8 Workiz Reports Field Service Owners Use Daily (And 3 Workarounds for What's Missing)

Workiz has built a loyal base among locksmiths, garage door, appliance repair, and other small residential-service trades because the dispatch and lead intake modules are genuinely good. The reporting module is the Achilles heel. A 2026 TrustPilot review from a small-shop owner stated it flatly: "reports are non-existent and useless." Another user said "there is no difference in data between leads and clients, it's all the same data which is useless."

"There is no difference in data between leads and clients, it's all the same data which is useless."

• Workiz user, TrustPilot 2026 review

That is an overstatement. Workiz does ship useful reports, and owners who structure their week around them get real value. The core limitation is that anything beyond jobs, sales, timesheets, and inventory requires the paid custom reports add-on. Below are the 8 reports owners are using daily, followed by 3 workarounds for the gaps.

1. Jobs Report

The Jobs report is Workiz's operational core. It filters by job status, assigned tech, creator, tags, type, source, service area, external company, and date range.

Top-performing residential shops run 6 to 8 jobs per tech per day. The Jobs report is how you know whether you hit that number, and it is the first report owners check in the morning.

Workiz lets you drag-and-drop the dashboard layout, so most shops pin this report as a widget. The limitation: Workiz's own help documentation admits there is no native breakdown of profit per job, only revenue.

Text Sully: "jobs completed per tech yesterday, average ticket, and flag anyone below 4 jobs"

2. Sales Report

The Sales report rolls up revenue, invoice value, and payment totals by date range and tech. It is the sibling to the Jobs report and the standard weekly check-in for owners.

Median ticket size varies dramatically by trade: locksmiths run $150 to $300, appliance repair $200 to $450, HVAC service $350 to $850, and HVAC install $3,000 to $8,000 according to 2026 RevAnalysis benchmarks. If your Sales report shows ticket trending down, you have a pricing or an add-on problem, not a volume problem.

Workiz lets you filter by tech, which is how owners spot the senior tech who has stopped selling add-ons.

Text Sully: "revenue per tech this week vs last week, with avg ticket size and flag anyone below their 30-day average"

3. Leads Report

The Leads report filters by lead status, assigned tech, creator, job tag, job type, ad source, service area, external company, and date range. It is where Workiz's lead intake and source attribution live.

Inbound lead close rates should hit 60%+ on phone calls and 15 to 30% on form-fills across residential trades, per WebFX's 2026 home services marketing benchmarks. The Leads report is where you see whether your intake process is losing the call.

The TrustPilot complaint about "no difference between leads and clients" has some merit. In Workiz, once a lead converts, it effectively becomes a customer record and the original lead data gets consolidated. That makes historical source attribution harder than it should be.

Text Sully: "lead close rate by source last 30 days, with average days-to-close and drop-off reasons"

4. Timesheet Report

The Timesheet report shows each tech's logged hours, the jobs those hours were tied to, and the labor cost rolled up. For shops tracking technician productivity, this is the daily check.

The sold-hours ratio (billable time as a percentage of total clock time) should run 70%+ for top techs and 55 to 60% for median performers. Workiz's Timesheet report shows total hours, but a documented gap flagged in multiple 2026 reviews is that it does not separate overtime or billable versus non-billable hours.

That means if you want to know how much of your payroll last week was non-billable (drive time, shop time, wait time), you have to do the math in Excel.

Text Sully: "billable vs non-billable hours per tech last week, with sold-hours ratio"

5. Inventory Report

The Inventory report tracks stock by location, usage, and reorder points across trucks and warehouse. For appliance repair and HVAC shops, this is operationally critical.

Truck stock accuracy is the single biggest driver of same-day completion rate. Every time a tech has to return to the shop for a part, you lose an hour of billable time. Running the Inventory report weekly catches slow-moving SKUs and stockouts before they kill a job.

Most owners discover inventory problems when a tech calls from a job site to say they do not have the part. By then the customer is already annoyed.

Text Sully: "inventory items with zero stock across all trucks, plus any SKU that stocked out more than twice last month"

6. Job Statistics Report

The Job Statistics report is Workiz's business-performance roll-up. It covers jobs completed, jobs canceled, average duration, and revenue trends by category.

Cancellation rates above 10% indicate either scheduling problems or customer-experience problems. The Job Statistics report separates cancellations by reason code, which is the only place in Workiz that surfaces this.

Run this weekly. The owners who ignore it usually discover the cancellation trend three months after it started.

Text Sully: "cancellation rate last 30 days by reason, flag any reason category that is trending up"

7. Custom Fields Report

Workiz allows reporting on custom fields through the paid custom reports add-on. If your business tracks specific job types, property details, or client preferences in custom fields, this is the only way to get them into a report.

Custom fields are where most $1M-$10M shops track the data that actually matters for their business: equipment model numbers, warranty status, commercial vs residential flags, or maintenance-plan tier. If your reporting does not include custom fields, 40% of your operational context is invisible.

This is the single most common reason owners end up on the paid add-on tier.

