Reports built for the metrics service business owners actually use
Revenue, completed jobs, crew productivity, customer churn, AR aging. Read on the phone or the desktop, exported in one click to QuickBooks or your spreadsheet of choice.
The reports your business actually wants on a Monday morning
Most field service tools ship enterprise-style reporting that looks impressive in a demo and goes unused in real life. Simple Scheduler ships the six reports we have watched service business owners actually open every Monday: how much revenue did we make, how many visits did we complete, which crews ran productive days, which customers are slipping, what is sitting in AR, and what does the bookkeeper need for the quarterly close.
The dataset behind all six reports is the same calendar, customer, and payment graph the rest of the product runs on, so the numbers reconcile automatically. You will not see one revenue number on the dashboard and a different one in the invoice list. They are the same number.
Six reports that cover the operating week.
Each report is a starting point you can filter, save, and export. Most teams stick with the defaults.
Revenue
By service, by crew, by customer segment, by period. Compare this week to last week and this month to last month in one view.
Completed jobs
Counts, average price, average duration, by service and by crew. The operational truth behind the revenue number.
Crew productivity
Jobs per hour, utilization, on-time rate, completion rate. Compare crews side by side and spot the difference week over week.
Customer reports
Top customers, recurring revenue, churn, customers gained and lost. The numbers operators use for retention conversations.
AR aging
Outstanding balances bucketed by age. Drives the Friday collections call list and the autopay opt-in conversation.
Tax-ready summary
Revenue, sales tax collected, payments received, and refunds, ready for the quarterly handoff to the bookkeeper.
The default dashboard surfaces revenue, completed jobs, crew utilization, and the recurring revenue projection on one screen.
Custom reports without a SQL course
The custom report builder is filter-based, not formula-based. Pick a date range, a service type, a crew, a customer segment, and a frequency, then save the combination as a named report. The library remembers the filter set and refreshes the data every time the report is opened. Most operators end up with three or four custom reports they share with their bookkeeper and one or two they keep for themselves.
Every report exports to CSV. The export preserves the filter context, so the spreadsheet that lands in your inbox at 5 a.m. is the same spreadsheet your bookkeeper will be looking at on Monday morning. No reconciliation in the middle.
Per-crew breakdowns on everything
Every metric that makes sense per crew (revenue, jobs, hours, utilization, on-time rate, first-time fix rate, customer satisfaction) is reportable at the per-crew level as well as the company level. The per-crew view is essential for two reasons. It surfaces real productivity differences between crews so the office can act on the gap. And it gives the crew that just had a great month a clean number to celebrate in the next team meeting.
Frequently asked questions.
- Revenue (by service, by crew, by customer, by period), completed jobs (count, average price, average duration), crew productivity (jobs per hour, on-time rate, utilization), customer reports (top customers, churn, recurring revenue), AR aging, and a tax-ready summary report. Most teams use four or five of these on a weekly cadence.
Open Monday with the report library already filled in.
Start a Simple Scheduler workspace and watch the dashboard populate as your real calendar runs.