Reports & Dashboards
Reports and dashboards
Business decisions aren't a gut call anymore. Get dozens of ready-made reports and a custom builder for the questions only you would ask, so you can make the big calls on numbers, not nerves.
Just ask
Ask AI, get the answer
What do you want to know? Ask Workiz questions like "which tech worked the most hours last month?" You'll get an answer in seconds, without needing to build a report.
Pre-made templates
Your daily questions are answered already
The things you always need to know - your revenue, which jobs are still open, which payments are late, how each tech is doing - are already made for you. Just open the report, the numbers are already there.
Custom reports
Get answers to the questions we haven’t thought of
When the report you need doesn't exist yet, build it without exporting data, touching Excel, or making pivot tables. Just pick your columns, filters, and groupings, and save it.
Dashboards
See your business on one screen.
Put the reports you care about in one place. Open them from your desk in the morning, or your phone between jobs, so you always know exactly where you stand.
Permission levels
Decide who sees the money.
Your crew needs to see their jobs, not what the business makes. Set who can open which reports, so revenue, margins, and payroll stay with you and the people you choose.
Smart tools for smarter workflows
Customize Workiz to grow your business. Schedule jobs, dispatch, invoice and get paid all in one place.
Answering & Dispatching
Your AI receptionist that answers calls, emails, and texts — and dispatches the right tech for the job.
Genius Marketing
Email, SMS, and reputation management in one place. Turn the client data you already have into your next batch of jobs.
Genius Phone
Calls, texts, and AI-powered insights — all from one place.
Scheduling
Smart scheduling and dispatching that keeps your team booked and your day running on time.
Invoicing
Professional invoices in a single click. Get paid faster, with less back and forth.
Automations
Automated responses to leads, jobs, estimates, and reviews — boosting productivity by 40%.
Frequently asked questions
Workiz’s Reporting provides real-time insights into every aspect of your service business. From job performance and team productivity to sales trends and marketing ROI, it consolidates your data into customizable dashboards. This empowers you to make informed decisions, identify growth opportunities, and streamline operations without the need for complex spreadsheets or external tools.
Workiz Reporting integrates seamlessly with your Workiz account, automatically collecting data from your daily operations – jobs, invoices, estimates, time sheets, and more.
You can access pre-built reports or create custom reports tailored to your specific needs, selecting fields like job types, technician performance, revenue streams, and more. The intuitive interface allows for easy filtering, saving, exporting, and sharing of reports, ensuring you and your team stay aligned and proactive.
Absolutely.
Workiz allows you to build and custom reports that focus in on the metrics that matter most to your business.
By providing visibility into key performance indicators, Workiz Reporting helps you identify top and bottom performing aspects of your business. From techs or dispatchers that could improve, to your top selling equipment or services… reports can reveal them all.
You can monitor metrics like job completion rates, average time per job, and customer satisfaction scores. This data-driven approach enables you to set clear goals, provide targeted feedback, and implement training programs that enhance overall team productivity.
Yes.
Workiz reports gives you visibility into the day-to-day operations of your field service business. You can track technician performance, review job completion rates, time on site, upsells, customer ratings, and more.
You’ll also see reports on dispatcher efficiency, job types, revenue by service line, payment collection trends, and scheduling bottlenecks.
These insights help you spot what’s working, what’s not, and where to focus for better team performance and smoother operations.
Yes.
With Workiz’s Ad & Source Tracking, you can measure the ROI of your marketing campaigns by analyzing which channels generate the most leads and conversions. This allows you to allocate your marketing budget more effectively, focusing on strategies that deliver the best results.
Yes.
Workiz provides robust expense reporting tools designed specifically for field service businesses.
With the Workiz Expense Card, every purchase made by your team is automatically logged into your expense report, capturing essential details like merchant name, amount, cardholder, location, time, and more. Expenses are automatically categorized, saving time and improving accuracy.
You can issue customized cards to each team member and set tailored budgets and spend controls by person, role, or job function.
You can easily attach receipts, link expenses to specific jobs, and add descriptions — all from your desktop or mobile device. This translates into fantastic reports that can be filtered by cardholder, merchant, category, and more, giving you a clear view of your, and your team’s spending habits.
Additionally, expenses sync with QuickBooks, streamlining your accounting processes. Workiz also offers spend insights, allowing you to monitor trends like top spenders, largest transactions, and monthly comparisons, helping you make informed financial decisions.