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Pre-launch · in testing — WorkSmartOS MaintenanceOS is not commercially generally available yet.

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Reports & Analytics

Use built-in reports to track repair performance, contractor KPIs, compliance status, and portfolio health.

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•WorkSmartOS Team

Reports & Analytics

MaintenanceOS provides a comprehensive reporting suite to help you monitor performance, prove compliance, and make data-driven decisions.

Dashboard Overview

Home → Dashboard shows real-time KPIs:

  • • Open repairs by status
  • • SLA compliance (response / resolution)
  • • Safety latches triggered (24h / 7d / 30d)
  • • Contractor utilisation
  • • Compliance alerts (gas, EPC, fire, HMO)
  • • Tenant satisfaction trend

Customise: Drag to reorder, hide/show widgets, set date range.

Core Reports

1. Repair Performance

Reports → Repair Performance

MetricDescriptionTarget

First Response TimeTriaged → Acknowledged< 4 hours (standard)

Resolution TimeTriaged → Completed< 3 days (standard)

First-Time Fix RateCompleted on first visit> 80%

SLA Compliance% within target> 95%

Re-open RateClosed → Reopened within 7d< 5%

Filters: Date range, property, category, contractor, priority, safety latch.

2. Contractor Performance

Reports → Contractor Performance

Per contractor:

  • • Jobs completed (period)
  • • First-time fix rate
  • • Average response / resolution time
  • • Quote accuracy (quoted vs actual)
  • • Tenant satisfaction score
  • • Compliance status (certs, insurance)
  • • Revenue (if billing integrated)

Benchmark: Compare against portfolio average.

3. Compliance Dashboard

Reports → Compliance

Tenant SatisfactionPost-repair survey (1–5)> 4.2

AreaStatusCountAction

Gas SafetyCurrent / Expiring / Overdue45 / 3 / 2Schedule

EPC / MEESCompliant / Exempt / Non-compliant48 / 2 / 0Plan

Fire Risk AssessmentCurrent / Due / Overdue40 / 5 / 5Assess

HMO LicencesCurrent / Expiring / Overdue8 / 1 / 0Renew

One-click: Schedule, Create Task, Email Contractor.

4. Financial Reports

Reports → Financial

  • • Spend by category (plumbing, electrical, etc.)
  • • Spend by property / portfolio
  • • Spend by contractor
  • • Quote vs actual variance
  • • Emergency vs planned spend ratio
  • • Budget vs actual (if budgets set per property)

Export to CSV for accounting integration.

5. Portfolio Health

Reports → Portfolio Health

Composite score per property:

  • • Compliance % (gas, EPC, fire, HMO)
  • • Repair backlog (open > SLA)
  • • Tenant satisfaction
  • • Contractor coverage (trades available locally)
  • • Capital expenditure forecast (EPC improvements, major works)

Custom Reports

Reports → Custom → New Report

1. Select data source (Repairs, Contractors, Properties, Compliance, Tenants)

2. Choose columns

3. Add filters, grouping, sorting

4. Save as template

5. Schedule email delivery (daily/weekly/monthly)

Scheduled Reports

Pre-built scheduled reports:

  • • Daily: Open repairs, safety latches, overdue compliance
  • • Weekly: Contractor performance, SLA compliance, tenant satisfaction
  • • Monthly: Financial summary, portfolio health, compliance forecast
  • • Quarterly: Board pack (PDF with commentary)

Configure recipients per report.

API Access

For BI tools (Power BI, Tableau, Looker):

  • • REST API at `/api/v1/reports`
  • • Authentication: API key (Settings → Integrations)
  • • Rate limit: 100 requests/minute
  • • Data freshness: Near real-time (5-min cache)

Data Export

All reports exportable:

  • • CSV — Raw data for Excel/BI
  • • PDF — Formatted for board packs
  • • XLSX — With charts/formatting
  • • JSON — For API consumers

Audit-Ready Exports

Reports → Audit Exports:

  • • Gas safety certificate register
  • • Fire risk assessment register
  • • HMO licence register
  • • Contractor compliance register
  • • Repair audit trail (full history)
  • • Safety latch register

Formatted for regulator / insurer / auditor requests.

Next Steps

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Pre-launch documentation. Features and workflows may change before general availability.

Contractor CertsCurrent / Expiring / Expired120 / 5 / 2Chase