Reports
View the Business Dashboard in the ServiceM8 app
Learn how to open and use the Business Dashboard in the ServiceM8 mobile apps.
The Business Dashboard gives you a mobile view of key business metrics, such as revenue, jobs completed, average job value, quote win rate, first time fix rate, returning customer rate, and days to payment.
You can use it when you want a quick snapshot of recent business performance from the ServiceM8 mobile apps.
Before you start
- You need a security role with access to Reports. By default, only the Business Owner security role can access Reports.
- You need an internet connection to load or refresh Business Dashboard values.
Some dashboard metrics only appear when their related feature or add-on is active in your account, such as Job Costing or Customer Feedback.
Open the Business Dashboard
- Open the ServiceM8 app.
- Tap More.
- Tap Business Dashboard.
The dashboard opens with metric cards for the selected reporting period. Each card shows the current value, the previous period value, and a trend indicator.
Change the reporting period
Use the date range selector at the top of the Business Dashboard to switch between Last 7 Days and Last 28 Days.
The current period is compared with the same length previous period. For example, Last 28 Days is compared with the previous 28 days.
Refresh the dashboard
Tap the Refresh button, or pull down on the dashboard, to reload the latest values.
View metric details
Tap the info button on a metric card to see more detail about what the metric means.
If a metric has related help resources, they are shown with the metric details.
Open related jobs from a metric
Some metric cards can open the jobs included in that metric.
If a card supports job drill-in, tap the card or its arrow to open the related job list. From there, tap a job to open its Job card.