report
- Updated on 03 Jul 2025
- 6 Minutes to read
- Print
- PDF
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The Work Ticket Visits Report helps you analyze and manage visits associated with work tickets. Use this report to review scheduling details, crew assignments, and visit completion status to better understand operational performance and improve coordination across teams. You can access this report from Reports > Work Ticket Visits.
Prerequisities
You must have the View Reports and the View Drill Down Reports - Work Ticket Visits permissions to view this report.
Customize your report view
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The toolbar at the top of the report gives you control over how visit data is displayed and organized. Use these tools to search, filter, sort, group, and adjust columns to match your team's needs.
Search: Enter a keyword and press Enter (or select the search icon) to find matching records. The search checks all visible fields and highlights results that meet your criteria.
Report tools: Use the following options to refine the structure and layout of the report.
Filters: Narrow results by visit-level fields like scheduled date, service, crew, or ticket status. Filters are not applied by default. Your initial results are shaped by the default display columns, not pre-set filters.
Display columns: Show or hide fields, change column order by dragging, and configure column settings like alignment, formatting, totals, and free-text fields. You can also delete columns from view. For a full list of display options, see below.
Sort: Choose a field and sort direction (ascending or descending) to organize your data.
Group: Group results by a selected field to visually separate sections of the report. Groups follow the same sort options and can be collapsed or expanded.
Saved views: Select from predefined views or saved custom layouts. Each view remembers your filters, column display, sort order, and grouping preferences. Choose a saved view to quickly switch between use cases (for example, morning dispatch vs. end-of-day review).
Display columns
Display columns control which visit-level details display in the report. By default, the report includes fields like Occurrence, Scheduled Date, Service Name, Work Ticket #, Work Ticket Status, and Hours. You can add or remove columns, sort, group, or filter by any field in the report to match the way your team works.
For reference, the collapsible section below lists all available display columns and their description.
Select to expand
Column | Description |
|---|---|
Account Owner | Aspire user responsible for the account. |
Actual Hours | Total hours worked on the work ticket, including both drive time and onsite time. |
Actual Labor Cost | Labor cost calculated based on actual hours. |
Actual Visit Hours | Total hours worked on the individual visit, including both drive time and onsite time. |
Annualized Occur | Annualized occurrence frequency for the service. |
Attachment Present | Indicates whether any visit note includes a file attachment. |
Branch Name | Branch overseeing the work ticket. |
Completed Date | Date the visit was marked complete in Aspire Cloud. Does not include visits marked complete in Aspire Mobile. |
Crew Leader | Lead crew member assigned to the visit. |
Crew Member | Additional crew members assigned. |
Division Name | Division managing the service. |
Drive Hours | Travel time associated with the work ticket. |
Has Date of Services Rendered | Indicates whether a service date was recorded for the visit. |
Invoice Type | Type of invoice associated with the work ticket, if applicable. |
Last Visit Note | Timestamp of the most recent note added to the visit. |
Manager | Assigned manager for the property or opportunity. |
Onsite Hours | Total onsite time for the work ticket. |
Operations Mgr Name | Operations manager responsible for oversight. |
Opportunity Name | Name of the linked opportunity. |
Opportunity Number | System-generated number for the opportunity. |
Property Address Line 1 | Primary address of the property. |
Property Address Line 2 | Additional address information, if applicable. |
Property City | City where the property is located. |
Property Name | Name of the property being serviced. |
Property Sequence Number | Sequence position of the property, used for multi-property schedules. |
Property State | State where the property is located. |
Property Zip Code | ZIP code of the property. |
Remaining Visits | Number of visits still remaining in the ticket’s series. |
Route | Assigned route for the visit. |
Scheduled End Time | End time assigned to the visit. |
Scheduled Hours | Total hours currently scheduled for the work ticket. |
Scheduled Start Time | Start time assigned to the visit. |
Service Type | Type of service being performed. |
Ticket Estimated Hours | Estimated labor hours originally planned for the work ticket. |
Visit Checklist Status | Status of the associated checklist, if used. |
Visit Earned Revenue | Revenue earned from the visit. |
Visit In Progress | Shows whether the visit is currently active. |
Visit Notes | Number of notes for the visit. Displayed as a clickable count that opens the side panel. |
Visit Sequence Number | The sequence position of this visit in a recurring series. |
Work Ticket Scheduled Date | Scheduled date of the work ticket visit. |
Tip:
Use columns to analyze visits by revenue, labor cost, or completion status, or to focus on in-progress work during active weather events.
Side panel and quick-access tools
From the Work Ticket Visits Report, you can access the Work Ticket side panel that provides at-a-glance visibility into visit details without navigating away from the report. The panel includes two tabs: Details and Notes. You can also drill into related records via the hyperlinked screen elements. Use the table below to identify what each screen element does and how to access related information from the report view.
Screen Element | Description |
|---|---|
Vertical three-dot menu | Opens quick links to the corresponding property, work ticket, or visit. |
Side panel icon | Opens the Work Ticket side panel for the selected visit. See details below. |
Work Ticket side panel
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The side panel provides a snapshot of key information related to the selected visit and its associated work ticket.
At the top:
- The work ticket title appears as the primary heading.
- The work ticket number links to the full work ticket screen.
- If the ticket includes multiple visits, the visit number appears beside the ticket number and links to that visit’s detail screen.
Below the header, the side panel includes two tabs: Details and Notes.
Details tab
Displays visit-level and ticket-level data. All elements are selectable, providing quick access to full records in Aspire.
Screen Element | Description |
|---|---|
Visit | Displays the visit date and visit number in the sequence. |
Work Ticket Status | Shows the current status of the associated work ticket. |
Opportunity | Displays the name and number for the related opportunity. |
Ticket/Job | Shows the name or type of job assigned to the ticket. |
Property | Name of the property where the visit is scheduled. |
Address | Full address of the service location. |
Primary Contact | Name of the main point of contact at the property. |
Previous Visit | Hyperlink to the prior visit in the ticket sequence. |
Next Visit | Hyperlink to the next visit in the ticket sequence. |
Previous Site Audit | Link to the most recent site audit related to the property. |
Equipment | Displays equipment associated with the visit, with a link to view the equipment schedule (if applicable). |
Serviced By | Lists the crew and the crew leader assigned to perform the service. |
Issues – Open | Count of open property issues, clickable to view issue details. |
Issues – Created (30 Days) | Number of new issues created within the last 30 days. |
Issues – Closed (30 Days) | Number of issues closed within the last 30 days. |
Tip:
You can click any item in the Details tab to view the full record.
Notes tab
Displays categorized notes related to the property, work ticket, and visit. Each category appears as a clickable status chip, which filters notes accordingly.
Screen Element | Description |
|---|---|
Property Notes | General notes recorded at the property level. |
Operation Notes | Notes related to operational planning or execution. |
Snow Notes | Notes specific to snow service operations. |
Work Ticket Visit Notes | Notes added during or after the visit, often by field teams. May include attachments. You can sort by Newest, Oldest, Route (A-Z), or Route (Z-A), and search by keyword. |
Collection Notes | Notes related to invoicing or collections for the opportunity or property. |
Report tips
Select a visit note count to open the side panel and review note details in context.
Use the quick-access menu to navigate directly to the visit, ticket, or property.
Export report data to Excel for further analysis or distribution.
Group or filter by visit status to track progress or review unresolved work.
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