Unlocking Business Insights: What Your Service Reports Are Telling You

As a business owner, you have to make dozens of decisions every day. But are you making them based on data or just a gut feeling? A powerful field service management platform does more than just organize your day-to-day; it collects valuable data that can help you steer your business toward greater profitability. The Reports section of an app like TradeCraft is your key to unlocking these insights.

Let's look at a few key reports and the questions they can help you answer.

Report 1: Top Services by Job Count

This report shows you which services you perform most frequently.

• What to look for: Are you primarily a repair shop or an installation business? Are you doing more maintenance calls than you thought?
• How to use it: This data should guide your marketing. If "Emergency Drain Cleaning" is your top service, focus your advertising on that keyword. If you want to do more "Water Heater Installations," but it's low on the list, you know you need to create a marketing campaign specifically for that service.

Report 2: Technician Leaderboard

This report shows you which technicians have completed the most jobs in a given period.

• What to look for: Who are your top performers? Is there a large gap between the top and bottom?
• How to use it: This isn't just for rewarding your stars. It's for identifying coaching opportunities. Perhaps a technician who is lower on the list needs more training or is being assigned less profitable, time-consuming jobs. It can also help you set realistic performance goals for the entire team.

Report 3: Revenue and Accounts Receivable

This gives you a snapshot of your financial health.

• What to look for: How much have you invoiced versus how much is still outstanding (accounts receivable)?
• How to use it: A high accounts receivable figure compared to your total revenue is a red flag for cash flow problems. It tells you that you need to be more aggressive with your collections process, perhaps by implementing online payments or automated reminders, both features available in TradeCraft.

Don't let valuable data go to waste. Regularly visiting your reports page can provide the clarity you need to stop guessing and start making strategic, data-driven decisions that will grow your business.