Reports And Dashboards

Workiz’s Reporting provides real-time insights into every aspect of your service business. From job performance and team productivity to sales trends and marketing ROI, it consolidates your data into customizable dashboards. This empowers you to make informed decisions, identify growth opportunities, and streamline operations without the need for complex spreadsheets or external tools.

Workiz Reporting integrates seamlessly with your Workiz account, automatically collecting data from your daily operations – jobs, invoices, estimates, time sheets, and more.

You can access pre-built reports or create custom reports tailored to your specific needs, selecting fields like job types, technician performance, revenue streams, and more. The intuitive interface allows for easy filtering, saving, exporting, and sharing of reports, ensuring you and your team stay aligned and proactive.

Absolutely.

Workiz allows you to build and custom reports that focus in on the metrics that matter most to your business.

By providing visibility into key performance indicators, Workiz Reporting helps you identify top and bottom performing aspects of your business. From techs or dispatchers that could improve, to your top selling equipment or services… reports can reveal them all.

You can monitor metrics like job completion rates, average time per job, and customer satisfaction scores. This data-driven approach enables you to set clear goals, provide targeted feedback, and implement training programs that enhance overall team productivity.

Yes.

Workiz reports gives you visibility into the day-to-day operations of your field service business. You can track technician performance, review job completion rates, time on site, upsells, customer ratings, and more.

You’ll also see reports on dispatcher efficiency, job types, revenue by service line, payment collection trends, and scheduling bottlenecks.

These insights help you spot what’s working, what’s not, and where to focus for better team performance and smoother operations.

Yes.

With Workiz’s Ad & Source Tracking, you can measure the ROI of your marketing campaigns by analyzing which channels generate the most leads and conversions. This allows you to allocate your marketing budget more effectively, focusing on strategies that deliver the best results.

Yes.

Workiz provides robust expense reporting tools designed specifically for field service businesses.

With the Workiz Expense Card, every purchase made by your team is automatically logged into your expense report, capturing essential details like merchant name, amount, cardholder, location, time, and more. Expenses are automatically categorized, saving time and improving accuracy.

You can issue customized cards to each team member and set tailored budgets and spend controls by person, role, or job function.

You can easily attach receipts, link expenses to specific jobs, and add descriptions — all from your desktop or mobile device. This translates into fantastic reports that can be filtered by cardholder, merchant, category, and more, giving you a clear view of your, and your team’s spending habits.

Additionally, expenses sync with QuickBooks, streamlining your accounting processes. Workiz also offers spend insights, allowing you to monitor trends like top spenders, largest transactions, and monthly comparisons, helping you make informed financial decisions.