The standard reports
For owners and managers
Open Reports and pick one. Every report has a period and filters at the top, and a short note explaining exactly what it counts.
Operations
Section titled “Operations”- SLA performance: how many jobs were attended and fixed on time, by trade, customer and priority, with the breaches listed.
- Jobs by stage & age: open jobs and how long they’ve been waiting.
- First-time fix & callbacks: jobs done in one visit, with no further work, no reopening and no callback within 30 days.
- Engineer performance: visits completed, time on site and travel, and how busy each engineer was.
- PPM compliance: planned maintenance done inside its window. See PPM compliance.
- Certificate expiry: certificates that have expired and those running out in the next 90 days. See Certificates.
Commercial
Section titled “Commercial”- Quote conversion: quotes sent, won and lost, and the win rate.
- Revenue: invoiced amounts by month, less credit notes, excluding VAT.
- Aged debtors: what’s owed, by how many days overdue.
- Unbilled work: finished jobs with work not yet invoiced.
- Job profitability: jobs completed in the period, revenue against cost, with loss-making jobs and margin by job type. See Job costing.
- Stock valuation: what’s held now in warehouses and vans, at average cost, by location, category and part.
- Stock usage: parts used on jobs in the period, less parts put back.
- Purchase spend: purchase orders sent in the period by supplier, and how much has arrived.
Commercial and stock reports only show for people whose role allows them.