Text Sully: "list all jobs last quarter where the equipment model is over 15 years old, include customer phone for replacement outreach"

8. Dashboard Widgets

Workiz's homepage dashboard ships over a dozen widgets covering top-performing jobs, top-performing techs, revenue trends, and job status. Owners drag-and-drop to customize which widgets show.

This is the report most owners actually look at daily, because it loads automatically when they log in. The widgets pull from the same underlying data as the full reports.

The limitation is that widgets only show aggregate numbers. You cannot click a widget and drill into the detail. That requires opening the full report, which is when most owners close the tab.

Text Sully: "today's dashboard: revenue vs goal, top 3 techs, most profitable job type, any cancellations or reschedules"

3 Workarounds for What Workiz Cannot Build

1. True profit margin per job

Workiz tracks revenue per job and labor cost per job (through timesheets), but does not roll up materials, truck overhead, or callback visits into a single gross-margin number per job. A 2026 infotech.com review flagged this explicitly: "could be more flexibility in reporting and workflow customization."

Industry benchmarks show top-performing residential shops run 18 to 22% net margin, median closer to 8 to 12%. The difference lives in job-level margin discipline, which Workiz cannot give you natively.

Owners end up exporting to Excel or pushing data to a BI tool. The faster alternative: ask the question by text.

Text Sully: "jobs last month with gross margin under 25% including labor, materials, and any callback visits, by tech"

2. Missed-call and unbooked-lead revenue

Workiz does not integrate missed-call tracking into the reports module. Every owner in 2026 should know the Invoca data: home service businesses miss 27% of inbound calls on average, worth approximately $1,200 per missed call. Over a year, that is $45,000 to $120,000 in unrecovered revenue for the average $1M to $5M contractor.

Call data lives in your phone system, not in Workiz. Closing this gap is why AI missed-call follow-up agents for contractors have become table-stakes for any shop spending on paid search.

Text Sully: "how many calls did we miss last week, estimated revenue loss, and did any of those callers book with a competitor?"

3. Cross-source customer timeline

Workiz stores customer records, but does not merge them with SMS conversations, email threads, review responses, and call logs into a single timeline. If a customer called Monday, texted Wednesday, and booked Friday, Workiz shows you the Friday booking with no context.

This matters most when a tech is heading out on a repeat visit and has no idea the customer already complained about the last tech. Most owners find out after the bad review posts.

A unified customer brain is the foundation of every modern AI agent for contractors. See how to build an AI agent for home services for the architecture, and AI agents for garage door companies for a trade-specific example that maps onto the Workiz user base.

Text Sully: "every interaction with the Martinez household over the last 6 months: calls, texts, emails, and jobs, with timestamps"

Frequently Asked Questions

Does Workiz have revenue-by-tech reports?

Yes. The Sales report rolls up revenue, invoice value, and payment totals by date range and tech. It is the standard weekly check for owners spotting a senior tech who has stopped selling add-ons, filterable by tech in the standard reports module.

Can Workiz track true profit margin per job?

No. Workiz tracks revenue per job and labor cost per job through timesheets, but does not roll up materials, truck overhead, or callback visits into a single gross-margin number. A 2026 infotech.com review explicitly flagged limited flexibility in reporting and workflow customization.

Does Workiz separate billable from non-billable hours?

No. Workiz's Timesheet report shows total hours but does not separate overtime or billable versus non-billable hours. To know how much of payroll last week was drive time, shop time, or wait time, you have to export to Excel and do the math.

What is the paid custom reports add-on for Workiz?

An add-on tier that lets you report on custom fields and build reports outside the standard jobs, sales, timesheets, and inventory set. Most $1M to $10M shops end up on it because custom fields are where they track equipment model numbers, warranty status, and maintenance-plan tier.

What is a good jobs-per-tech-per-day number in Workiz?

Top-performing residential shops run 6 to 8 jobs per tech per day. The Workiz Jobs report is how you track it. If your number is at 4, the cause is usually drive time, truck-stock shortages, or reschedules.

How much revenue do Workiz shops lose to missed calls?

Invoca data pegs home service missed calls at 27 percent of inbound on average, worth approximately $1,200 per missed call. Over a year that is $45,000 to $120,000 in unrecovered revenue for the average $1M to $5M contractor, and Workiz does not integrate missed-call tracking into its reports module.

Why text replaces the dashboard

Workiz is built for fast dispatch and lead intake. The reports do what they do. The TrustPilot reviewer who called them "useless" was wrong about the data and right about the experience. The data is there. The friction of getting to it is high.

Sully connects to your Workiz account, reads the same job, customer, and invoice data through the API, and answers your question by text. You type "revenue per tech this week ranked" and get the answer in 10 seconds. No widget to pin, no custom report add-on to buy, no Excel export to clean up.

For appliance repair, locksmith, garage door, and small residential service shops on Workiz, this is the most direct way to close the reporting gap without migrating to a heavier platform. See AI agents for appliance repair businesses for how trade-specific agents layer on top of Workiz data to do more than answer questions, they also run the follow-up.