ServiceLedger White Papers

Dashboard & Information Management Software Made Easy

ServiceLedger allows you to gain insight on your service organization by viewing critical data that can be used to make important business decisions every day. The Dashboard allows you to view the overall health of your organization, identify strengths and weaknesses, and perform analysis to identify trends. ServiceLedger provides the business intelligence you require to increase efficiency and improve profitability.

Click here to watch any of our online demos to see how easy it is to gain insight using ServiceLedger

Key Capabilities

Below you will find information on the most common functions of the Dashboard. If you have any other questions regarding our service dispatching software, please do not hesitate to call us at 940.497.2834 or email us at

Dashboard View

Select between any of the existing graphical or data options available to gain insight on your business, including revenue history, work order/job counts, quote conversions, technician profitability and utilization, and more. The Dashboard view allows you to view data in either graphical or raw data format so that you can easily get to the data you need and is very customizable, allowing you to easily change graphs and view data in different period formats.

Snapshot View

Snapshot views allow you to quickly gain insight on any particular module of ServiceLedger and let you know what needs attention. The Today View lets you see what is going on with your business today, and views like Service, Quotes, and Equipment let you know what is going on with those modules of ServiceLedger. Snapshot view help you know what is going on and make certain nothing falls through the cracks.


ServiceLedger uses Crystal Reports as its report writing engine. ServiceLedger provides over 100 reports, and you can modify or create new reports with a copy of Crystal Reports Professional or hire our report-writing team to create or modify reports for you. Most reports provide you with parameter windows, allowing you to slice, dice, and dig for the information you need within a specified time period. There is no limit on the types of reports you can create with ServiceLedger and a copy of Crystal Reports Professional.

Email Notification

Email notification alerts allow you to define different tags, rules, and events in which email notifications will be sent and allow ServiceLedger to process the email notifications on a defined schedule. In addition to our standard email notifications, it is easy to have us create any custom email notification alerts you require.