Field Service Dashboard & KPI Reporting

Okappy dashboard

Key information and KPIs at a glance

Our Dashboard KPI Reporting Software enables you to see your KPIs at a glance including jobs done, invoices raised and the split between job type, employee and subcontractor. Keep on top of your business with a minimum of effort.

Use the figures to decide what needs attention

For example, review jobs completed and invoices raised for the same period, then compare the split by job type, employee or subcontractor. These measures answer different questions: completed jobs show work delivered, while invoices raised show billing activity. Check the underlying records before treating a difference as an invoicing delay.

The existing dashboard example shows the information available at a glance. Choose a reporting period and drill into the relevant records to understand the detail.

Connect the figures to your job workflow and invoicing process.

Detailed metrics

Drill down to see different periods, cut the data in different ways and generate reports seamlessly for further analysis.

Detailed metrics
Latest activity

View the latest activity

See what’s happening in real time. See what jobs have been added and which invoices have been raised. The dashboard is a central place to see a birds eye view of what is happening as it happens.

Sync with your favourite spreadsheet

Use your job and invoice data in Google Sheets or Microsoft Excel for further analysis. Discuss the spreadsheet connection and reports you need in a demo so you can check the setup against your workflow.

Advanced dashboards

See your field-service reports in a demo

Talk to our success team and tell us what’s holding you back with your workforce management.
Demos take 30 minutes or less.


Field Service Dashboard & KPI Reporting

Okappy dashboard

Key information and KPIs at a glance

Use our management dashboard to see KPIs at a glance including jobs done, invoices raised and the split between job type, employee and subcontractor. Keep on top of your business with a minimum of effort.

Use the figures to decide what needs attention

For example, review jobs completed and invoices raised for the same period, then compare the split by job type, employee or subcontractor. These measures answer different questions: completed jobs show work delivered, while invoices raised show billing activity. Check the underlying records before treating a difference as an invoicing delay.

The existing dashboard example shows the information available at a glance. Choose a reporting period and drill into the relevant records to understand the detail.

Connect the figures to your job workflow and invoicing process.

Detailed metrics

Detailed metrics

Drill down to see different periods, cut the data in different ways and generate reports seamlessly for further analysis.

Latest activity

View the latest activity

See what’s happening in real time. See what jobs have been added and which invoices have been raised. The dashboard is a central place to see a birds eye view of what is happening as it happens.

Advanced dashboards

Sync with your favourite spreadsheet

Use your job and invoice data in Google Sheets or Microsoft Excel for further analysis. Discuss the spreadsheet connection and reports you need in a demo so you can check the setup against your workflow.

Get started with Okappy today

ios android