Field Service Reporting That Answers Your Questions
Every field service product ships dashboards, and in most businesses somebody still exports to a spreadsheet every Monday. That is not laziness. It happens because the questions a specific operation needs answered are specific, and a fixed dashboard can only answer the questions its designer anticipated.
Running this manually today?
See how Fieldproxy handles it — a walkthrough on your own workflow, not a canned demo.
Book demoThe questions operations actually ask
- Which contracts and agreements are actually making money, once labour and parts are counted
- What our first-time fix rate is, honestly, including visits that failed on a wrong part
- Where engineer time goes — on site, travelling, waiting, or unaccounted
- Which customers generate repeat visits for the same fault
- How much unbilled work we did last month and why
- Whether we are meeting the response times we contracted to
- Which jobs took materially longer than they were priced for, and what they have in common
Why fixed dashboards disappoint
A dashboard can only report on the shape of the data underneath it. If the system models a maintenance agreement as repeating appointments, no report will tell you the agreement's margin, because the revenue and cost were never attached to the same object. The reporting limitation is really a data-model limitation wearing a different hat.
That is why so many operations end up exporting. It is not that the charts are ugly; it is that the joins they need do not exist.
Reporting on a model that is yours
Because the underlying model is built to your operation, the reports can be too. If your business thinks in contracts, sites and agreements, those are things that can be reported on, not concepts approximated from job records.
Two approaches to the same problem
| Fixed dashboards | Reporting on your model | |
|---|---|---|
| Scope | The questions the vendor anticipated | The questions you ask |
| Agreement margin | Usually not calculable | Revenue and cost on one record |
| A new question | An export and a spreadsheet | A report |
| Client reporting | A standard export | Built to what the client asked for |
What you can report on
- Margin by job, contract, agreement, site and customer
- First-time fix, callbacks and repeat faults by asset
- Engineer utilisation, travel and unaccounted time
- Response-time performance against contracted targets
- Unbilled and written-off work
- Client-facing packs built to each client's requirements
Common questions
Why can't our current system tell us contract profitability?
Almost always because revenue and cost live on different objects — the value on an invoice schedule, the labour and parts on unrelated job records — with nothing joining them. It is a data-model problem rather than a reporting one, which is why building another dashboard does not fix it.
Can we build our own reports?
Yes, and because the model is built to your operation the concepts you want to report on actually exist in it rather than having to be approximated.
Can clients get their own reporting?
Yes, built to what each client asked for rather than to a fixed export format. In contract work the reporting pack is often what gets scrutinised at renewal.
How do we measure first-time fix honestly?
By keeping return visits linked to the original job, so a repair that took two visits is visible as one repair that failed rather than as two jobs that each look fine.
See the report you cannot currently get
Bring the question your current system cannot answer. That is the fastest way to judge this.
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