Our client provides nationwide engineering maintenance services. They use Joblogic, a comprehensive field service management software, to track activity. In this blog we talk about Integrating Joblogic with Power BI.
Field Management Software
Field service management software improves efficiency, productivity, and customer satisfaction of businesses. It helps them plan, schedule, invoice. Field service businesses, include plumbers, electricians, HVAC technicians, and landscapers.
Some of the UK brands that compete with Joblogic are:
Deciding the Architecture
The first step was to integrate the data sources to Azure SQL. Joblogic provided the majority of the data, and we extracted the rest from spreadsheets.
We and the client documented out the rules for the data. The rules were hard because of different contracts and incentives.
We transformed and modelled the data within Power BI to create a cohesive dataset. We used it for reporting and analysis.
Power BI offered the flexibility to create dashboards and reports tailored to meet the specific needs. This included KPI tracking, service request analysis, technician performance metrics, and more.
We showed the benefit of our solution and continued to develop other solutions to support the client.
We progressed to look at adding more sources into data warehouse. These included van tracking, HR system integration and customer analysis.
Analysis and Reports
We were able to provide more reports and analysis with the new data sources. These included:
- Incorporating on call data
- Visits vs Cost Analysis
- Timesheet vs Vehicle movements
- Heat map of customers and customer locations
- HR Reports
The integration of Joblogic with Power BI brought significant benefits.
Improved Payroll Process
Our solution made the work easier, more accurate, and less painful in the payroll process.
With real-time access to data and trends, our client could make informed decisions.
Understanding of the business data allowed the business to review its operations. This improved efficiency lead to a reduce response times and increased customer satisfaction.
Integrating Joblogic with Power BI gave the client real time access to data. This improved the payroll process. Enabling them make smart choices, please their customers, and work better.
Contact us if you want to find out more or discuss references from our clients.
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Blog Posted by David Laws