Unlock Data‑Driven Insights with Field Service Reporting
Transform Your Business with Data-Driven Insights
Know exactly how your business is performing with data-driven insights from Simpro’s comprehensive field service reporting software. With over 70 reports and the option to receive automated insights directly to your inbox, Simpro helps you make informed decisions to take your business to the next level.
Centralized Business Data to
Help Focus on What Matters
Pre-Built Reports with Actionable Insights
Gain valuable insights across your business with Simpro's extensive library of 70+ reports. Track field service analytics such as project progression, job activity, and staff performance using data collected from everyday operations. Standard reports, including job productivity, sales invoices, and cost to complete, provide a clear view of your business performance and help you identify trends as they happen.
Scheduled and Automated Reports
Never miss critical updates, with scheduled reports sent directly to your inbox daily, weekly, or monthly. Comprehensive reports ensure you have the latest data to make strategic decisions at the right time, helping you increase operational efficiency and stay proactive.
Cash Flow and Accounting
Simpro covers cash flow and profit reporting to ensure maximum financial visibility. Easily track paid and unpaid invoices and generate reports that highlight overdue payments, sortable by the number of days overdue. Simpro’s payments reporting feature can even show you the method of payment linked to each invoice number, providing clear insights into customer payment behaviors while ensuring your business maintains a healthy financial position.
Workforce and Project Management
Optimize your team, job, and project outcomes with dedicated workforce and project management reports. Measure job and labor productivity, track field staff activity, monitor contractor licensing, and track individual job costings to ensure every job is meeting profitability goals. Keep your projects on track with reports that provide snapshots of work in progress, budgets, cost to complete, and job summaries, ensuring timely and cost-effective delivery.
Inventory and Financial Management
Stay on top of your financial performance and inventory with Simpro’s specialized reports. Monitor stock levels, manage inventory locations, and ensure proper accounting of equipment and materials used on the job. Financial reports, including Profit and Loss, help you understand the margins you’re making on jobs, enabling your business to capitalize on the right opportunities.
Enhanced Customer Service
Improve customer service with reports that track job response times, customer records, and interactions. Identify your most profitable customers, track average response times, and ensure the best possible service experience with data that keeps you connected to your customers' needs.
Need to build professional reports that provide the right data?
Simpro’s Professional Services team can help.
Learn More
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The comprehensive reporting and data analytics capabilities of Simpro have provided us with valuable insights into our operations. This has enabled us to make more informed decisions, driving strategic growth and operational efficiency.
Shariff Tbealeh, Systems and Business Process Manager
Freedom Fibre
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Simpro reporting is also excellent. It gives real clarity over how the business is performing and where pinch points are. The reports are easy to generate and accurate, meaning we can make good decisions based on them.
Gareth Cowan, Co-owner
Progressive Engineering Southland
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We spend less time on generating reports, freeing up valuable hours for higher-priority tasks.
Liam Hesp, Director
BUCO Building and Construction
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Reporting has been really key for us as we’ve grown. It’s that reassurance to pull the data and say, ‘Here’s how many times we had to rebook that type of job, and here’s how much that cost us. Let’s start saying ‘No’ to those jobs.’
Becca Cranfield, Director
Athena Stonecare
Frequently Asked Questions
Simpro reporting provides valuable insights across key areas for all field service businesses, including customers, staff, jobs, sales, stock, and finances. Additionally, industries like HVAC and electrical may benefit from Simpro’s asset reporting, while plumbing businesses will find value in inspection reports.
Yes. You can schedule Simpro reports so that you and your team automatically receive certain reports at specified intervals, direct to your email.
No, Simpro BI Reporting is included with your Simpro Premium subscription. However, if you’d like our Professional Services team to create custom reports or dashboards for your business, additional costs will apply.
In Simpro Premium, we’ve streamlined your access to the most commonly used reports by compiling them into a single, easy-to-navigate page. These include essential reports like Job Productivity, Job WIP, Stock Value, Profit and Loss by Job, Job Activity, Price Discrepancies, Stock Required, and Aged Receivables—just to name a few. And that’s only the beginning, with plenty more reports available to suit your needs!
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so let’s get to work
