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Reporting & Analytics

Make data-driven decisions with powerful insights

50+

Pre-built reports

Real-time

Data updates

Unlimited

Custom reports

24/7

Dashboard access

ServiceSync reporting gives you real-time visibility into every aspect of your business. Track KPIs, measure technician performance, analyze profitability, and spot trends before they become problems.

Benefits

Why Teams Love This Feature

Real-Time Dashboards

See your business performance at a glance with customizable dashboards.

Technician Performance

Track individual productivity, efficiency, and customer satisfaction.

Financial Insights

Monitor revenue, profitability, and cash flow in real-time.

Custom Reports

Build custom reports and schedule automatic delivery.

Capabilities

Powerful Features Built for Field Service

Executive Dashboard

High-level view of your business health and key metrics.

  • Revenue and booking trends

  • Job completion rates

  • Customer satisfaction scores

  • Cash flow summary

  • Top performers

Feature Screenshot

Operational Reports

Detailed insights into daily operations and efficiency.

  • Job profitability analysis

  • Technician utilization

  • Route efficiency

  • First-time fix rates

  • Average ticket values

Feature Screenshot

Financial Reports

Complete financial visibility and forecasting.

  • Revenue by service type

  • Accounts receivable aging

  • Payment method breakdown

  • Margin analysis

  • Revenue forecasting

Feature Screenshot

Marketing Analytics

Track marketing ROI and customer acquisition.

  • Lead source tracking

  • Conversion rates

  • Customer acquisition cost

  • Review analytics

  • Referral tracking

Feature Screenshot

"I used to fly blind. Now I start every morning with my dashboard and know exactly how the business is doing. The technician performance reports helped us identify training opportunities and boost productivity 30%."

Jennifer Adams

CEO, Adams Mechanical

FAQ

Frequently Asked Questions

Can I create custom reports?

Yes! Our report builder lets you create custom reports with the metrics that matter to your business. Save them and schedule automatic delivery.

Can I export data?

All reports can be exported to Excel, CSV, or PDF. You can also access raw data via API for advanced analysis.

How often is data updated?

Most dashboards update in real-time. Some aggregated reports may have a few minutes delay. You always see the timestamp of the last update.

Can different team members see different reports?

Yes. Role-based permissions let you control who sees what. Technicians might see their own performance, managers see team metrics, and owners see everything.

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