Equipify.ai

Troubleshooting

Reporting

When dashboards disagree with finance or dispatch—definition alignment, time zones, and grain mismatches first.

Quick answer

Start here

Reporting discrepancies are almost always definition drift: different date fields (created vs completed vs invoiced), different branches, or different grains (work order vs invoice line). Build a metric dictionary and reconcile using the same filters and timestamps.

Issues & fixes

Operations revenue doesn’t match financeAlign on recognition basis and timestamps. Finance often uses posted invoice dates; ops may use completed job dates—both can be “right” simultaneously.Tap to expand steps & related links

Recommended checks

  1. Pick one date definition — Created, scheduled, completed, invoiced—choose explicitly.
  2. Match branch set — Ops views sometimes include test branches.
  3. Align tax handling — Net vs gross splits dashboards.
  4. Compare grain — WO count ≠ invoice count when partial invoices exist.
  5. Publish a reconciliation memo — Lock the definition for the quarter.
Reporting dashboardInvoice follow-upService completionAnalyticsReporting dashboard
Utilization metrics look “impossible”Utilization is sensitive to denominators (available hours) and numerators (billable vs all hours). If denominators ignore PTO or drive time policy, numbers look inflated or depressed.Tap to expand steps & related links

Recommended checks

  1. Read the metric definition — Confirm numerator and denominator precisely.
  2. Check time sources — Timesheets vs GPS vs job clock differ.
  3. Exclude training — Decide if training is productive or excluded—document it.
  4. Segment by role — Apprentices vs leads are not comparable raw.
  5. Trend anomalies — Single-week spikes usually reveal data entry bursts.
Glossary: Technician utilizationDispatch triage & capacityTechnician productivity