--- title: "Field Service Reporting Software & Dashboards | FieldCamp" url: "https://fieldcamp.ai/reporting-software/" date: "2026-07-10T00:00:00.000Z" modified: "2026-07-19T00:00:00.000Z" type: "WebPage" resource: "https://fieldcamp.ai/reporting-software/" timestamp: "2026-09-05T12:01:16.644Z" author: name: "FieldCamp Team" word_count: 1644 reading_time: "8 min read" summary: "Reporting & Analytics Field service reporting software you ask — instead of build. KPI dashboards for revenue, jobs, technicians, and conversion — plu…" description: "KPI dashboards for jobs, revenue, and technicians — plus ask-anything reporting in plain English. Get live answers without building a single report." language: "en" --- Reporting & Analytics # Field service reporting software you ask — _instead of build._ KPI dashboards for revenue, jobs, technicians, and conversion — plus a Command Center you can just ask. Built for HVAC, plumbing, cleaning, [pest control](https://fieldcamp.ai/pest-control-software/) — every trade that needs to know how the business is doing. [Book a 15-minute call](https://calendly.com/jeel-fieldcamp/30min)We configure the dashboards around your business. 4.8Capterra Trusted by HVAC, plumbing, and cleaning companies that run their reporting and analytics on FieldCamp — from a 10-tech shop to a multi-state franchise. HVACPlumbingCleaningPest ControlElectricalLandscaping 01 Field service KPI dashboard ## Every KPI that matters, on one board. _Revenue to wrench time._ Collected revenue, total jobs, revenue per technician, lead conversion — live, by day, week, month, or quarter. Click any metric to drill into [the jobs, invoices, and techs behind it](https://fieldcamp.ai/invoicing-software/), or [build your own boards](https://docs.fieldcamp.ai/analytics/custom-dashboards-and-boards) in the Playground. Ask: “how did April go?” Analytics · Overview · Last 6 months OverviewPlaygroundBoardsReports Collected Revenue $182.4K ↑ 12.4% vs prior Total Jobs 247 ↑ 8.1% vs prior Revenue per Technician $26.1K ↑ 4.0% vs prior Lead Conversion Rate 38.2% ↓ 1.6% vs prior Revenue Trends Collected revenue · grouped by month LineBarPieArea DecJanFebMarAprMay Sales Pipeline Funnel · 90-day window 45% paid Request Created 312 Estimate Sent 248 79% Estimate Approved 191 77% Job Created 176 92% Job Completed 158 90% Invoice Paid 141 89% 02 Conversational analytics ### Don’t build a report. _Ask a question._ Type _“how did April go?”_ or _“[which techs are over capacity](https://fieldcamp.ai/ai-dispatcher/)?”_ into the Command Center. You get a written answer, the KPI cards, and a smart data table — not an empty report builder. It runs on your live data, so the numbers are today’s. Export the table to CSV, or pin the answer to a board. Command Center Live data How did April go, broken down by job type? April brought in $182.4K across 247 jobs — up 12% on March. Maintenance was the biggest driver. Collected Revenue $182.4K ↑ 12% Total Jobs 247 ↑ 8 Avg Job Value $738 ↑ 3.4% 4 rowsExport CSV Job Type Jobs Revenue Maintenance 112 $71.3K └ Marcus R. 44 $28.9K └ Priya N. 39 $25.1K └ Daniel A. 29 $17.3K Repair 83 $58.9K Installation 34 $41.0K Inspection 18 $11.2K Total 247 $182.4K Pin to board 03 Automated field service reports ### The Monday numbers, in your inbox. _Before you open the laptop._ Set a board to send on a schedule — every Monday, the first of the month, the end of the quarter. The right people get [the revenue and job numbers by email](https://fieldcamp.ai/blog/field-service-reports/), on time, without anyone running them. PDF or a CSV they can drop into a spreadsheet. Schedule Report · Revenue board Board Monthly Revenue Format PDF + CSV Frequency DailyWeeklyMonthlyQuarterly Every week · on Monday at 7:00 AM SMTWTFS Send to OwnerOps Manageryou@shop.com Next send: Mon, Jun 1Schedule Report 04 Reporting & analytics tools ## Dashboards when you want them. _Answers when you don’t._ The board is always there. But when you just need a number, you ask — and the drill-down, breakdowns, exports, and scheduled reports work the same way underneath. Overview · This month Collected Revenue $182.4K ↑ 12.4% Total Jobs 247 ↑ 8 Dashboards & KPIs * ·Pre-built Overview board, ready on day one * ·Revenue, jobs, technicians, conversion * ·By day, week, month, or quarter * ·Build your own in the Playground — pick a metric, chart, group-by * ·Line, bar, stacked, pie, area, table * ·Pin any answer or chart to a board Command Center How was April? April brought $182.4K across 247 jobs — up 12% on March. Ask the Command Center * ·Plain-English questions, live answers * ·KPI cards + smart data table in reply * ·Runs on today's data, not last night's * ·Drill-down rows by tech, client, or city * ·Follow-up questions keep the context * ·No report builder to learn Sales Pipeline · Funnel Estimate Sent Approved Job Done Paid Drill-down & funnels * ·Click a metric to see what's behind it * ·Break down by tech, client, type, city, or state * ·Sales, estimate, job & client-lifecycle funnels * ·Expandable sub-rows in every table * ·Totals row on every report * ·Filter by team, status, or date range Scheduled · Weekly Revenue board → every Monday 7:00 AM PDFCSVEmail Share & export * ·Scheduled email reports — weekly, monthly * ·Export any table to CSV * ·PDF reports for owners and clients * ·Role-based access — techs see their own * ·Share a board with the whole team * ·Configured around your business 05 Why field service analytics ## Field service reporting that answers, not just displays. 01 ### The answer beats the report. Most owners don’t want a dashboard — they want to know if last month was good. [Ask the Command Center](https://fieldcamp.ai/ai-command-center/) and get the number in a sentence, with the table to back it up. No filters to configure. 