Data sets to monitor using your job management software

Written by Modus Operandi

 Data is one of the best business assets for tradies and contractors, and job management software makes it so easy to access...but how do you know what to watch?

As experts in ensuring software solutions are made to suit businesses (and not the other way around!), we’re firm believers in making sure our clients know what’s worth their time.

After all, what’s the point in implementing the latest software feature when it’s only going to see the light of day under very specific, and to be honest rare, circumstances?

Similar thinking can be applied to datasets. The concept of being all-knowing is great, but when push comes to shove, there are only a few areas where the nitty-gritty information matters.

Determining the datasets that matter is up to you and your own business needs, however, we thought it might help if we shared some of our favourite reports from our software partners.

 Data Sets 01



Customer Rank Report: Identify your most important customers by seeing who is generating the most business through ranking of turnover, profit, margin, etc.

Job Completion Report: Pinpoint where business efficiency might be impacted by reviewing the time it takes for staff to reach the different milestones in job completion workflows.

Income Account Summary Report: Understand your business performance on a larger scale by comparing and contrasting your income accounts over an allocated period of time.


Service M8

Weekly Job Summary Report: Keep tabs on the influx of work and income by reviewing how many new jobs, completed jobs and active jobs your business is seeing on a weekly basis.

Average Job Value In The Business Dashboard Report: Monitor the average sale value of completed jobs so you can identify when you should consider updating pricing and services.

First Time Fix Rate In The Business Dashboard Report: Measure the preparedness and overall efficiency of your team by monitoring the first time fix rate for jobs in your business.



Timesheet Summary Report: Ensure your crew are logging hours correctly (or even logging them at all!) by regularly reviewing a summary of the different types of work being recorded.

The Cost Report: Highlight any issues with your job costing process by reviewing how, when and where costs are adding up on any job listed in your system.

The Hazard Report: Make sure staff are following procedure and adhering to industry regulations by reviewing the hazards listed on jobs and steps taken to mitigate them.


Want to cut through the chaos and find the data sets that matter to you?

We’re no strangers to the complexity of the inner workings of job management software, in fact, we’re experts at navigating it!

Modus Operandi is dedicated to helping tradies and contractors implement a software system that works to their business needs, and that includes data analysis and reporting.

Our crew of software specialists would be more than happy to sit down with you and have a chat about the information you’re looking to monitor and the success you want to measure.

To get in touch with our friendly and available crew, all you need to do is give us a call on 1300 446 682 or click here to visit our website.