Reporting & Analytics
Data-driven decisions. Not guesswork.
Real-time dashboards, revenue tracking, job completion analytics, and team performance metrics, the insights you need to grow.
Reporting and analytics in Omni Field turns job, invoice and team data into dashboards a service business owner can act on. Built-in reports cover revenue, accounts receivable, job completion, technician performance and client history, a custom builder covers everything else, and every report exports to PDF or CSV.
Sound familiar? You're not alone.
No clear picture of business health, revenue, costs, or profitability
Revenue dashboards show income, outstanding invoices, and profitability trends at a glance.
Can't identify which services or technicians generate the most revenue
Breakdown reports by service type, technician, customer, and time period reveal your best performers.
No historical trends, can't spot seasonal patterns or growth
Trend analysis over weeks, months, and years helps you plan staffing and marketing.
Manual reporting takes hours and is always out of date
Auto-generated reports update in real time. Export to PDF or CSV with one click.
Business Overview Dashboard
A real-time snapshot of your entire business: active jobs, revenue, overdue invoices, team utilisation, and customer satisfaction.
- Key metrics at a glance
- Customisable date ranges
- Real-time updates
Revenue & Financial Reports
Track income, outstanding payments, and profitability. Break down revenue by service type, customer, technician, or time period.
- Revenue tracking
- Accounts receivable ageing
- Profitability analysis
Job Completion Analytics
Analyse job volumes, completion rates, average job duration, and first-time fix rates across your entire operation.
- Completion rates
- Average duration
- First-time fix rate
Team Performance Metrics
Compare technician performance on jobs completed, customer ratings, response times, and revenue generated.
- Individual scorecards
- Team comparisons
- Utilisation rates
Custom Report Builder
Build custom reports by combining any data points, including attendance, leave, and appliance data. Save templates for recurring reports and schedule automated delivery.
- Drag-and-drop builder
- Saved templates
- PDF & CSV export
Client Stats & Service History
See every client's job history, spend, and service frequency in one profile, so you know your best customers and can spot who's overdue for a follow-up.
- Per-client job history
- Spend & frequency stats
- Exportable client reports
Frequently asked questions
See your business clearly for the first time
Real-time dashboards and custom reports that turn your field service data into actionable insights.