Tepia builds custom field service reporting and KPI dashboards that pull data from your dispatch platform, call tracking, GPS telematics, payroll and accounting into one PostgreSQL warehouse with agreed metric definitions. Owners, managers, dispatchers and technicians each get a view built for the decisions they make, on the web or on a phone.
A dashboard is only useful when everyone agrees what each number means and trusts where it came from.
Tepia writes down how each KPI is calculated, such as what counts as a callback, so the owner and the service manager see the same number.
Read: Data Analytics and Dashboards
Tepia builds a weekly owner view, a daily operations view, a live dispatch board and a scorecard technicians check on their phones.
Read: ServiceTitan Integration and Custom App Development
Dispatch, call tracking, GPS, payroll and accounting data land in one warehouse, ending the Monday ritual of merging spreadsheets.
Read: Automated Reporting and Data Export Development
When a metric crosses a threshold, like close rate dropping for a branch, the right manager gets a message with the jobs behind it.
Research Tepia keeps in mind when scoping reporting and analytics for field service companies.
MuleSoft's Connectivity Benchmark Report found only about 28 percent of enterprise apps are connected, so field data sits in silos.
McKinsey Global Institute estimated workers spend nearly 20 percent of the workweek looking for internal information.
Tepia clients report about a 20 percent revenue increase after adding mobile, a change dashboards like these help measure.
Most field service owners already have reports. The trouble is that the numbers disagree. The dispatch platform says first time fix is 82 percent, the service manager’s spreadsheet says 74, and nobody can explain the gap because each one defines a return visit differently. Call tracking sits in one tool, GPS drive time in another, payroll hours in a third, and revenue lands in QuickBooks a week later. Tepia starts reporting projects by agreeing on definitions, because a beautiful chart of a disputed number changes nothing.
The second problem is timing. Weekly exports tell you what went wrong last week, after the customers have already called back angry. Field service runs on daily and even hour by hour decisions: which technician to send, which estimates to chase, which branch needs help before Friday. Tepia designs dashboards around those decisions and refreshes data on the cadence each decision needs.
The third is audience. A technician does not need the owner’s view, and the owner does not need the dispatcher’s live board. Each role gets a small set of numbers it can actually influence.
Tepia documents every metric in a shared glossary before building any chart. A typical starting set for a residential and light commercial contractor looks like this:
| KPI | Definition we agree on | Source systems | Who watches it |
|---|---|---|---|
| First time fix rate | Repair jobs completed without a return visit for the same equipment within 30 days | Dispatch platform | Service manager |
| Callback rate | Return visits at no charge as a share of completed jobs | Dispatch platform | Service manager and technicians |
| Estimate close rate | Accepted estimates divided by estimates presented, by tech and job type | Dispatch or estimating app | Sales manager |
| Booking rate | Inbound service calls that become booked jobs | Call tracking and dispatch | Call center lead |
| Drive time share | Hours driving as a share of paid hours | GPS telematics and payroll | Operations manager |
| Membership conversion | Non member jobs where a plan was sold | Dispatch and agreement data | Owner and sales manager |
| Response time compliance | Commercial calls answered on site within contract terms | Dispatch and contract data | Commercial account manager |
Your list will differ. The point is that each line has one owner, one definition and one source, which Tepia enforces in code rather than in a slide.
Tepia designs reporting as a set of views rather than one giant screen:
Scorecards matter more than most owners expect. When technicians can see their own numbers daily, coaching conversations become shorter and more specific.
Tepia builds a pipeline that extracts data incrementally from your sources: field service platforms such as ServiceTitan, Jobber or Housecall Pro through their APIs, call tracking tools, telematics providers such as Samsara, payroll systems and QuickBooks or NetSuite. The data lands in a PostgreSQL warehouse on AWS, Azure or GCP, where documented transformations apply the agreed definitions. Dashboards are built as a React web app with mobile views, or embedded in a BI tool such as Power BI if your team already uses one. Our data analytics and dashboards and data integration and ETL pages cover the engineering in more depth, and our ServiceTitan integration page explains extracts from that platform.
Tepia applies the six phase process to analytics work, with a US based project manager holding the metric glossary and the delivery plan.
Discovery typically takes 1 to 3 months, development and QA 2 to 6 months, and launch about a month. Read our process.
If you run one system, its built in reports answer your questions, and your managers trust them, Tepia will advise you to keep using them. Custom reporting earns its place when data lives in several systems, when definitions are disputed, when you need role specific views or alerts, or when commercial clients expect scorecards. A practical first step is often a single owner view built on two or three sources, which proves the definitions before Tepia adds more systems and roles. Browse our work or contact Tepia to start with your current reports.
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