Reporting & Analytics

Turn data into decisions — in real time

Live dashboards, big-screen TV mode for your office and warehouse, technician leaderboards, commissions and spiffs, and intelligent efficiency scoring. Zoom from the whole company down to a single technician.

Reporting core

Robust reporting, built into every view

Real-time, interactive dashboards showing revenue, job volume, workload, and accounts receivable metrics. Rollups from account to location to tech. Exports for your accounting stack.

Live dashboards

Real-time, interactive dashboards showing revenue, job volume, workload, and accounts receivable.

Rollups

Account, location, and technician views — zoom from company-wide metrics down to individual performance.

Exports

CSV and XLSX with filters and date presets for integration with external reporting tools.

TV Dashboards

Put your business on the big screen

Purpose-built dashboards designed for large TVs in your office, warehouse, and break room. Dark and light themes, 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.

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. Configurable auto-refresh from 15 to 60 minutes. Location filtering for multi-branch. Set and forget.

No extra hardware, no extra cost. Open any dashboard URL on a smart TV or browser, pick your theme, set the refresh rate, and walk away. Every dashboard is included.
Commissions & Spiffs

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.

Efficiency Tracking

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.

Data-driven decisions.

Turn your operational data into actionable insights with comprehensive reporting, TV-ready dashboards, and smart efficiency analytics.

Run your business on a dashboard

Live metrics, TV-mode displays, commissions, and efficiency analytics — all in your plan.

Answers

Reporting & analytics FAQ

Yes. Purpose-built TV dashboards for Main, Dispatch, Warehouse, Finance, and Technician Leaderboards — full-screen, auto-refreshing, dark or light theme. No extra hardware required.

Yes. Pay percentage of revenue or fixed dollar amounts per job. Customize rates by technician, job type, or category, with commission caps to protect margins.

Dispatch Scout automatically tracks time spent on each job and appointment, compares actual to anticipated, and produces an efficiency score with detailed reporting.

Yes. CSV and XLSX exports with filters and date presets work with any external reporting tool. You retain full ownership of your data.

Yes. Rollups let you zoom from company-wide metrics down to location and technician views. TV dashboards support location filtering for multi-branch businesses.