Contract position
How much work has been delivered against the agreed installation value?
- Field Installation PSA
- Reports and analytics
Reports for the questions your team asks
Answer questions about installation delivery, budgets, milestones and collection.
Overview×
Field Installation PSA · Overview
Field Installation PSA dashboard
This quarter
Technician hours in view
6Total hours
60Submitted
6Work date in 14 days
2Installation engagements by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Proposed | 43 | ||
| Active | 31 | 72% | |
| On hold | 15 | 48% | |
| Completed | 10 | 67% |
Installation engagements by status
Sample counts per stage
Questions to answer
Hours against budget List
Which active engagements have used the most of their planned hours?
Technician utilization List
How do logged hours compare with each technician's weekly capacity?
Milestone billing
Which approved deliverables remain ready for invoice action?
Collection exceptions
Which milestone payments are overdue or disputed?
More reports
Installation margin by engagement List
Compare contract value, delivered amount, delivered cost and gross margin for each installation.
Contract consumption List
Show delivered amount and contract consumption for active engagements.
Work order review outcomes List
Group submitted and approved service lines with their review decisions and operation results.
Milestone billing position Grouped
Show milestones under each installation with invoiced payment amount and outstanding amount.
Payment exceptions List
Find overdue or disputed milestone payments by due date and amount.
Expenses by installation Grouped
Total travel and expense amounts under their linked installation engagements.
Set up Field Installation PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.