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Join us as we discuss:
- The problem Reporting solves: No real-time visibility into how the business is performing, wasted time exporting data into spreadsheets just to see basic numbers, no easy way to see which tech or lead source is actually driving results, and generic dashboards that don’t reflect what actually matters to your business.
- Ready-made report templates: A library of 13 pre-built templates — including Jobs by Status, Sales by Technician, Estimate Conversion Rate, Total Sales/Sales Tax, Overdue/Unpaid Invoices, Sales by Lead Source, and Payment History/Commissions by Recipient — available to import into your account today from the Reporting Templates article.
- Live demo: Building a Raw Data report on Jobs from scratch — setting a date range, customizing columns/filters/groupings, using Quick Reports, saving the report as a widget, and adding it to the Pulse Dashboard.
- Best practices for Reporting success: Starting from a pre-built template instead of a blank report, using Quick Reports before building custom ones, saving any report you check regularly as a widget, building dashboards around how you actually work, grouping data the way you think about your business, and revisiting your dashboard as your business grows.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.