Reports

Overdue PMs

Lists all preventive maintenance schedules that are past due.

• Use for: Identifying maintenance that needs immediate attention
• Shows: Asset, PM type, due date, days overdue
• Actions: Click to generate work order directly from report

Failed Inspections

Lists inspections with one or more failed items.

• Use for: Tracking defects that need repair
• Shows: Asset, inspection date, failed items, work order status
• Filter by: Date range, asset type

PM Compliance

Shows on-time vs. late PM completion rates.

• Use for: Measuring maintenance program effectiveness
• Shows: Total PMs, on-time %, late %, compliance trend
• Goal: Keep on-time completion above 90%

Open Work Orders

Lists all work orders that are not yet complete.

• Use for: Managing workload and identifying stuck jobs
• Shows: Work order, asset, status, age, assigned technician
• Filter by: Status, priority, technician

Frequent Issues

Identifies the most common inspection failures and repair types.

• Use for: Spotting patterns and systemic issues
• Shows: Issue type, frequency, affected assets
• Insight: High-frequency items may indicate fleet-wide problems

Revenue by Customer

Shows total revenue generated from each customer.

• Use for: Identifying top customers and revenue distribution
• Shows: Customer name, invoice count, total revenue
• Filter by: Date range

Technician Performance

Tracks labor hours and revenue by technician.

• Use for: Measuring productivity and workload balance
• Shows: Technician, hours worked, labor revenue, jobs completed
• Insight: Compare efficiency across team members

Parts & Labor Margin

Analyzes profit margins on parts and labor.

• Use for: Understanding profitability by category
• Shows: Parts cost vs. price, labor cost vs. billed, margin %
• Goal: Ensure healthy margins on both parts and labor

Cost per Vehicle

Shows total maintenance cost for each asset.

• Use for: Identifying high-cost assets and replacement candidates
• Shows: Asset, total cost, parts cost, labor cost, work order count
• Filter by: Date range, asset type

Warranty Recovery

Tracks warranty work and recovery amounts.

• Use for: Monitoring warranty claims and recovery rate
• Shows: Warranty WOs, claimed amount, recovered amount, pending claims
• Insight: Ensure you're recovering warranty costs from vendors

AR Aging

Shows outstanding invoices grouped by age.

• Use for: Managing collections and cash flow
• Shows: Invoices by 0-30, 31-60, 61-90, 90+ day buckets
• Action: Focus collection efforts on oldest invoices

Payment History

Lists all payments received in a date range.

• Use for: Reconciliation and cash flow tracking
• Shows: Payment date, customer, invoice, amount, method
• Filter by: Date range, payment method

Invoice Summary

Overview of invoices by status and period.

• Use for: Understanding billing volume and status
• Shows: Total invoiced, paid, outstanding, voided by period
• Filter by: Date range

Fuel Efficiency

Tracks MPG trends across your fleet (requires telematics integration).

• Use for: Identifying fuel waste and efficiency improvements
• Shows: Asset, MPG, fuel cost, trend over time
• Requires: Connected telematics (Samsara, Motive, or Geotab)

TCO Analytics

Total Cost of Ownership analysis for each asset.

• Use for: Lifecycle cost analysis and replacement planning
• Shows: Purchase price, depreciation, maintenance, fuel, total TCO
• Insight: Compare cost per mile across your fleet

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