Know your numbers before your competition.

The reports every generator service owner actually needs. Revenue by customer, tech utilization, first-time fix rate, PM compliance, quote win rate, AR aging. Every dimension your spreadsheet would take 3 hours to build — available in one click with date range filters.

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Key features

Revenue reports

By customer, by tech, by WO type, by equipment category. Monthly trend charts. Gross margin tracking per customer.

Tech utilization

Billable hours / total hours per tech. Identifies underutilized techs and overworked ones. Weekly bar chart visualization.

First-time fix rate

Percentage of repair WOs completed without a return visit within 30 days. Industry benchmark. Track by tech to identify training needs.

Quote win rate

By rep, by customer type, by deal size. Average time to close. Pipeline value by stage. Know your sales funnel health.

PM compliance rate

Percentage of PMs completed within their due window. Per customer, per tech. Required for contract renewals and AHJ audits.

AR aging detail

Current, 30, 60, 90, 90+ buckets. Click to drill into the invoices. Export to Excel for collection work.

What it gets you

Answer "how are we doing?" in seconds, not days
Board-ready reports without hiring an analyst
Identify unprofitable customers before you lose money servicing them
Spot underperforming techs with data, not gut feel
Track progress toward annual revenue goals in real time
Export everything to Excel for deeper analysis

Real-world use cases

Built from the ground up for generator service operators.

Monthly owner review

Monday morning: owner runs revenue-by-customer report, tech-utilization report, AR aging. Knows exactly who to call, who to thank, who to fire — all before coffee.

Quote win-rate deep dive

Owner notices win rates dropping. Drills into quote data by customer type, sees healthcare winning 71% but commercial winning 44%. Refocuses sales team.

PM contract renewal

Customer's service contract comes up for renewal. Owner pulls 12-month PM compliance report, shows 100% on-time completion, justifies a 7% price increase.

Frequently asked

Can I export reports to Excel or PDF?

Yes. Every report has an export button. Excel for raw data, PDF for board meetings.

Are the reports real-time?

Yes. Reports query live data. No nightly batch jobs, no stale numbers.

Can I build custom reports?

Enterprise tier includes custom report builder. Core and Pro get 20+ pre-built reports that cover 95% of needs.

Is there benchmarking against other companies?

Enterprise tier includes anonymized industry benchmarks — compare your PM compliance rate, tech utilization, and revenue-per-tech against industry medians.

Ready to see it live?

Start your free 14-day trial — no credit card required. Full Enterprise features included.

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