Field Service reports

KPIs, ready-made reports and your own custom reports and dashboard.

Go to Reports. The top shows the period's jobs completed, jobs done on time (SLA), first-time fix rate, average rating, time on site against travel, and service revenue.

Ready-made reports

• Technician performance - jobs done, hours on site and travelling, first-time fix and ratings.
• Jobs by status, type, customer and month.
• SLA performance and First-time fix rate - a job is fixed the first time when it had no hold and no new job for the same equipment (or customer and type) within 30 days.
• Job profit, Parts used, Customer ratings, Contracts and the Timesheet.

Each can be filtered by technician and job type, and downloaded as CSV.

Custom reports (Professional)

New custom report: any measure of jobs (number, hours, revenue, rating) by status, type, technician, customer, area, priority, source or month. Save it, and tick Show on the Reports dashboard.