Reporting & Business Intelligence

Not dashboards.
Answers.

Most FSM platforms give you reports to interpret. Jerrold gives you interpretations: specific, actionable, in plain English, before you know to ask.

The difference: a dashboard tells you three contracts are below margin. Jerrold tells you which three, why each one is underperforming, and what specifically to do about each of them.

Four reporting views

What Jerrold surfaces. Every view.

87%
Team utilisation
↑ 4% vs last week
34
Jobs today
23 completed
2
SLA at risk
Jerrold flagged
£385
Recovered / engineer
Via route clustering

Live data · Updates automatically · No manual refresh

J
Jerrold · Operations intelligence

“This week: utilisation up 4% to 87%, driven by Jerrold route clustering removing 2.3 hours of wasted travel across the team. The 2 SLA risks are both flagged. Andy is 4 minutes from Job #4821 and should be dispatched now. Marcus has the second covered by 14:30. Both manageable without breach.”

Standard reporting vs Jerrold

What Jerrold does that reports cannot.

Standard FSM reporting

—Shows what happened
—Waits for you to find the problem
—Requires you to know what to look for
—Produces data for you to interpret
—Available when you open the report

Jerrold business intelligence

✓Identifies what needs action before you look
✓Surfaces issues before they become problems
✓Monitors everything simultaneously, continuously
✓Provides interpretation with specific recommended actions
✓Briefs you every morning without being asked
Personalised by role

Different intelligence for different people.

Jerrold’s morning briefing is personalised by role. A planner sees today’s schedule risks. An ops director sees contract performance. A finance director sees margin and cashflow.

Planner

–SLA risks for today
–Diary gaps and fill options
–Engineer utilisation warnings
–Reactive job prioritisation
–Weather disruption handling

Operations Director

–Team performance vs target
–Contract health scoring
–PPM completion rates
–Customer satisfaction signals
–Capacity vs workload forecast

Finance Director

–Revenue vs budget MTD
–Margin per contract
–Contracts below threshold
–Cashflow 30/60/90 day forecast
–PPM vs reactive revenue split

See Jerrold answer a real business question.

In the demo, we ask Jerrold a financial question about your type of operation and show you the response in real time.