Sector · Services

Reporting for service companies

Your margin plays out in hours: the ones sold, the ones spent, and the gap between the two. Seeing it means bringing together scheduling, field entry and invoicing, three systems that often live apart.

Expert consultants: 11
Projects delivered since 2019: 100+
Of scoping workshop, free: 2 h
Saint-Priest, and the whole region: Lyon

Where the figures come from

The systems we connect in this sector

The scheduling tool

Scheduled jobs, rounds, technicians assigned, and slots kept or moved.

Field entry

Job reports, actual times, parts fitted and photographs, sent from a mobile application or from a paper sheet keyed in afterwards.

The ERP and invoicing

Contracts, subscriptions, purchase orders, invoices and credit notes, with the terms specific to each customer.

The CRM and support

Incoming requests, response times, complaints and contract renewals.

What you follow

The indicators these companies really watch

These are the ones we find from one project to the next. Your list will differ at the edges, and refining it is the work of the scoping workshop.

Profitability by engagement

Hours sold set against hours spent, parts included. This is the indicator that reveals the contracts to renegotiate, and it requires field entry to meet invoicing.

Utilisation rate

Billable hours over available hours, by technician and by week. Crossed with travel, it shows what the geography of your rounds costs.

Commitments kept

Response and resolution times compared with what the contract promises. The overruns almost always concentrate on a few customers and a few causes.

Recurring revenue and its movement

Live contracts, renewals coming up and departures, with the revenue each one represents. Twelve-month visibility is built there.

First-time fix rate

The share of jobs resolved without a return visit. It weighs on satisfaction as much as on cost, and it is steered by cause and by technician.

The job backlog

Pending requests set against the capacity of the coming weeks, to arbitrate priorities while the lead time is still bearable.

What calls for care

The points where these projects are decided

They come back almost every time in this sector. Knowing them in advance changes how the project is run, and the order in which things are done.

Frequently asked

What people ask us about this

Our technicians write on paper, is that usable?

Yes. Keying it in afterwards gives usable data, with a lag of a few days that simply has to be owned in the reports. Many of our clients take the project as the moment to add a mobile entry application, often in Power Apps: it is a natural next step, and it stays a separate decision.

Can profitability be followed while the job is running?

Yes, as soon as times and purchases are attached to the engagement. Progress is then calculated on committed costs, and the warning arrives while the margin is still recoverable rather than at invoicing time.

How long before a first activity dashboard?

Three to ten days when scheduling and invoicing live in the same system. Adding field entry and the rules specific to each type of contract moves the project towards several weeks, the time it takes to settle those rules with you.

Other sectors

We also work here

Let us talk about your case.

Eleven expert consultantsSaint-Priest, near Lyon, France

Two hours with a consultant to look at your sources, measure the volumes and spot the rules to settle. Free and without commitment.

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No commitment · in Saint-Priest, at your offices or over video