Reporting & Dashboards

The numbers, live. Not month-end.

Revenue, tech utilization, SLA performance, top accounts — every metric your leadership asks for, already on a dashboard.

Reporting & Dashboards
Voice

Revenue pulled

$284k · +14% vs last week

Utilization

78% fleet avg · 3 techs <60%

SLA watch

2 breaches · root causes tagged

Time saved

90 minvs. pulling the report by hand every Monday

Built-in

Every number, one surface.

Pre-built dashboards for ops, sales, service, and finance — plus a natural-language layer for whatever's next.

Live ops dashboard

Jobs today, at risk, closed — updated the instant status changes.

Revenue & margin

Revenue, COGS, gross margin by trade, tech, customer, or job type.

Tech utilization

Wrench time, drive time, idle time — at the team or individual level.

SLA performance

On-time rates, breaches, root cause — by tier, account, or region.

Pipeline & win rate

Open pipeline, stage velocity, and win rates by rep and template.

Customer health

Churn risk, NPS, recurring revenue, and top-10 concentration.

Custom KPIs

Build exactly the metric you want without leaving the platform.

Ask in natural language

"Show me X by Y" — your AI agent builds the chart.

Scheduled digests

Daily, weekly, monthly — dropped into email, Slack, or Teams.

Real time
Not month-end
Zero
Excel required
50+
Pre-built reports

Works for every trade

One platform. Every field service business.

Owner

Month-end close, without the month-end hell.

Ops Leader

Tech utilization and SLAs on one wall-mounted screen.

Finance

AR, DSO, and cash forecast live, not Monday morning.

Integrations

Plays nicely with the tools you already use

Slack / Teams

Scheduled digests into channels you actually read.

Google Sheets

Pipe any dashboard to a live sheet for finance.

Looker / Power BI

Export to your warehouse if you already have one.

Gmail / Outlook

Weekly board pack delivered every Monday at 7 AM.

Webhooks

Metric thresholds trigger alerts anywhere you want.

CSV / PDF export

When your CFO still wants the file.

See the numbers your team actually needs.

We'll build your three favorite reports live in the demo — on your real data.