Features
Insights
This is your reporting module. Leverage the technology of Microsoft PowerBI, accessible within your Aimsio account, to discover valuable analytics.
Gain valuable business insights
Make smarter, faster decisions based on your data.
Easy and customizable metrics
See KPIs and metrics with one glance.
Be in the know
Increased visibility into your operations.
About Insights
Gain greater control of your business with powerful analytics based on your day-to-day operations
Enjoy a rich experience of viewing all styles of charts and dashboards without leaving Aimsio or requiring a PowerBI license.
Pre-built Aimsio reports with valuable insights
Whether you’re new to PowerBI or an experienced user, Aimsio will start your production account off with 4 pre-built reports:
Overview Report
Unbilled Tickets Report
Revenue Report
Days-to-Invoice Report
Pre-built Aimsio reports with valuable insights
Whether you’re new to PowerBI or an experienced user, Aimsio will start your production account off with 4 pre-built reports:
Overview Report
Unbilled Tickets Report
Revenue Report
Days-to-Invoice Report
Authorize who can see the dashboards
Sometimes you don’t want everyone in the organization to see certain dashboards. No problem! Select the authorized users or roles that will be able to see and manage your dashboards.
Create and customize your reports
- Create you own charts or configure any of the pre-built reports to your preference using a drag-and-drop tool.
- If you don’t have enough experience with PowerBI to build your own but still need a custom chart, you can hire an Aimsio-certified consultant to build the dashboards based on your needs.
This feature is an add-on
Regardless of which product plan you select, this add-on feature will take your operations to the next level.
Other Features
Explore some other features
Take a look at all of Aimsio’s features
Jobs
Create and manage projects in one, accessible hub. Track progress, store documents, and set up mobile users for success in the field.
Tickets
Track and bill field work with Field Tickets, LEMs, or Daily Tickets. Tickets can be connected with other features for ultimate efficiency.
Timesheets
Choose from crew Timesheets for supervisors or individual Timesheets for employees. Timesheets can be submitted for approval.
T&M Estimates
Create and manage quotes for upcoming Jobs. Apply discounts, markups, or bundles and convert awarded Estimates into a Price Book.
Invoices
Convert field Tickets into Invoices or create standalone Invoices. Both Canadian and US tax rates are supported.
Job Performance Reporting
Track profitability in near-realtime by comparing billable and non-billable work against the cost of labor, equipment, and third-party charges.
Integrations
Unlock your full potential with integrations
Integrate your accounting, payroll, or ERP software with Aimsio to make your day-to-day data entry disappear.
Want to see this feature in action?
Get a personalized demo with us to learn more about how this and other features can evolve your field operations.