The 6 dashboards every electrical service manager needs to see 

Pressure on electrical service managers has never been greater, with larger portfolios, stricter regulations, and customers demanding faster, smarter service. Delivering reliable outcomes while controlling costs has become a daily operational challenge.  

Traditional tools like spreadsheets and manual reporting can no longer keep up. According to Deloitte’s 2025 Power and Utilities Industry Outlook, businesses that embrace real-time operational data consistently outperform their peers, achieving greater resilience, higher profitability, and stronger customer satisfaction.  

Real-time dashboards have become essential. They turn information into actionable insights, empowering managers to schedule smarter, optimise resource use, protect margins, and maintain compliance with confidence.  

To meet these challenges, every electrical service manager needs real-time visibility across their operations. These six dashboards make it possible. 

Why dashboards matter for electrical service teams 

Electrical service delivery is full of details that can throw your day off course. Last-minute schedule changes, unclear job specs, compliance paperwork, and cash flow delays all add up. Even experienced teams can feel the pressure build quickly. 

The work is varied. From fault finding in homes to testing distribution boards in schools or inspecting warehouse systems, each job demands different qualifications, safety checks, and materials. Many teams order parts specifically for each job to avoid the hight cost of holding stock.  

Dashboards provide in-depth visibility into who is available, what is required, what is completed, and what is coming up. This empowers teams to quote faster, plan smarter, and deliver work with confidence.  

PPM Dashboard – For proactive maintenance 

Planned Preventative Maintenance (PPM) is the frontline defence against SLA failures, unplanned downtime, and escalating maintenance costs. Without clear visibility, electrical service teams risk asset failures, unhappy customers, and lost revenue opportunities.  

A live PPM dashboard gives service managers full visibility across scheduled maintenance and compliance tasks. 

With the right PPM dashboard, you can: 

• Track every scheduled and overdue job instantly by site, asset, or engineer, eliminating blind spots that lead to costly callouts.  
• Track PPM compliance instantly and spot issues before they escalate. 
• Align invoicing to completed PPM visits automatically, closing revenue gaps and strengthening cash flow.  

Proactive maintenance is now essential to stay competitive. In a market where clients expect high uptime and regulatory compliance, the ability to pre-empt failures separates leading providers from those at risk.  

Live maintenance dashboards, as demonstrated in Avangrid’s field operations research, deliver faster responses, stronger asset reliability, and greater customer satisfaction. 

WIP Dashboard – For active job visibility 

Work-in-Progress (WIP) is where success or failure takes shape in electrical service management. Without real-time visibility, managers risk delayed projects, spiralling costs, and missed SLA targets.  

A real-time WIP dashboard gives you full oversight of active jobs across all sites, enabling faster decisions that protect profits and keep projects on track. 

With the WIP dashboard, you can: 

• Monitor live job statuses, values, and projected costs, helping you catch risks before they escalate.  
• Forecast resource demand and engineer availability, ensuring you allocate the right people to the right jobs at the right time.  
• Spot early warnings on delayed or over-budget jobs, allowing immediate intervention to prevent financial slippage.  

Up-to-the-minute dashboards have helped businesses cut reporting time by 30% and improve service response efficiency by 20% as demonstrated in the IT Convergence case study.  

Strong WIP visibility enables managers to control profitability, protect service standards, and strengthen long-term customer relationships.  

CRM Dashboard – For customer relationship tracking 

Customer visibility is no longer a sales-only concern. It is now a strategic driver for service success, operational performance, and long-term contract growth.  

Service delivery and contract managers need real-time visibility of active quotes, customer interactions, and service opportunities to protect revenue and strengthen client relationships.  

A CRM dashboard provides a centralised, live view of customer engagement across the business, linking sales opportunities directly to operational delivery.  

With the right CRM dashboard, you can: 

• Track active quotes, customer requests, and follow-up activities to ensure no opportunities are missed.  
• Monitor conversion rates across sales pipelines, identifying where additional support or faster follow-up can drive wins. 
• Spot upsell opportunities by linking historical service data to customer needs, strengthening revenue streams.  
• Strengthen account management, ensuring service teams and sales teams collaborate around shared visibility. 

Smarter relationship management not only improves operational planning, it also builds deeper, more profitable client partnerships over time. 

