Field service reporting software that speaks plain English
Describe the report you need in plain language and Forz builds the filter for you. Custom dashboards, smart lists, and saved views keep your job, invoice, and estimate numbers one glance away.
The problem with the old way
Month-end spreadsheet archaeology
Pulling numbers means exporting CSVs, rebuilding pivot tables, and hoping nobody changed a job status since Friday. The report is stale before the meeting starts.
Cash questions you can't answer fast
Which invoices are overdue? What's accepted but not yet billed? When the answer is scattered across five screens, problems compound for weeks before anyone notices.
Reports gated behind one person
If only one person knows how to write filter queries, every question waits in their queue — and most questions never get asked at all.
How reporting & dashboards works in Forz
Widget-based custom dashboards
Build multiple dashboards from charts, counters, lists, and tables — one for dispatch, one for billing, one for the owner — instead of squeezing everyone onto a single fixed overview.
Layouts that fit how you work
Arrange each dashboard in two, three, or four columns, or add a left or right sidebar — then set a default dashboard so the numbers you watch load first every morning.
Plain-language report filters
Describe a report — "all overdue invoices over $500" — and Forz's AI writes the filter query for you. If the syntax fails, Forz regenerates it automatically; you can also write or fine-tune filters by hand.
Reports on the records that matter
Build custom reports on customers, jobs, estimates, and invoices, and choose exactly which columns appear — the report shows what you asked for and nothing else.
CSV and PDF export
Export any custom report to CSV for deeper analysis or to PDF for sharing — month-end numbers leave Forz in the format the recipient expects.
Smart lists and saved views
Forz includes smart lists and saved views, so the lists your team checks every day stay within reach instead of being rebuilt from scratch each time.
Popular with these industries
Frequently asked questions
Describe the report you want in plain language — for example, "all overdue invoices over $500" — and Forz's AI generates the filter query behind it. If the generated syntax has an error, Forz regenerates it automatically, and you can always write or adjust filters manually. Reports run on four record types — customers, jobs, estimates, and invoices — with configurable columns, and every report exports to CSV or PDF.
Yes. Forz supports multiple custom dashboards, each assembled from widgets — charts, counters, lists, and tables — arranged in two-, three-, or four-column layouts or with a left or right sidebar. A dispatcher can keep a board focused on jobs while the office watches invoices and estimates, and you set a default dashboard so the view you rely on opens first.
It's included. Dashboards, custom reports, smart lists, and saved views come with every Forz plan — $50 per user per month on an annual plan, or $60 month-to-month — with no per-module add-on fees. Free migration and a dedicated onboarding specialist are included, and month-to-month billing means there's no lock-in.
See reporting & dashboards in action
Get a personalized demo and watch how it works on your real workflows — in 15 minutes.