Reporting & Analytics

Know what is working for your business.

Identifying the correct KPI can be tricky, and that is why SmartServ provides 25+ reports to help your business in choosing the perfect fit.

Hear Our Customer Speak!

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“I chose SmartServ because they offer 24-hour support, which not a lot of other programs offer. They are willing to work with you to make changes to the software according to your business needs.”

Neill McDonald
Owner at McDonald Electrical Services

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“The software is very user-friendly and compatible with every device, from web browser to mobile application. If any contractors are seeking dispatching software then I recommend SmartServ.”
Nisham Bohra,
E-Business Manager at Everest Drain and Plumbing
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“Absolutely recommend Smartserv to any other contractor looking for a good reliable dispatch system.”

Don Jones,
Owner at Controlled Hydronics, Colorado

Business Intelligence Reports

Monthly and Quarterly Business Reports

SmartServ field service reporting software makes sure to cover all bases with multiple data-driven reports. The exclusive reports such as Monthly Business Reports and Quarterly Business reports cover the revenue generation, best prospects, business performance, and so on to enhance your business decision-making.

Interactive Dashboard & Analytics

Let the numbers speak for your business

Now, getting into the root of your business is easy with field service reporting. SmartServ reporting software has an interactive KPI dashboard. The dashboard shows the revenue generated and missed by the company, monthly revenue trend, revenue by job type and location, memberships sold, tickets created, the technician leaderboard, and more.

Field service reporting at an instant

The other reports involve Accounting, Operations, and Productivity to track the health of the business on any given day. The users can manage the payroll, have detailed invoice analysis, identify taxable and non-taxable sales for tax zones, manage upcoming and expiring service agreements, track technician performance, and more.

On-demand & Business reports

Industries we serve

Companies need the right tools in the office. Give your CSRs and office managers the tool to quickly pull up service history when customers call.Easily identify which customers are up to date with their balances and who needs a reminder.

Real-time reports of business performance, team performance, revenue prospects, job completion, jobs due, lost revenue opportunities, and more can help your business understand what is working for you. It enables field service companies to prioritize action items, understand profitability, and grow their business in the right direction.


Yes, SmartServ is one field reporting software. It offers numerous reports to understand business performance, monthly and quarterly business reports to review each aspect of the field service business, and on-demand reports for additional assistance.

Yes. SmartServ field service management software allows users to download accounting, operations, and productivity reports with a click. SmartServ account managers also provide personalized monthly and quarterly reports to each business. These reports cover every aspect of business and encourage both revenue generation and savings.


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