Real-time CRM dashboards transform client management from reactive to proactive, ensuring service providers stay ahead of customer expectations and market competition.  

Finance Dashboard – For billing and financial trends 

Strong financial visibility is essential for sustainable service delivery. Without real-time insights into billing performance and cash flow, even the best operational teams risk margin erosion, delayed payments, and contract disputes.  

A finance dashboard connects service delivery directly to financial outcomes, providing a live view of revenue trends, billing statuses, and overdue invoices.  

With the right finance dashboard, you can: 

• Monitor billed and unbilled work as it happens, ensuring that completed jobs are invoiced promptly and accurately.  
• Track overdue invoices and outstanding balances, allowing finance teams to prioritise collections and protect cash flow.  
• Analyse revenue by contract, site, or service type, uncovering trends and identifying profitable or underperforming areas.  
• Forecast revenue and cash flow, supporting smarter planning and investment decisions.  

By aligning financial tracking with operational delivery, service managers can protect profitability, avoid billing delays and strengthen their organisations long-term financial health.  

Real-time finance dashboards move financial control from reactive to proactive, giving electrical service businesses a sharper edge in today’s performance-driven market.  

Compliance Dashboard – For staying regulation-ready  

Compliance failures pose substantial financial risk and damage long-term client trust. Missed inspections, expired certifications, and overlooked regulations expose electrical service businesses to costly fines, SLA penalties, lost contracts, and reputational harm.  

For instance, a single missed inspection can result in significant penalties or even the termination of a client contract.  

A live compliance dashboard keeps teams aligned with inspection schedules, certification expiries, and regulatory shifts. This ensures teams remain proactive and consistently audit-ready. 

With the right compliance dashboard, you can: 

• Track upcoming expiries, inspection schedules, and compliance deadlines to minimise non-compliance risks. 
• Spot compliance gaps the moment they appear. 
• Maintain comprehensive audit trails and evidence logs, simplifying regulatory reporting and protecting against client disputes. 
• Align maintenance schedules directly to regulatory standards, embedding compliance seamlessly into everyday workflows. 

Dynamic compliance dashboards shift compliance from a box-ticking chore to a competitive edge. They enhance your ability to differentiate from competitors, build client trust, and maintain profitable, audit-ready operations. This proactive approach safeguards both profitability and reputation in an increasingly regulated market. 

Timesheet Dashboard - For engineer performance  

Operational excellence depends not just on job scheduling, but how effectively engineers perform in the field. Without clear visibility of hours worked, travel time, and job durations, managers risk inefficiencies, rising labour costs, and underutilised resources. 

A real-time timesheet dashboard provides a consolidated view of engineer activity across active jobs, helping service delivery teams track productivity, plan resources, and reward high performance. 

With the right timesheet dashboard, you can:  

• Monitor hours worked per job, per engineer, ensuring actual labour costs align with job budgets.  
• Track travel times and job completion durations, identifying inefficiencies and opportunities to streamline operations.  
• Spot underutilised capacity or excessive overtime, allowing smarter resource allocation and shift planning.  
• Support fair performance reviews and incentive schemes, backed by accurate, live data.  

Real-time visibility over engineer time not only improves operational efficiency. It strengthens cost control, boosts workforce planning, and helps service managers deliver better service outcomes at sustainable margins.  

Timesheet dashboards help managers move from firefighting to strategic resource planning. This creates a critical advantage in a highly competitive service environment. 

Conclusion 

Modern electrical service management demands more than spreadsheets and manual reporting. With expanding portfolios, tightening regulations, and rising customer expectations, real-time visibility has become essential to maintaining performance, compliance, and profitability.  

Dashboards give contract and service managers the power to move from reactive problem-solving to proactive decision-making. Whether tracking PPM compliance, protecting WIP margins, improving customer engagement, or managing audit readiness, live dashboards transform how your teams operate each day. 

Joblogic gives you that control. Our dashboard suite provides real-time insights across maintenance, finance, compliance, workforce management, and customer engagement. It helps your team plan smarter, act faster, and deliver better results.  

Electrical service businesses increasingly rely on electrician software solutions like Joblogic to simplify oversight, improve profitability, and strengthen customer trust through real-time dashboard visibility. Book a free demo today and see how Joblogic can help your business thrive.