02 ### One source of truth, not a spreadsheet export. Every number comes from [the same jobs, invoices, and timesheets that run your business](https://fieldcamp.ai/). Revenue, conversion, and wrench time always agree, because they’re the same data — not a copy someone pasted last week. 03 ### Drill down until it's a name. Revenue is down — but which tech, which client, which week? Click the metric, break it down, expand the row. Every number leads back to the jobs behind it, so you can actually do something about it. 06 The rest of the platform ## Reporting is one piece. _The rest fits the same way._ Every feature is configured around your business — and connected to the same data your reports run on. Take the whole platform, or just the part you need. [AI Command CenterAsk anything about your business in plain English→](https://fieldcamp.ai/field-service-crm)[AI DispatcherAuto-assign the week by skill, zone, and capacity→](https://fieldcamp.ai/ai-dispatcher)[InvoicingAuto-create on completion, recurring, synced→](https://fieldcamp.ai/invoicing-software)[Quotes & EstimatesGood/better/best, phased, e-signed→](https://fieldcamp.ai/quotes)[Job SchedulingOne-off, recurring, and multi-day on one board→](https://fieldcamp.ai/job-scheduling)[Work Order ManagementEvery work order, intake to paid→](https://fieldcamp.ai/work-order-management) 07 Field service reporting FAQ ## Field service reporting software — questions, answered. ### What is field service reporting software? Field service reporting software turns the work your team does — jobs, visits, invoices, estimates, and timesheets — into [KPI dashboards and reports you can act on](https://docs.fieldcamp.ai/analytics/analytics-overview). It tracks [metrics like revenue, jobs completed, revenue per technician](https://fieldcamp.ai/blog/field-service-metrics/), and lead conversion, broken down by day, week, month, or quarter. FieldCamp adds conversational reporting: instead of building a report, you ask the Command Center a plain-English question and get a live answer with a smart data table. ### What KPIs and metrics can I track? FieldCamp tracks around 80 metrics across financial (collected revenue, outstanding revenue, average invoice value, collection rate, revenue by payment status), jobs (total jobs, job completion rate, average job value), workforce (revenue per technician, jobs per technician, scheduled vs actual hours, utilization rate, travel time, mileage, labor cost, overtime), [CRM and pipeline](https://fieldcamp.ai/crm/) (new clients, lead conversion rate, clients by lead source for marketing ROI, requests by stage), estimates (approval rate, estimate-to-job rate, average days to approval), and [inventory (stock value, top-selling items)](https://fieldcamp.ai/inventory-management/). You can break any metric down by technician, client, job type, city, or state. ### How is 'asking the Command Center' different from a dashboard? A dashboard shows you charts you set up in advance. The Command Center answers questions you ask in the moment. Type something like "how did April go?" or "which techs are over capacity?" and you get a written answer plus the KPI cards and a smart data table — running on your live data. There's no report builder to configure, and you can ask follow-up questions that keep the context. ### Can I build my own reports and dashboards? Yes. The Playground is the self-serve builder: pick a metric, choose a chart type (line, bar, stacked bar, pie, area, or table), group it by day, week, month, or quarter, and break it down by team, client, status, type, or location. Save it as a chart and pin it to a board. Reports and dashboards are gated by role, so technicians can be limited to their own numbers while owners and managers see everything. ### Can I schedule reports to send automatically? Yes. You can set a board to send on a schedule — weekly, monthly, or at the end of a quarter — to the right people by email, as a PDF or CSV. The numbers arrive on time without anyone running them, so owners and managers get the Monday report before they open the laptop. ### Can I drill down into the numbers behind a metric? Yes. Click any metric to see the jobs, invoices, or technicians behind it. [Break it down by technician, client, job type, or city](https://docs.fieldcamp.ai/analytics/custom-views), and expand sub-rows inside any table. Every table has a Totals row and can be exported to CSV. ### Can I see conversion funnels? Yes. FieldCamp has built-in funnels that show where work converts or stalls: the Sales Pipeline funnel (request to [estimate sent, approved, job created](https://fieldcamp.ai/quotes/), completed, and invoice paid), Estimate Conversion, Job Execution, Visit Execution, and Client Lifecycle (lead to engaged, first job, repeat, and high-value). Each funnel uses a conversion window you choose and can be broken down by team, client, or city — so you can see exactly [which step is leaking and for whom](https://fieldcamp.ai/blog/field-service-optimization). ### Which trades use FieldCamp reporting? HVAC, plumbing, cleaning, pest control, electrical, [landscaping](https://fieldcamp.ai/landscaping-software/), solar installation, property management, and more. Any field service business that needs to know revenue, technician performance, and conversion benefits from dashboards plus ask-anything reporting — configured around the way your business works. ## Want reporting _built around your shop?_ Book a fifteen-minute call. We’ll map the numbers you actually watch and configure the dashboards, the scheduled reports, and the questions you can just ask. [Book a 15-minute call](https://calendly.com/jeel-fieldcamp/30min) No demo deck. Just your business and ours.