Reports & Analytics
7 articles
Reviewing Time Sheets and Running Payroll Reports
In this article, you will learn how to review employee time sheets, verify audit trails, and inspect final financial payroll reports. Centralizing time sheets and payroll data helps management audit logged hours and verify total financial payouts with complete confidence. Managing and Auditing Time Sheets In order to review logged technician hours and verify payroll […]
Tracking Estimates and Tasks Reports
In this article, you will learn how to monitor your sales pipeline and track internal operational task completion using JobyDesk reports. Using the Estimates and Tasks reports together allows you to gain complete oversight of your field service operations. Tracking your estimates helps you evaluate win rates and manage pending quotes, while managing tasks ensures […]
Viewing Jobs and Job Statistics Reports
In this article, you will learn how to access and analyze the Jobs and Job Statistics reports to monitor performance and operational efficiency. As your operation grows, tracking job statuses, revenue, and overall team efficiency becomes essential for smooth daily operations. JobyDesk provides dedicated reporting dashboards to help you monitor revenue, identify field performance trends, […]
Viewing the Calls and Texts Report
In this article, you will learn how to access, navigate, and analyze the Calls and Texts report in JobyDesk. The Calls and Texts report serves as your ultimate dashboard for tracking total communication volume and maintaining team accountability. By evaluating inbound and outbound communication trends, you can monitor team responsiveness and ensure maximum efficiency across […]
Accessing and Analyzing Business Reports
In this article, you will learn how to access and analyze the Business Report Suite to gain real-time visibility into your business operations and make data-driven decisions. The Business Report Suite delivers essential operational and financial data, allowing field service leaders to monitor customer lead conversions, track marketing channel return on investment (ROI), oversee team […]
Analyzing Financial Reports
In this article, you will learn how to navigate and utilize the financial reports dashboard to monitor your business’s financial health. 1Understanding your financials is crucial for scaling your business and maintaining a healthy cash flow. The financial subgroup houses five distinct reports designed to give you complete operational visibility, allowing you to track billing, collections, […]
Viewing Inventory Reports
In this article, you will learn how to access and utilize the inventory reports group in JobyDesk. Physical inventory represents a massive portion of your operational capital. Tracking it accurately ensures you never delay a job due to missing parts while preventing you from overspending on dead stock. By using these reporting dashboards, you can transform your […]