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  1. Field Service Management
  2. Reports and analytics
Reference

Reports for the questions your team asks

Review accepted service outcomes, utilization, materials and reconciliation.

Overview
Field Service Management · Overview

Field Service Management dashboard

This quarter

Route stops in view
6
Total drive minutes from previous
285
Service call
2
Warehouse pickup
2

Service calls by status

How far records got this quarter

StageReachedStep
Created37
Scheduled2773%
Dispatched1867%
En route950%

Number of service calls by status

Sample counts per stage

600
30Created
20Scheduled
20Dispatched
60En route
40On site
Example screen with sample data

Decisions supported

Calls Completed Grouped

Count distinct completed calls by completion date, category, technician and location service area. Cancelled and rescheduled visits are separate outcomes.

First-Time-Fix Rate List

For completed calls whose 30-day observation window has elapsed, report the share without an explicit recall visit linked by original call; show immature cohorts separately.

On-Time Arrival List

Among arrived calls with a valid promised customer window, measure arrivals within that frozen window in the location time zone; show missing windows separately.

Tech Utilization Grouped

Closed billable labor hours divided by frozen daily availability, including days without calls. Later roster, leave or working-slot changes do not rewrite historical capacity; open clocks remain excluded and missing daily evidence is shown as incomplete.

Parts Usage & Truck Stock Grouped

Net posted parts consumption by part, technician and week, reconciled to stock movements and current truck balances including compensating reversals.

Revenue by Service Category Grouped

Acknowledged nonvoid AR invoice value excluding tax by service category and month; pending or unknown AR handoffs remain reconciliation exceptions.

Same-Day Payment Capture List

Among completed calls requiring collection, measure confirmed net captures covering the billed amount within 24 hours of completion; authorizations, unknown outcomes and refunds do not count as paid.

CSAT by Tech & Category Grouped

Average verified responses on the configured score scale by technician, category and response period, with response count and invitation coverage; missing responses are not zero scores.

Set up Field Service Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started

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