field management business reporting
Make data-driven decisions in your field service business
BUSINESS REPORTING SOFTWARE
Create actionable reports that help you improve your business processes and practices
Improve accountability
Discover insights from previous projects, identify opportunities and make smarter business decisions.
Gain meaningful insights through data visualisation
Recognise patterns, errors and trends to better understand your business and take action.
Increase revenue and lower margins
Empower teams to develop better strategies about where to spend their budget.
Customise your dashboard views
Run custom reports based on job number, job type, priority, status, customer, field supervisor and more.
CUSTOM REPORTING
Flexible business reporting to track your success
Business reports provide important details that can be used to develop future forecasts, guide budgets and improve decision-making. Customise your reports in WorkBuddy to see where your business is most profitable and running efficiently. In WorkBuddy you can run business reports on:
- Financial data such as profit and loss statements
- Operational data
- Project tracking
- Inventory management
- Job performance
custom dashboards
Transform your data into powerful dashboard reporting
Reporting dashboards help leverage data by generating analytical reports. Customise the WorkBuddy dashboard to include all the widgets and data you want to see. Track the performance of field workers, job and project progress, response times, productivity and billable hours. WorkBuddy includes:
- Multiple dashboards
- Customisable widgets and reports
- Control access with sharing permissions
- Dashboard sharing with relevant stakeholders
job reporting
Run detailed reports in real-time for better insights into jobs and the state of your business
Individual job reporting
Upon work completion, field workers can fill out field service report documents in WorkBuddy for service tasks, inspections, or site visits. This provides dispatchers and technicians with a summary and results of every service task. Individual job reports can include:
- Customer and technician information
- Inspections
- Individual job performance
- Work in progress (WIP)
- Work to be completed
- Electronic sign off by customer
Company-wide job reporting
Discover where you can expand your reporting capabilities by looking at the way your business tracks, analyses and acts on business data. With company job reporting you can monitor your business performance and be always be prepared for tax obligations.
custom job progress views
View job progress and manage jobs from anywhere
Keep communication open with field teams with customised job progress updates. View field technician activities such as:
- View jobs, notes, photos, files and work orders
- Perform workplace safety and compliance
- Apply SWMS control measures to jobs
- Raise defects, perform quality checks and approvals
OTHER BUSINESS INTELLIGENCE SOLUTIONS
Turn your data into an opportunity by synchronising WorkBuddy with Microsoft Power BI
BUSINESS INTELLIGENCE
Discover powerful insights by integrating WorkBuddy with Power BI
Syncing your data with Power BI will help your field service business better:
- Understand the current state of your business
- Track performance of your employees and contractors
- Identify new opportunities
- Tap into AI-generated business trends
By monitoring trends and adapting to varying market conditions, your business can improve decision making at all levels.
Book a free business reporting demo that will transform your business
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Book a free business reporting demo that will transform your business
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