Operations Reports Module

Why This Matters to Your Business 

The Reports section under the Operations module gives your team access to real-time insights into how jobs are scheduled, dispatched, completed, and billed — all in one place. Instead of relying on spreadsheets or chasing updates across different screens, this module empowers your back office to track trends, spot bottlenecks, and fine-tune operations with data-driven confidence.

Whether you're a dispatcher, operations manager, or business owner, the Reports module helps answer the most important operational questions:

• Are we fully utilizing our crews and trucks?

• Are jobs being completed on time?

• Which jobs haven’t been invoiced or paid?

• Are there any delays or inconsistencies in job completion?

.

---

.

Overview of the Reports Module

To access:

1. Go to Operations > Reports from the main left-hand menu.

2. You’ll see a collection of built-in reports, each focused on a specific part of the operations workflow.

Common report types include:

• Completed Jobs

• Un-invoiced Work Orders

• Crew Utilization

• Vehicle Utilization

• Unassigned Jobs

• Pending Confirmations

• Work Orders by Status

Each report can be filtered by:

• Date range

• Service type

• Location

• Crew or truck

• Work Order status

You can export reports to CSV/Excel or create saved views for fast access during recurring meetings or end-of-week reviews.

.

---

.

Key Reports and Their Business Benefits

1. Uninvoiced Work Orders 

Helps your billing team identify completed jobs that haven’t yet been invoiced.

• Prevents revenue leakage

• Speeds up collections

• Keeps your books clean and accurate

2. Completed Jobs Report ✅

Tracks all jobs marked as completed over a set period.

• Useful for tracking job volume

• Lets you audit if all Work Orders are being finalized properly

• Supports performance reviews for crews and contractors

3. Crew Utilization Report 👷‍♂️

Shows which employees were scheduled, for how many hours, and on which jobs.

• Identify overworked or underused team members

• Analyze crew deployment across services or locations

• Justify payroll hours vs. revenue generated

4. Vehicle Utilization Report 🚚

Displays how each truck in your fleet was used — by day, hours, and job type.

• Helps optimize fleet usage

• Detects trucks that are underused or overbooked

• Informs decisions on purchasing or retiring vehicles

5. Unassigned Jobs Report ❗

Pulls up any upcoming jobs that haven’t been assigned to a crew or truck.

• Prevents last-minute dispatch issues

• Ensures better job preparation

• Great for end-of-day or day-before reviews

6. Work Orders by Status 

Breaks down Work Orders across statuses: New, Scheduled, Confirmed, Completed, Cancelled.

• Provides a quick operational pulse

• Helps flag jobs that might be stuck or missed

• Can be filtered by location, date, or crew

.

---

.

Advantages of Using the Operations Reports Module

📍 Centralized Operational Visibility
Your entire team sees the same real-time data — no more version-control issues or manually updated spreadsheets.

📆 Improves Planning & Forecasting
Use trends in crew and truck utilization to anticipate busy seasons, manage capacity, and plan future hiring or equipment needs.

💬 Supports Accountability and Follow-Up
Un-invoiced, unassigned, or unconfirmed jobs can be tracked and followed up directly from reports — ensuring nothing falls through the cracks.

📈 Drives Strategic Decisions
Data from reports can influence route planning, hiring needs, fleet management, and even pricing strategy.

📤 Easy Export for Analysis
Reports can be downloaded and shared with stakeholders — great for performance reviews, management meetings, or bookkeeping handoffs.

🔁 Supports Daily, Weekly, Monthly Routines
Pair saved views with cadence-based reviews (morning dispatch checks, Friday wrap-ups, monthly business reviews) to make reporting a habit, not a chore.

.

---

.

Pro Tips for Getting the Most Out of Reports

• 📌 Create saved filters for “This Week’s Un-invoiced Jobs” or “Unassigned Work Orders” to use in daily dispatch routines.

• 🔄 Export your reports monthly to track job volume, hours worked, or revenue trends by crew.

• 🧠 Use reports to coach crew leads — e.g., if one team consistently finishes late or gets rescheduled often.

• 📋 Share Vehicle Utilization with your fleet manager to plan service schedules and reduce downtime.

.

---

.
For more help, email our team at [e-mail].