Reports

Track revenue, service performance, asset activity, and technician productivity.

Monthly Revenue

$184,250

+7.2%vs. $171,800 last month
Completed Work Orders

214

+12%vs. 191 last month
Avg Response Time

4.2 hrs

-18 minvs. 4.5 hrs last month
Renewed PM Contracts

3

$55,300contract value renewed

Revenue by Month

Last 6 months — total recognized revenue

+7.2% MoM

Work Orders by Type

Current period — all statuses

Technician Productivity

Jobs completed this period, by technician

SL
Sandra Liu
99%31 jobs
4.8
MW
Marcus Webb
96%28 jobs
4.9
PM
Priya Mehta
97%24 jobs
4.9
DH
Denise Harmon
98%22 jobs
4.8
JT
James Torres
88%19 jobs
4.6
TO
Tyler Oakes
91%17 jobs
4.7

Equipment Due by Month

Scheduled service and PM work orders due

Top Customers by Revenue

Current period — sorted by revenue

#CustomerRevenueContractsWOs
1
S
Summit Construction
$46,30027
2
A
Apex Fabricators
$42,10035
3
C
Clearfield Foods
$22,00014
4
R
Riverstone Logistics
$18,50013
5
M
Metro Warehousing
$14,80012
6
L
Lakefront Printing
00

Contract Renewal Pipeline

Upcoming renewals — sorted by renewal date

Clearfield FoodsAt Risk

Full Coverage · Renews Jun 2026

$22,000/yr
Apex FabricatorsHealthy

Full Coverage · Renews Aug 2026

$42,100/yr
Metro WarehousingHealthy

PM Plan · Renews Sep 2026

$14,800/yr
Riverstone LogisticsHealthy

PM Plan · Renews Dec 2026

$18,500/yr
Summit ConstructionUpgrade

Labor Only · Renews Jan 2027

$46,300/yr

Repeat Failure Alerts

Equipment repaired 3+ times for the same issue

3 alerts

Haas VF-2SS CNC Machine

Apex Fabricators

4x repairsIssue: Motor Overheating
Last: 2026-04-22

Heatcraft LCE060AGD Refrigeration

Clearfield Foods

3x repairsIssue: Pump Seal Failure
Last: 2026-04-10

Liebherr LTM 1050-3.1 Crane

Summit Construction

3x repairsIssue: Cable Tension
Last: 2026-04-25

Warranty Expiring Soon

Equipment with warranty expiring within 90 days

3 expiring

Cat 320 GC Excavator

Summit Construction

Expires 2026-05-15

15d

remaining

Ingersoll Rand UP6-15 Air Compressor

Apex Fabricators

Expires 2026-09-05

128d

remaining

Crown PTH50 Pallet Jack

Metro Warehousing

Expires 2026-08-22

114d

remaining

Saved Reports

Run, schedule, or duplicate pre-built report templates.

Executive Summary

Revenue, WOs, KPIs, and top risks for the current period.

Last run: Apr 30, 2026

Technician Scorecard

Jobs completed, ratings, utilization, and certification status.

Last run: Apr 28, 2026

PM Due Next 30 Days

All equipment with preventive maintenance due within 30 days.

Last run: Apr 30, 2026

Overdue Assets

Equipment past their scheduled service date with no completed WO.

Last run: Apr 29, 2026

Customer Equipment History

Full service log per customer — parts, labor, and costs.

Last run: Apr 25, 2026