Reporting is an important part of the field service business, and one that often service owners struggle with. Typical reporting software is cumbersome and time consuming to use, especially because most of the data is often in other areas of your business.
- You have to enter most of the data by hand.
- You have to figure out how to run analyses.
- You have to try to make the right graphs.
You're working with a program that plays a big role in your ability to correctly discuss your business, and you're doing so in a way that can be time consuming and difficult.
The ServiceCEO Reporting and Analysis Platform
Field service companies that need reporting completed will find that ServiceCEO has everything they need. ServiceCEO is a dispatch, scheduling, and CRM tool that combines marketing and sales data into one central location.
That means that all of your data is in one simple place. You don't have to find data from paperwork and different software, nor do you have to re-enter and import all of the data by hand. When you use ServiceCEO, it's all there.
You can then run all of the analysis you need, and generate reports on a variety of topics for your business, including:
- Profit and Loss Information
- Projected Revenue Reports
- Marketing Campaign Data
- Sales and Demographic Information and More
Unlike standalone reporting and analysis software, ServiceCEO is extremely user friendly, with numerous drag and drop and auto-reporting options. All it takes is a few clicks and suddenly you can generate a simple report for any meeting. You will use data that has already been entered into the program by your staff with no need to re-enter the data or type in any complex calculations.
ServiceCEO even lets you create these reports on the go using our custom web platform, so if you ever found yourself at a meeting away from the office and in desperate need of information, you can log in and have the report generate in less than a few minutes.
The ServiceCEO Difference
Every part of your business can be quantified in some type of report, since all of the data is already collected on ServiceCEO. Some of the most common reports include:
- Customer Reporting
- Marketing Reporting
- Accounts Receivable Reporting
With only a few clicks, all of your data can be exported to PDF or Excel formats for additional benefits, and the WYSIWYG custom reporting option means you don't even need to know how to work the code.
If you're interested in learning more about ServiceCEO and why it has become such a valuable tool for so many service companies just like yours, make sure you view our product demo today, and get to know the program that will quickly become the most important part of running your business.