Profit per job, not just revenue
Every work order carries labor, materials, and equipment cost against what was invoiced, so you see margin by job type, technician, and business unit — and which install crews are quietly underwater.
Field service reporting
Done-For-You Power BI Dashboards for HVAC and Field Service Companies
Job profitability, technician utilization, first-time-fix rate, average ticket, and callbacks in one view built on ServiceTitan, Housecall Pro, Jobber, FieldEdge, or QuickBooks data. A senior US-based engineer builds it and keeps it refreshing. Most builds in 3–5 business days.
Representative dashboard — sample data
The gap between busy and profitable
A full dispatch board is not the same as a profitable month
Most owners can tell you how many jobs ran yesterday and cannot tell you which of them made money. That is exactly the gap done-for-you Power BI for HVAC and field service companies closes: your platform knows every work order, every technician hour, and every invoice, but the answers — profit per job, billable efficiency per tech, first-time-fix rate, callback rate, average ticket, membership revenue — are scattered across canned reports and exports.
We build one model over your field service software and QuickBooks that joins revenue to labor, materials, and marketing cost, so an HVAC, plumbing, or electrical service business sees where the margin actually comes from. Companies get a dashboard that is current every morning, without anyone pasting spreadsheets.
What we build for field service operations
- Job & work-order profitability
- Technician utilization
- First-time-fix rate
- Average ticket
- Membership & agreement revenue
- Callback rate
- Marketing cost per booked call
Try us risk-free for 4 hours
Buy a block of prepaid Flex hours and, if you're unhappy within the first 4 hours, we refund you in full — no questions asked. Hours are deducted only for work you've reviewed and approved, there's no project minimum, and your banked hours never expire.
Why shops call us
Reporting that answers owner questions
You send the request; a senior engineer models your jobs, hours, and dollars around how a service business actually runs.
Technician utilization & efficiency
Billable hours against paid hours per tech, sold-hour efficiency on flat-rate work, and average ticket by technician — the numbers behind coaching conversations and performance pay.
First-time fix & callbacks
First-time-fix rate and callback rate tracked by technician, job type, and equipment, so quality problems show up as a trend you can act on instead of an angry phone call.
Membership & agreement revenue
Service-agreement counts, renewal rates, and the recurring revenue they generate — plus how members compare to one-time customers on ticket size and callbacks.
Dispatch & marketing metrics
Booked-call conversion, jobs per truck per day, and marketing cost per booked call by source — so the dispatch board and the ad budget are judged on the same numbers as the P&L.
What makes a service job profitable?
Four things decide it: what the call was sold for, the hours it actually took, what the materials and equipment cost, and whether a truck had to roll twice. A profitability model has to carry all four — invoiced revenue, technician time at loaded cost, purchase costs, and callback linkage — or it will flatter big-ticket installs that quietly ran over on labor.
Owners are often surprised by what emerges. Demand service at a strong average ticket can out-earn installs once install labor overruns are counted, and a membership base that discounts every visit can still be the most profitable segment because of what it feeds the replacement pipeline. Those conclusions only appear when jobs, hours, and dollars sit in one model with consistent definitions — see Power BI dashboard development for how we build it.
Field service software reports vs the Power BI version
Here is where the canned reporting in a field service platform stops and where the dashboard we build picks up — the same jobs and invoices, made historical, comparable, and joined to cost.
| Question the owner asks | Where the answer hides today | Power BI dashboard version |
|---|---|---|
| Which jobs made money? | Revenue in the platform, cost in QuickBooks and supplier invoices | Margin per job and work order after labor, materials, and equipment |
| Who are my best techs? | Timesheets, sold hours, and gut feel | Utilization, billable efficiency, average ticket, and callback rate per tech |
| Are callbacks getting worse? | Return visits logged as new jobs | Callback and first-time-fix rate trended by tech, job type, and equipment |
| Is the membership program working? | An agreement count, without renewal or revenue context | Agreement revenue, renewal rate, and member vs non-member behavior |
| Which marketing actually books calls? | Ad platform dashboards that stop at the click | Cost per booked call and revenue per source, end to end |
| How busy will next week be? | Today's dispatch board | Booked-call conversion, jobs per truck per day, and capacity trend |
Where does the data come from?
Jobs, work orders, technician hours, invoices, memberships, and call sources come from your field service software — ServiceTitan, Housecall Pro, Jobber, FieldEdge, and similar platforms — via their API or scheduled exports. Smaller crews running Jobber can start from our Jobber Power BI dashboard page, which covers that platform's GraphQL API and its request-to-quote-to-job-to-visit data shape in detail. Job costing and the ledger side usually come from QuickBooks, and anything else, like commission plans or budgets, can come from spreadsheets.
