Unlock Insights. Optimize Performance.
Managing field teams efficiently is just the beginning—great operations are powered by data. Werksheets empowers teams not only to manage jobs in the field but also to extract valuable insights from every task completed. In this blog, we’ll explore how to use Werksheets to build a performance-driven field service operation using real-time analytics and reporting.
Turn Field Activity into Actionable Data
With Werksheets, every check-in, task completion, and photo submission becomes a data point. Here’s how to leverage those insights:
- Time-Tracking Trends: Identify average job durations, start/end times, and daily productivity patterns.
- Location-Based Metrics: See which areas or zones perform most efficiently or suffer frequent delays.
- Job-Type Analysis: Filter performance by task type, customer, or location to uncover where workflows need adjustment.
Build Custom Dashboards and KPIs
Using custom fields and job tags, you can design dashboards tailored to your operations. Common KPIs include:
- Job completion rates per crew or region
- Response time between task creation and crew arrival
- Repeat visit frequency (helping reduce callbacks)
These insights allow managers to make informed decisions—like where to add training, how to better assign tasks, or which crews are excelling.
Example: Optimizing with Data
Imagine a field utility company using Werksheets to review job logs. Over three months, they notice that jobs in District B take 22% longer on average. A deeper look reveals:
- Poor task routing
- Delayed clock-ins due to unclear instructions
By implementing pre-job briefings and route optimization, the company reduces time per task by 15%.
Closing the Loop: From Insight to Action
Werksheets makes it simple to iterate:
- Track performance with built-in analytics
- Apply changes (like updated SOPs or schedules)
- Monitor improvement over time
Field teams improve faster when they see progress backed by real data—and Werksheets makes that visibility easy.
Start measuring what matters.
Use Werksheets to go beyond managing work—optimize it. Book a demo today to see how.
