KaryaFlowA CLEARER VIEW OF THE WORK
Field service reporting software
KaryaFlow brings collections, technician activity and attendance into focused reports. See what needs attention, check the records and give your team a clear next step.
- Separate money collected from amounts still due
- Review technician activity by date
- Export records for review and follow-up
For Indian service-centre owners and office teams.
THE COLLECTION PICTURE
- ADemo OfficesJob 1041 · Received₹20,000Approved
- BDemo ClinicJob 1042 · Received₹4,800Awaiting approval
- CDemo StoresJob 1043 · Not received₹9,200Still due
FROM RECORDS TO FOLLOW-UP
Field service reports that help you decide what to do next
At the end of a busy day, a total rarely tells the whole story. Start with the question you need to answer, then review the relevant people, jobs and payment records.
Know what came in. Know what is still due.
Filter collection records by date, customer, job, employee or payment method. Review the amount, status and reference so the office can find the right person or service call to follow up.
A payment awaiting approval needs an office review. An unpaid amount needs a collection follow-up. KaryaFlow keeps those measures distinct.
Plan your daily owner reviewTWO DIFFERENT NEXT STEPS
Approval-pending money is part of collected money. Count it once.
Understand the work behind each count.
Review technician assignments, visit activity, attendance and your team's configured work statuses. Use the daily-job report when you need to see job counts across individual days.
A job assigned last week may finish this week. Check the date basis before comparing assignments with completed work, and consider each technician's working days and job type.
| Technician | Assigned | Days present |
|---|---|---|
| A Anil | 12 | 6 |
| M Meera | 10 | 5 |
| R Ravi | 8 | 4 |
Take the right records into the next conversation.
Choose your collection-report filters and columns, preview the result and export it to Excel or PDF. Send the relevant records to the person handling reconciliation or follow-up.
Daily-job reports also support Excel and PDF. Attendance reports support Excel exports, so your office can review the period in a spreadsheet.
See how file exports fit your office workflowSELECTED COLUMNS
KEEP THE CONTEXT CLOSE
Useful reports begin with connected work records.
The office needs an overview. The technician needs the job details. Keep both connected so a number leads back to work your team understands.
BEFORE YOU CHOOSE
Questions about field service reporting
Understand the report, its date range and the next action before relying on a total.
What is field service reporting software?
Field service reporting software brings job, technician and payment records together so a service business can review its operations. KaryaFlow provides collection, technician activity, daily-job and attendance reports to help the office identify what needs follow-up.
Which reports can I review in KaryaFlow?
You can review collections and amounts due, technician assignments and visit activity, daily job counts and attendance. Use the relevant date range and filters to focus on the records you need. Technician reports also include the work statuses configured for your team.
Is a collection awaiting approval the same as money still due?
No. In KaryaFlow's collection report, an amount awaiting approval is already part of the collected amount. An amount still due has not been collected. Review approval-pending collections separately, and do not add them to the collected total again.
Can I export field service reports to Excel or PDF?
Collection reports and daily-job reports support Excel and PDF exports. For collection reports, you can choose filters and columns and preview the export. Attendance reports support Excel export. Available export options depend on the report and your access permissions.
Why can completed jobs differ from jobs assigned in the same period?
A technician can complete a job this week that the office assigned last week. KaryaFlow's technician reports distinguish assignment dates, activity during a period and current work status. Check the date basis and the records behind the counts before treating completed divided by assigned as a completion rate.
Is an operational report the same as a customer service report?
An operational report helps the office review activity across jobs, employees or collections. A customer service report or completion sheet records the work on one visit. KaryaFlow supports both, and each serves a different purpose.
SEE IT WITH YOUR WORKFLOW
Make the next review easier to act on.
See how KaryaFlow brings collection records, technician activity and report exports into your service team's working day.
₹99 per active user/month · Minimum 2 users · GST extra