Report library.

Callback rate is the percentage of completed jobs that generate a return visit for the same issue within a defined window.

The safety incidents report logs and tracks workplace safety events — injuries, near-misses, vehicle incidents, and equipment-related hazards — across technicians, branches, and job types, so an operations team can see incident trends before they become a pattern.

A technician scorecard is a per-tech performance report combining utilization, first-time fix rate, callback rate, and on-time arrival into one view — the operational metrics that determine whether a tech is productive, reliable, and getting the job done right the first time.

Equipment service history is the complete service record for a single piece of installed equipment — every work order, PM visit, repair, and part replaced across its life — tied to that asset rather than scattered across separate customer invoices.

AR aging groups a contractor's unpaid invoices into buckets — current, 1–30, 31–60, 61–90, 90+ days past due — so you can see exactly how much money is owed and how overdue it is.

The refrigerant compliance report tracks EPA Section 608-relevant refrigerant handling per job — type and quantity of refrigerant added or recovered, technician certification on file, and leak-rate flags per piece of equipment — so a contractor can demonstrate compliant handling across every service visit.

The quotes & pipeline report tracks quoted work from quote creation through customer decision — open quote value, win rate, average time to close, and pipeline by stage — so sales and operations can see what revenue is likely to convert and when.

The agreement margin rollup report shows profitability per service agreement — contract revenue against the labor, parts, and subcontractor cost spent servicing it — rolled up across your whole agreement book.

SLA compliance measures how often a contractor meets the response and resolution commitments written into a service level agreement — arriving inside the promised response window and resolving the issue inside the promised resolution window.