Real-time KPI dashboards & business intelligence
Field service business intelligence built right in — live KPI dashboards, big-screen TV data visualization for your office and warehouse, technician leaderboards, commissions and spiffs, and intelligent efficiency scoring. No data warehouse, no 15-minute sync lag: every number is current to the second. Zoom from the whole company down to a single technician.
KPI dashboards and BI, built into every view
Real-time, interactive KPI dashboards visualizing revenue, job volume, workload, and accounts receivable metrics — charts, trends, and rollups from account to location to tech. The business intelligence is woven into the product you already run on, so there's nothing to sync and nothing extra to buy. Exports for your accounting stack and any outside BI tool.
Real-time KPI dashboards
Interactive KPI dashboards visualizing revenue, job volume, workload, and accounts receivable — current to the second, with charts and trends you can read at a glance.
Rollups
Account, location, and technician views — zoom from company-wide metrics down to individual performance.
Exports
CSV and XLSX with filters and date presets. Every export carries a pipe-delimited Tags column (VIP | Recall | Gated) and a column-per-field custom field layout.
Tag-based filters
Filter any list by tag with Any / All match modes — stacked with status, date, and location. Save the combination as a one-click Saved View for instant recall.
Source-of-revenue cuts
With Auto-Tag Rules stamping every lead and invoice with its source, "what's our LSA revenue this month?" is two clicks — not a manual reconciliation.
Saved Views
"Open VIP invoices past due" or "Recall jobs in Sam's coverage area" — save the tag + status + date combo once, recall it forever.
Put your live KPIs on the big screen
Six purpose-built KPI dashboards designed for large TVs in your office, dispatch room, warehouse, and break room. Real-time data visualization with dark and light themes, hands-off auto-refresh, and zero interaction required.
Main Dashboard
Revenue today, this week, this month. Appointments in progress, outstanding invoices, top customers, and technician performance — the heartbeat of your business.
Dispatch Dashboard
Live technician status board, real-time GPS map, completion pace chart, unassigned alerts, no-shows, and the full job pipeline.
Schedule Dashboard
Today's calendar at a glance — hourly appointment load, live technician GPS and on-the-clock status, upcoming visits, and capacity by the hour.
Warehouse Dashboard
Inventory health score, active alerts, stock movement trends, low-stock items, incoming deliveries, and transfer status.
Finance Dashboard
Revenue collected, AR aging breakdown, MRR, top unpaid invoices, failed payment alerts, and recent payment activity.
Technician Leaderboard
Weekly rankings by revenue, jobs completed, upsell rates, membership sales, on-time arrival, and average ticket size.
Built for TV
Full-screen, no clutter. Dark and light themes. Live data the moment a screen loads, with hands-off auto-refresh you can tune from 15 to 60 minutes. Location filtering for multi-branch. Set and forget.
Your numbers, current to the second
Most business intelligence tools — Power BI, Tableau, Looker, Domo — pull your data into a separate warehouse on a schedule. By the time a chart renders, it's already 15 minutes to a full day behind what's happening in the field. Dispatch Scout reads straight from the live system your team works in, so there's no sync to wait on and no stale numbers to second-guess.
Zero ETL lag
No nightly sync, no 15-minute refresh window. When a tech marks a job complete or a payment clears, the KPI moves immediately — not on the next batch.
Live operational data
Dashboards query the same database that runs dispatch, billing, and inventory. The dispatch and schedule boards even stream technician GPS and status as it changes.
No separate BI bill
No data-warehouse fees, no per-seat analytics licenses, no consultant to wire it up. Real-time KPI dashboards and visualization are included in every plan.
Motivate your team with the right incentives
Flexible commission structures, spiffs, and comprehensive reporting to drive performance and retention.
Flexible structures
Pay percentage of revenue or fixed dollar amounts per job. Customize rates by technician, job type, or service category.
Caps & controls
Set max commission amounts per job to protect margins. Automatic calculations prevent overpayment while ensuring fair comp.
Spiffs & reporting
Performance incentives and bonuses. Track commission earnings, spiff payouts, and team performance with detailed reporting.
Monitor performance in real time
Intelligent efficiency scoring, automatic time tracking, and comprehensive analytics to help your team work smarter.
Real-time time tracking
Automatically track time spent on each job and appointment as technicians navigate their day. Arrival to completion, captured.
Efficiency scoring
Compare actual time spent against anticipated time to calculate efficiency scores. Identify top performers and improvement areas.
Comprehensive analytics
Detailed reports on technician performance, job efficiency trends, and productivity metrics to optimize your operations.
Turn your operational data into actionable insights with comprehensive reporting, TV-ready dashboards, and smart efficiency analytics.
Run your business on real-time KPI dashboards
Live BI visualization, TV-mode displays, commissions, and efficiency analytics — current to the second, all in your plan.