Reports and analytics

Review accepted service outcomes, utilization, materials and reconciliation.

Calls Completed

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

Service contracts and follow-up · View preview

First-Time-Fix Rate

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

Service contracts and follow-up · View preview

On-Time Arrival

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

Routes and mobile work · View preview

Tech Utilization

Closed billable labor hours divided by the matching immutable TechnicianAvailabilityDays basis, including days without calls. Later slot, leave or employment edits do not change an earlier denominator. Expand actual crew labor per member without double counting; exclude open clocks and show missing basis as incomplete, not zero.

Dispatch and scheduling · View preview

Parts Usage & Truck Stock

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

Parts and truck stock · View preview

Revenue by Service Category

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

Billing and payments · View preview

Same-Day Payment Capture

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.

Billing and payments · View preview

CSAT by Tech & Category

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.

Decisions supported

Use the report population and confirmation state when interpreting results. Operational previews show the records behind a question; they do not reproduce the complete aggregate.

Calls Completed

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

Explore Service contracts and follow-up

Recurring Contracts Due SoonServiceContractItems
next 14 daysServiceContract.Status = Active
Service ContractService CategoryService LocationNext Due DateVisits Per Year
SC-66522SC-6289SL-12027 Sep70
SC-38979SC-7812SL-15019 Sep250
SC-34772SC-4178SL-13028 Sep550
SC-86721SC-7094SL-11025 Sep50
SC-88974SC-9739SL-11024 Sep210
SC-22706SC-3593SL-11026 Sep20

First-Time-Fix Rate

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

Explore Service contracts and follow-up

Recurring Contracts Due SoonServiceContractItems
next 14 daysServiceContract.Status = Active
Service ContractService CategoryService LocationNext Due DateVisits Per Year
SC-66522SC-6289SL-12027 Sep70
SC-38979SC-7812SL-15019 Sep250
SC-34772SC-4178SL-13028 Sep550
SC-86721SC-7094SL-11025 Sep50
SC-88974SC-9739SL-11024 Sep210
SC-22706SC-3593SL-11026 Sep20

On-Time Arrival

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

Explore Routes and mobile work

My Route TodayRouteStops
YouRoute.RouteDate = today
  1. RS-88097SC-8867115 Sep → 19 SepServiceCall
  2. RS-84365SC-5877721 Sep → 30 SepWarehousePickup
  3. RS-79297SC-6004315 Sep → 23 SepLunch
  4. RS-40249SC-8077306 Sep → 10 SepEndOfDay
  5. RS-23564SC-5896512 Sep → 14 SepServiceCall

Tech Utilization

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.

Explore Dispatch and scheduling

Today's ScheduleServiceCalls
StatusScheduledDispatchedEnRouteOnSitenext 1 days
EM SC-95597, 17 Sep to 26 Sep, Scheduled KF SC-67362, 15 Sep to 23 Sep, Dispatched DY SC-63396, 17 Sep to 24 Sep, EnRoute HW SC-99431, 18 Sep to 21 Sep, OnSite NZ SC-94421, 18 Sep to 22 Sep, Scheduled TA SC-90601, 16 Sep to 20 Sep, Dispatched SC-95597SC-67362SC-63396SC-99431SC-94421SC-90601 today · 17 Sep
  • EM: SC-95597, 17 Sep to 26 Sep, Scheduled
  • KF: SC-67362, 15 Sep to 23 Sep, Dispatched
  • DY: SC-63396, 17 Sep to 24 Sep, EnRoute
  • HW: SC-99431, 18 Sep to 21 Sep, OnSite
  • NZ: SC-94421, 18 Sep to 22 Sep, Scheduled
  • TA: SC-90601, 16 Sep to 20 Sep, Dispatched

Parts Usage & Truck Stock

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

Explore Parts and truck stock

Low Truck StockTruckStock
BelowMinimum = true
TechnicianPartQuantityLast Replenished AtBelow Minimum
DKPRT-496118023 Sep20
XCPRT-344772022 Sep840
LVPRT-112989016 Sep500
NJPRT-930977005 Sep770
AGPRT-629696024 Sep940
RHPRT-535431010 Sep490

Revenue by Service Category

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

Explore Billing and payments

Invoices Pending AR SyncInvoices
SyncStatusPendingFailedUnknown
Invoice NumberService CallCustomerInvoice DateTotal AmountSync Status
INV-89490SC-16108CUS-17603 Sep5,026.16Pending
INV-97424SC-46492CUS-17512 Sep43,449.34Failed
INV-10963SC-49001CUS-15712 Sep19,314.10Unknown
INV-83571SC-17955CUS-20604 Sep25,911.09Pending
INV-42234SC-21721CUS-20304 Sep34,196.53Failed
INV-30899SC-55510CUS-01513 Sep25,973.93Unknown

Same-Day Payment Capture

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.

Explore Billing and payments

Invoices Pending AR SyncInvoices
SyncStatusPendingFailedUnknown
Invoice NumberService CallCustomerInvoice DateTotal AmountSync Status
INV-89490SC-16108CUS-17603 Sep5,026.16Pending
INV-97424SC-46492CUS-17512 Sep43,449.34Failed
INV-10963SC-49001CUS-15712 Sep19,314.10Unknown
INV-83571SC-17955CUS-20604 Sep25,911.09Pending
INV-42234SC-21721CUS-20304 Sep34,196.53Failed
INV-30899SC-55510CUS-01513 Sep25,973.93Unknown

CSAT by Tech & Category

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.

Completed CallsServiceCalls
Completed
Call NumberService CategoryAssigned TechnicianService LocationArrived AtCompleted At
SC-24444SC-8932HMSL-15006 Sep09 Sep
SC-50069SC-7452SSSL-13018 Sep17 Sep
SC-56364SC-1550DHSL-14014 Sep17 Sep
SC-11489SC-7561BBSL-11015 Sep17 Sep
SC-54201SC-4447ARSL-11029 Sep17 Sep
SC-15486SC-1108SMSL-11019 Sep17 Sep
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