Use field service reporting to turn live operational data into clear actions. Spot risks early, protect margins, and correct course fast. Give every leader real-time visibility they can trust.
Use out-of-the-box reports (WIP, violations, tech/staff performance, maintenance detail) so leaders can review and act without building from scratch.
Track KPIs from one source of truth and visualize trends through embedded Power BI; it’s field service reporting software without CSV juggling.
Drill from portfolio views into customers, contracts, buildings, sites, or jobs to find what helps or hurts profitability. Includes margin reporting and point-in-time snapshots.
WIP, violation/compliance, technician and staff performance, maintenance detail, AR/DSO, time-to-invoice, contract and job profitability—ready to run in our field service reporting software.
Create summaries for executives, operations, finance, and service managers. Highlight top performers, aging risk, SLA exposure, and exceptions.
Analyze margin by account, building, contract, and time window. Compare plan versus actuals and spotlight underperformers.
Use interactive visuals directly in the app to forecast, spot anomalies, and explore trends. No exporting required.
Share defined datasets and snapshots with advisors or stakeholders on your cadence. Keep the system of records secure.
Open invoices, work orders, receipts, inspections, and approvals in a click. Export ad hoc lists to Excel when needed.
Finance sees ledgers and accruals. Operations sees jobs and SLAs. Field leaders see utilization and first-time fix. Each role gets the right level of detail.
Seasonal PMs and replacements create noise. Track PM completion, warranty claims, DSO, and margin across peak/shoulder seasons.
Blend multi-day projects with reactive calls. Report on inspections and compliance, change orders, materials burden, and phase-level margin.
Follow backflow programs, T&M vs flat-rate, and parts-heavy tickets. Watch van stock usage, returns, and time-to-invoice to keep cash moving.
Roll up plant service agreements by line or cell. Prove compliance with full audit trails. Consolidate multi-site service and invoice data.
See project milestone health, O&M cycles, and asset-level issues by inverter or array. Automate recurring O&M billing and track site-level trends.
Link serialized assets, RMAs, rebates, and warranty replacements to contract/service margin; compare commissioning vs. O&M.
Yes—core reports (WIP, violations, tech/staff performance, maintenance detail) are included and configurable.
Yes. Power BI visuals can be embedded on role pages and reports; datasets can be published via OData/API. A Power BI license and basic setup are required.
Field data (time, parts, checklists, photos) syncs when the device reconnects and the work is approved. Once posted, it’s immediately available to reports; dashboards reflect it on the next refresh.
Yes. Service and job ledger entries support margin analysis by customer, contract, site, or period; many teams surface this in dashboards for comparison.
Yes. Time entries support utilization and labor cost metrics; repeat-visit analysis can approximate first-time-fix.
Yes. Response and resolution KPIs can be calculated from order timestamps, allocations, and status changes, and displayed on dashboards.
Yes. Use dimensions/tags on transactions, then filter or summarize by those values.
They’re stored with related records as attachments/notes. Dashboards link back to those records; printed reports can include them with a simple layout customization.
