Reports on schedule, trends in plain sight.
Builds scheduled management reports, analyzes operational trends, and forecasts future demand and workload from existing jobs. Your managers stop rebuilding the same spreadsheet every month and start the period with the numbers already in front of them.
- Outputs
- PDF, Excel and dashboard, on your schedule
- Works in
- Reports Agent ( Internal)
- Runs on
- Customer 360 and Accounting Software
- Forecasts
- Staffing and stock, from history and booked work
what it is for
The month-end pack nobody wants to build.
Every service business runs on the same handful of numbers: hours booked against hours billed, margin by contract, jobs closed inside SLA, stock consumed. Getting to them usually means exporting from two or three places, pasting the results together and checking the totals twice. By the time the pack is ready the month is a fortnight gone, and the person who built it has done little else that week.
AI Reporting & Forecasting builds those reports on a schedule and sends them to the people who need them, in the format each one works in. It also projects the staffing and stock your booked work implies, using what your own history shows. A projection is not a promise: it follows past patterns and the jobs already on the board, and new contracts or cancellations will move it.
This week’s deliveries
Reports arrive without asking
Margin, labour, quality and SLA reports are built and sent on your schedule, as PDF, Excel or dashboard, to the people you name.
Trends, not just last month
The same measures are tracked across periods, so a cost creeping up or a bottleneck forming shows as a line rather than a surprise at year end.
Staffing and stock projected
It shows what booked work and past patterns imply you will need, and says plainly which part of that is assumption rather than fact.
build the reports
The same pack, built the same way.
A report is only useful if it is the same report every time. The agent builds from your records and your definitions (your KPIs, your periods, your cost lines) so this month can be compared with last month without an argument about method.
Weekly, monthly, by quarter, or the day after a contract period closes. It runs whether or not the person who usually builds the pack is in that week, and it lands in the same format every time.
Your KPIs, your cost lines and your period ends, as your finance team already defines them. The agent does not introduce a measure of its own or quietly change the way an existing one is calculated.
PDF for a board pack, Excel for the person who will work on the figures, and the dashboard for anyone looking between reports. The same underlying numbers sit behind all three.
Where a period still has open jobs or invoices not yet raised, that is stated on the report itself, rather than presenting a part-finished month as though it were a closed one.
Margin by contract
project ahead
What the booked work already implies.
A forecast here is arithmetic on your own history, not a prediction about your market. The agent takes the work already booked, the shape the same weeks showed before, and the hours and parts those jobs have needed in the past.
The hours the scheduled jobs are likely to need, set against the people and hours you actually have, so a week that is going to fall short shows up while there is still time to cover it.
Parts usage on similar past jobs, applied to what is booked, so a consumable that would run out mid-month is visible first. Where a job type has little history, the agent says the projection is thin rather than filling the gap.
It uses the shape your business actually showed, not an industry average. Two winters of data reads very differently from two months, and the report states which of those it is working from.
Every projection names the period it learned from, the booked work it counted and what it has assumed stays the same. A number with no working behind it is not much use to a manager defending a budget.
Next four weeks
where it stops
A projection is not a promise.
The agent is careful about the difference between what happened and what might. Reports are facts drawn from your records. Forecasts are patterns, and the page says so: no certainty implied, and no commitment made on your behalf.
The agent does not grade its own forecasts or publish an accuracy figure. It shows what it learned from and what it assumed, and leaves the weight to give it with the person reading the page.
A contract won or lost, a site handed back, a run of cancellations: any of these change the picture, and until they are in the system the forecast cannot know about them. It projects from what is booked.
A projection is an input to a decision about hiring, overtime or ordering. Approving any of those stays with the manager who owns the budget, and the agent never places an order itself.
Reports read from your records and go to the people you name. Nothing is published outside that list, and changing who receives a report is a decision a person makes, not one the agent applies.
Approved actions
how it works
Four steps, then it hands on.
The same four run on every report. What is measured is stated as fact; what is projected is labelled as a projection.
-
compiles
Assembles comprehensive scheduled reports covering contract margins, labor hours, quality pass rates, and SLA compliance.
