AI & Analytics · Reports & Insights

Know which jobs make money before the month closes

Reports & Insights turns every job, invoice, and technician hour already in the system into revenue breakdowns, gross-margin reports and performance KPIs — no exporting to a spreadsheet to find out what's actually going on.

Revenue and margin broken down by job, service and technician
Numbers pulled live from real jobs, not a manual export
Build a custom report once and schedule it to arrive automatically

Get started Book a demo

This month · at a glance

Revenue

$184,200

Gross margin

41%

Jobs completed

312

Revenue

Gross margin

Jobs completed

Avg. ticket

Live numbers, not last quarter's spreadsheet

Source

Live job and invoice data

Depth

Down to the individual job

Delivery

On screen or scheduled export

The problem

The numbers exist, but nobody can get to them in time

Revenue is somewhere in the invoicing tool, labor cost is in payroll, and margin lives in whoever's head does the math at month-end. By the time you see a trend, it already cost you a quarter.

Job profitability is a guess

Nobody actually knows if the average furnace job clears more than the average tune-up, because materials, labor and time aren't tied together anywhere.

Underpriced work keeps getting booked

Reports mean an export and a spreadsheet

Getting a real answer means someone pulling raw data and building a pivot table by hand, every single time.

Hours spent on numbers that should already exist

Technician performance is anecdotal

You have a feeling about who's fast and who's not, but no side-by-side numbers on jobs closed, revenue generated or callback rates.

Coaching decisions made on gut feel

Margin visibility

See which jobs and services actually pay

Every completed job already carries its labor, materials and price. Gross-margin reporting rolls that up by service type, technician or time period so you can see what's actually profitable, not just what's busy.

Margin calculated from real job costs, not estimates
Break down by service type, tech or time window
Spot underpriced work before it becomes a pattern

Gross margin by service

Furnace repair

48%

Duct cleaning

36%

Maintenance plans

61%

Furnace repair

Duct cleaning

Maintenance plans

Emergency calls

Custom reporting

Build the report you need, then let it deliver itself

Pick the fields, filters and grouping that matter to your business and save it as a report. Schedule it to land in an inbox weekly as a CSV or PDF instead of pulling it manually every time.

Custom filters across jobs, customers, invoices and technicians
Scheduled CSV or PDF delivery on your own cadence
Templates for common views: revenue, margin, customer trends

Weekly ops report

Draft

Revenue vs. last week+$6,140

Jobs completed78

Overdue invoices$3,220

New leads22

Delivered every Monday, 7amPDF + CSV

Approved on site

Included

What you get out of the box

Revenue reports

Track income by period, service type and technician in one view.

Job gross margin

See true profitability per job once labor and materials are counted.

Technician performance

Compare productivity, revenue generated and job quality across the team.

Customer analytics

Understand repeat rate, lifetime value and where your best customers come from.

Custom report builder

Choose your own fields and filters to build the exact report you need.

Scheduled exports

Automatic CSV or PDF delivery to an inbox on a recurring schedule.

Live dashboards

Key numbers on screen, refreshed as new jobs and invoices come in.

Role-based access

Control which numbers each role can see, from techs to owners.

How it works

Live in an afternoon, not a quarter

Step 1

Pick a view

Start from a built-in report — revenue, margin, technician, customer — or a blank canvas.

Step 2

Set filters

Narrow by date range, service type, location or team member.

Step 3

Read it live

Numbers reflect real jobs and invoices as they happen, not a stale export.

Step 4

Schedule delivery

Save the report and have it emailed on a recurring cadence if you want it hands-off.

Who it is for

Built for the people doing the work

Owners

See revenue, margin and trends without waiting for someone to build a spreadsheet.

Office managers

Track overdue invoices and lead volume without pulling numbers by hand every week.

Operations leads

Compare technician performance side by side to guide coaching and staffing.

Connected

Part of the same platform, not a bolt-on

Reports & Insights shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.

Invoicing & Billing

Revenue and payment data flow straight into every financial report.

Pay Desk

Labor cost feeds job margin reporting automatically.

Expense Management

Job-level expenses factor directly into true profitability numbers.

Team & Roles

Technician performance reporting draws on the same role and job records.

Pricing

Included in your FieldOptimiz plan

Reporting is part of the platform and scales with your plan; there's no separate business-intelligence tool to license on top.

Free

No monthly fee

Quote, invoice and get paid.

Start free

Core

$99

/month

Everything a field service business runs on.

Choose Core

Questions teams ask first

Read the guide in the Help Centre

Stop closing the month with a guess

Turn the jobs, invoices and hours you already track into numbers you can act on the same day.

Start free Book a demo