To be direct about it: these platforms differ a lot in what they expose, and some plans gate API access. We confirm the exact connection method for your system in the scope estimate before any hours are used, so there are no surprises mid-build. Once connected, we configure scheduled refresh in the Power BI service — Microsoft's documentation on data refresh in Power BI (opens in new tab) describes the mechanism — so the numbers are current each morning without anyone exporting a thing.
What does it cost, and how fast?
You buy prepaid Flex hours that never expire: Starter 20h at $125/hr ($2,500), Growth 40h at $115/hr ($4,600), or Power 80h at $100/hr ($8,000). A first job-profitability and technician-scorecard build typically fits inside one block, and most builds ship in 3–5 business days once you approve the scope estimate.
Traditional Power BI firms charge $175–250/hr, set project minimums, want $10K+ to start, let unused hours expire, and don't begin for 4–6 weeks. Flex Support is $100–125/hr, no minimums, banked hours that never expire, and a start this week. Hours deduct only for approved work. See how prepaid Flex hours work, or our affordable Power BI consulting page for the full comparison. Contractors running project work in Procore can start from the Procore Power BI dashboard build. Contractors running ServiceTitan can start from our custom ServiceTitan Power BI dashboard page.
Who is this for?
Owners, general managers, and operations leaders at HVAC, plumbing, electrical, and other trades businesses without an in-house analyst. If your work is project-based construction rather than service calls, see Power BI for construction; if you already have a report that's broken, slow, or untrusted, our Power BI troubleshooting service repairs it from the same hours.
The ideal fit is a shop of roughly five to fifty trucks — big enough that job costing and tech scorecards are a real monthly chore, small enough that a dedicated data hire is hard to justify. It also suits multi-location operators who want every branch measured the same way. Contact is form-only — send your request and we'll reply with a scope estimate.
Dashboards we build for the trades
- Job & work-order margin
- Technician scorecards
- First-time-fix & callback trend
- Membership & agreement revenue
- Marketing cost per booked call
3–5
business days, typical
Prepaid
hours, never expire
You
own everything
A first job-costing build usually fits inside one Flex block, and hours deduct only for work you approve. See Flex pricing →
How it works
From work orders to owner-ready numbers
- 1
Send your request
Tell us your field service platform, how you cost jobs, and which KPIs matter most. We reply with a scope and hours estimate — including the confirmed connection method — before any work begins. Hours deduct only for builds you approve.
- 2
We model & build
A senior US-based engineer joins jobs, hours, and dollars into one model, writes the measures for margin, utilization, first-time fix, and callbacks, and reconciles totals to your system — typically 3–5 business days.
- 3
Publish & maintain
We publish to your workspace, set scheduled refresh so figures are current each morning, and hand over the model and credentials. You own everything; we keep it healthy from your banked hours.
Representative perspective
We ran forty calls a day and honestly could not say which job types made money. Seeing margin per job with labor and materials attached changed how we price installs and what we send each crew to.Owner, residential HVAC and plumbing company
Representative perspective
Tech scorecards used to be a monthly spreadsheet fight. Now utilization, average ticket, and callbacks per tech are just there every morning, and the coaching conversations start from the same numbers.General manager, multi-branch electrical service business
Find out which jobs actually make money
Tell us your field service platform and the questions you want answered. We'll scope the task and tell you the hours before any work begins — drawn from prepaid Flex hours that never expire, with no project minimums and no obligation.
FAQ
Questions from owners and operators
ServiceTitan, Housecall Pro, Jobber, FieldEdge, and most other field service platforms, via their API or scheduled exports, alongside QuickBooks and spreadsheets. Platforms differ in what they expose, so we confirm the exact connection method for your system in the scope estimate before any hours are used.
Yes. We join revenue from your field service software with labor, materials, and equipment cost so each job and work order carries a margin, then roll it up by technician, job type, business unit, and marketing source. That is usually the first build owners ask for.
Yes. We configure scheduled refresh in the Power BI service so the numbers are current each morning without anyone exporting or pasting anything. Refresh frequency depends on how your platform delivers data, which we confirm during scoping.
No. We are an independent, Microsoft-certified consultancy. We are not affiliated with or endorsed by ServiceTitan, Housecall Pro, Jobber, FieldEdge, or Microsoft; we simply build Power BI reporting on the data those products hold for you.
Yes. Many clients arrive with a report someone built that no longer refreshes, runs slowly, or shows numbers nobody trusts. We diagnose it, quote the repair in hours before starting, and fix it from the same prepaid Flex hours — see our troubleshooting service for how that works.
Book a free demo
Get senior Power BI help, on demand
Tell us the task. We scope it, you approve, and a senior consultant delivers — typically in 3–5 business days. Prepaid hours that never expire.
- Prepaid hours from $100/hour — and they never expire
- Senior-led delivery — 20+ years on the Microsoft platform
- Typical 3–5 business day turnaround
- Full refund if you’re unhappy in your first 4 hours
The fastest way to reach us is the form — tell us the task and we'll reply within one business day.