-
forecasts
Projects cleaner staffing demand and consumable inventory needs for upcoming weeks based on seasonal patterns and contracts.
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distributes
Dispatches automated reports in PDF, Excel, and dashboard formats to designated leadership and client stakeholders.
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tracks
Tracks multi-period operational trends to highlight rising cost drivers, margin leaks, or operational bottlenecks.
where the line sits
What it handles, and what it hands over.
Some of this is settled fact and some of it is a pattern, and every line on the page says which of the two it is.
| Report | What the agent does | Who finishes it |
|---|---|---|
| Scheduled operational report | Builds it from your definitions and sends it in the format each recipient works in. | Read by managers |
| Margin or cost report | Compiles the figures from your records and shows the trend against earlier periods. | Finance reviews |
| Staffing projection | Sets likely hours against the people you have and marks the weeks that fall short. | Operations manager |
| Stock projection | Estimates usage from similar past jobs and flags what will run low. It orders nothing. | Purchasing decides |
| Period with open jobs | Publishes with the gap stated on the page, rather than a tidy total that is not yet true. | Finance closes |
| Anything it cannot place | Where the history is too thin to project from, it says so instead of producing a number. | Named owner |
you set
Before it runs its first job, three things come from you.
- Distribution schedule (weekly, monthly, quarterly) and stakeholder recipient groups.
- Historical operational and financial data baseline.
- Custom KPI definitions for margin, quality, and retention tracking.
None of it is a data migration. It reads the Reports Agent ( Internal) records you already keep.
stays with your team
Forecasts project trends from historical patterns and confirmed contract schedules. Unforeseen market shifts, sudden client cancellations, or new major contract wins will adjust baseline figures.
A forecast arrives with the history it used, the booked work it counted and the assumptions it made, so you can argue with it properly.
rollout
Start with one report.
Most teams do not switch every action on at once, and nothing here requires it. The usual order:
Watch first
Point it at a report your team already builds by hand and run both for a month. You compare the two before anybody relies on the new one.
Then the schedule
Let it send that one report on time, to the people who already receive it, while the rest of the pack stays exactly as it is.
Then the forecasts
Turn on staffing first and read it beside what actually happened for a few cycles, then add stock. Either can be switched back off.
works with
What it runs on, and what it hands to.
read next
Where the numbers come from.
before you switch it on
What teams ask about AI reporting & forecasting.
Only inside the rules you set. Anything outside them - listed under "you set" above - goes to a named person on your team, with the record attached. There is no state where it silently makes a judgement call you have not already approved.
Days, not months. It reads from the records you already keep in Reports Agent ( Internal), so there is no separate data migration or new system for your team to learn before it can start.
Yes, instantly, and every action it took stays on the record so you can see exactly what it did and reverse it. Turning it off does not remove or hide anything it has already written.
No. It takes the routine, repeatable part of the job off their desk so they spend their time on the exceptions and judgement calls that actually need a person - the work listed under "stays with your team" above.
AI reporting & forecasting runs on your Reports Agent ( Internal) records, alongside Customer 360 and Accounting Software, so nothing needs re-keying between systems.
We do not publish an accuracy figure, because it would depend on your data rather than on us. The forecast follows past patterns and the work already booked, so it is strongest where you have a long history and a stable contract base. New contracts, cancellations and one-off projects will move it, and it says so on the page.
The reports work from the first period you record. Forecasts need enough history for a pattern to exist, so a full cycle of your seasonality is the realistic point, and more is better. Below that the agent still projects, but marks the projection as thin rather than presenting it with the same weight as a settled figure.
It uses your definitions. Your cost lines, your overhead treatment and your period ends are set up once and then applied the same way every time. The agent does not introduce a measure of its own, so the pack it produces should reconcile with the one your finance team builds today, line for line.
See it on your own numbers.
Book a demo
We will build one of your existing reports from your own records, and run a forecast beside your actuals.
Book a demoSee the other nine
AI reporting & forecasting is one of ten agents on one job record, from first enquiry to paid invoice.
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The field service system underneath: scheduling, work orders, assets, invoicing and the field app.
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