SkilledOS - Field Service Management Software
Business Intelligence

Your Accountant Sees Last Quarter. You See Right Now.

Business Intelligence in SkilledOS puts revenue trends, forecasted margin analysis, crew productivity metrics, lead conversion rates, and customer lifetime value on one dashboard - updated in real time.

Starting at $29.95/month • No credit card required

SCR-15

Business intelligence dashboard showing revenue trends, forecasted margin analysis, crew productivity, and lead conversion funnel.

How It Works

Real-time visibility into every number that matters.

1. Data Flows In Automatically

Every job, invoice, lead, and crew action feeds the BI engine in real time. No manual data entry or spreadsheet imports.

2. Dashboards Build Themselves

Pre-built dashboards for revenue, profitability, crew productivity, and marketing ROI - ready from day one.

3. Drill Into Any Metric

Click any number to drill down by technician, job type, date range, or customer segment. Find the story behind the data.

4. Export & Share

Export any dashboard or report as CSV or PDF. Share with your accountant, partner, or lender with one click.

Key Capabilities

Measure everything. Improve what matters.

Revenue and forecasted profitability dashboards
Crew productivity metrics (jobs per day, utilization, drive time)
Lead and marketing analytics (conversion rates, cost per lead, ROI by source)
Customer analytics (lifetime value, retention rate, service frequency)
Job performance tracking (average ticket, completion time, callback rate)
Exportable reports in CSV and PDF formats

How This Affects Your Profit

You cannot improve what you cannot measure. SkilledOS measures everything - revenue, forecasted margins, crew productivity, lead conversion, customer lifetime value - and puts it on one screen so you can make decisions based on data, not gut feeling.

Common Questions

What metrics does SkilledOS track?

SkilledOS tracks revenue, forecasted margins, crew utilization, jobs per technician, average ticket size, lead conversion rates, marketing ROI, customer lifetime value, retention rates, and callback rates. Every metric updates in real time as your team completes work.

Can I export reports?

Yes. Every dashboard and report can be exported as CSV or PDF. Schedule recurring exports to land in your inbox weekly or monthly, or generate a one-time report for your accountant or lender.

Do I need the Enterprise plan for analytics?

No. Every SkilledOS plan includes core business intelligence dashboards. The Professional plan adds advanced drill-downs and custom date ranges. Enterprise adds custom report builders, API access for external BI tools, and scheduled report delivery.

Your Next Job Is Already Costing You Money You Can't See.

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Free setup & data migration
Starting at $29.95/mo
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