Trades and Field Service Reporting for Jobs, Techs, and Recovery

Because those reports answer questions inside one system, and the questions that matter usually cross systems. Job margin needs the job system plus accounting plus payroll; first-time fix needs job history plus parts usage. Most operators end up exporting from two or three places into a spreadsheet, and that spreadsheet is what this replaces.

Labour at true cost including on-costs, plus materials at invoiced cost, plus an allocation for travel and vehicle running, against the invoiced value. Whether overhead is allocated is a decision made before the build and then published on the dashboard so the number is consistent. For most trades businesses the travel allocation is the part that changes the picture most.

Usually yes, by deriving it from job history — a second visit to the same site for the same fault within a window. It is not perfect, and it improves markedly once technicians record a resolution status. Deriving it first is the right order, because it shows the size of the problem before anyone is asked to change what they do on site.

Often yes, and the Starter range exists for exactly that size. At five technicians the owner is usually the reporting system, and a single reliable view of job margin or unconverted quotes returns time immediately. What is not worth it at that scale is a full integration programme, which is why the sprint starts from exports.

Yes, with a caution we would raise before building it. Technician-level margin is heavily influenced by job allocation — whoever gets the difficult callbacks looks worse. Reporting it alongside job type and complexity keeps it fair and usually redirects the conversation to scheduling, which is where the improvement actually is.

One to two weeks for a single view built from existing exports. Three to six weeks for the full weekly pack covering margin, first-time fix, utilisation, and quotes.