A field service dashboard built from verified job data
Most contractors find out they had a bad month about thirty days after it ended, when the bank balance says so. A busy month and a profitable one look identical from the van, and the difference between them is visible weeks earlier if anyone is looking. This is a revenue dashboard for contractors that shows profit, margin, what you are still owed and what an average job is worth — on one screen, from the jobs your crew closed today.
Core cards on the free Budding plan — 2 seats, 50 jobs a month, no card
Switching the date range recalculates every figure on the page, including both trend lines.
Which source records feed each widget
Nothing here is modelled, projected or smoothed. Every number on this field service dashboard traces back to an invoice your office sent or a cost your technician recorded, which is why you can act on it the same week instead of arguing with it at quarter end.
| Widget | Source records | Refresh |
|---|---|---|
| Total revenue, with paid amount and job count | Invoices marked paid or sent in the selected period | Reloads when you change the date range or refresh the page |
| Gross field profit and margin % | Revenue minus recorded labour and material cost per job | Same as above |
| Pending amount and tax collected | Invoices sent but not yet paid, and tax recorded on them | Same as above |
| Average ticket size, split by labour and materials | Total invoiced amount divided by job count for the period | Same as above |
| Warranty claims cost (Pro only) | Labour and material cost absorbed by jobs marked as warranty work | Same as above |
Five cards, one date range, and no data entry beyond the work your team already does to close a job. If your crew invoices in Opsler, the reporting has already happened.
Revenue, invoices and payment-status views
The headline revenue card shows the total for your period next to how much of it has actually been paid rather than merely invoiced. Those two numbers drifting apart is a collections problem wearing a good month as a disguise, and it is the single most useful thing on the screen. Pending amount sits beside it with the tax you have collected — two figures owners usually rebuild by hand on a Sunday before a quarterly deadline.
Gross field profit is revenue minus the direct labour and part cost recorded against each job, with the margin percentage next to it. That is the number that tells you whether last month was worth having, and it is the one most small contractors have never been able to see without an accountant and a fortnight.
Estimate and job-volume views
Average ticket size shows what a job is worth on average for the period, split into labour and materials — so when the average falls you can see straight away whether you are discounting your time or your parts. They are different problems with different fixes, and a single blended figure hides both.
For Good-Better-Best estimates, a tier popularity chart shows how many customers chose each tier, what share of the total that is, and the revenue each tier produced. It is the fastest way to find out whether your middle option is doing the job you designed it to do, or whether it is priced so close to the top tier that nobody bothers with it. Close rate lives on the estimates analytics view rather than being duplicated here.
Time, technician and operational views
Beside the money sits the operating picture: which invoices are overdue and who to ring, which parts are running low before a technician finds out on a customer’s drive, and where each person on the team currently stands. The overdue list is a list you work, in the order you choose — you decide who gets the call, which for a small contractor with fifteen customers who all know each other is the only sensible way to do it.
On Pro, a technician efficiency table adds jobs completed, total hours, average hours per job, revenue and revenue per hour for each person. That last column is the field service analytics number worth having: it tells you which of your people is quietly carrying the month, and which route is eating an hour a day in windscreen time.
Date, status and team filters
Three months, six months, twelve months, or a custom range where you set both dates yourself — four options, and every card and chart follows whichever one you pick. Invoices filter by status as well, so paid, sent and overdue are a click apart rather than a spreadsheet apart. Reporting covers the whole account as one business; if you run genuinely separate trading lines you will want them in separate accounts.
Refresh timing and correction behaviour
Open the page and it reads the invoice and job records your team wrote this morning. There is no overnight batch, no month-end close and no bookkeeper in the loop between the work happening and you being able to see it — which is the whole point of running the numbers off the operational record rather than off the accounts.
One habit worth keeping: reload before you trust a figure for a decision that matters. A tab left open since this morning shows this morning’s data until you refresh it or change the date range.
Roles, exports and data visibility
Revenue is admin-only, and that is enforced rather than configured. Office staff and field technicians cannot open this screen at all, so there is no permission toggle sitting somewhere waiting to be set wrong on the day you add a seat in a hurry. Owners who want profit visible to themselves and to nobody else usually stop reading here.
The selected period exports to CSV or XLSX — field service reports your accountant can open without a conversation, or a spreadsheet you can cut your own way. Individual invoices download as PDF from the invoices screen, which is a different output for a different purpose.
Where the dashboard stops and your accountant starts
This is an operating dashboard, and keeping that line clean is exactly why its numbers can be trusted. Gross field profit is revenue minus direct labour and part cost; overhead, vehicle costs, insurance and payroll burden are your accountant’s half of the job. What you get here is the half your accountant cannot give you until long after it would have been useful — which jobs made money, this week, while you can still do something about next week. See the field service KPI guide for the formulas and definitions behind each figure.
What field service reporting costs here
Nothing, to start. The core cards — revenue, gross field profit and margin, pending amount and tax, average ticket size — are on the free Budding plan alongside 2 seats and 50 jobs a month. Reporting is not the thing you upgrade for, because a two-person business needs to know whether it is making money at least as badly as a twenty-person one does.
Pro adds the technician efficiency table and the warranty cost card at $25 per seat per month, with no seat minimum and a 14-day trial that does not ask for a card. There is no analytics tier, no reporting add-on and no tier above the one you are on — five seats is $125 a month and you can work that out without booking a call.
Field service dashboard questions
A single screen answering "how is the business doing right now" from the jobs and invoices your team is already recording, rather than from a spreadsheet someone maintains by hand. Opsler's shows total revenue, gross field profit and margin, the amount still awaiting payment, average ticket size split into labour and materials, and — on Pro — what your warranty claims are costing you.
It queries current data whenever you load the page or change the date range — there's no overnight batch and no waiting on month-end close. It is not a live-pushing feed, though: if you edit an invoice on another screen while the dashboard is open in a browser tab, that tab won't update itself until you refresh or change the filter. Reload before you trust a number for an important decision, the same way you would refresh any report before presenting it.
No, and the clear line is what makes the numbers on it usable. Gross field profit is revenue minus direct labour and part cost — overhead, vehicle costs, insurance and payroll burden are your accountant's territory, and this dashboard doesn't model them. What you get is an honest operating picture of the work itself, exportable in a format your accountant already opens.
Only the account admin. Office staff and field technicians cannot open the revenue screen at all, and there is no permission toggle that could be set wrong and expose company margin to somebody on a van. For an owner who wants profit visible without it being visible to everyone, that hard boundary is usually the deciding detail.
The core cards are on the free Budding plan, alongside 2 seats and 50 jobs a month — you can watch revenue, profit, pending payment and average ticket without paying anything. The technician efficiency table and the warranty cost card are Pro, at $25 per seat per month with no seat minimum and a 14-day trial that does not ask for a card.
Ready to Run Your Business Without the Chaos?
Scheduling, dispatch, estimates, invoicing, customer portal, and a free branded website — start completely free, upgrade to Pro when you scale.
Free forever on the Budding plan. No credit card required.