# Field Service Reports: Game Plan + PM Status | OpsLight

Canonical: https://opslight.app/reports/

> Real samples of the 4 reports OpsLight ships: 7am Game Plan, Friday digest, monthly property-manager status, quarterly capex. Built for service trades.

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OpsLight reports

# Field service reports: the four emails that replace your dashboard.

By Altin Sall · Tend the Tech · Updated 2026-05-19

Every legacy FSM platform's centerpiece is a real-time dispatcher dashboard, a screen the owner is supposed to stare at all day. OpsLight inverts that. Every report pulls from the work-order data your technicians already log via SMS, no separate technician app, no dispatcher dashboard. Instead of one screen you live inside, you get four emails: the 7am Game Plan, the Friday digest, the 1st-of-the-month property-manager status, the quarterly capex review. Same KPIs (average ticket, cycle time, gross margin, supplement recovery, crew hours), email cadence instead of a screen.

Report 1: Live now

## What's in the daily 7am Game Plan email?

One page. Owner reads it over coffee. Active jobs ranked by start time, crew assignments, urgent intake from overnight, the week-ahead view, anything flagged for owner decision.

**From:** OpsLight <digest@opslight.app>

**To:** dave@larsen-restoration.com

**Subject:** Game Plan · Tuesday May 19 · 5 active jobs · 2 urgent overnight

**URGENT FROM OVERNIGHT (2)**

• 2:47am · Alacrity dispatch · Cat 3 sewage backup · 1240 Hayes St · contacted homeowner 3:01am · SLA green

• 5:12am · Voicemail · Contractor Connection · roof leak commercial property · awaiting your dispatch decision

**TODAY'S ACTIVE JOBS (5, ranked by start)**

07:30 · Eddie · J-1248 · 412 Elm · dishwasher loss day 4 · monitoring + dehu check

08:00 · Marco · J-1251 · Civic Center tower · structural drying day 2

09:30 · Phil · J-1253 · 88 Maple · mold containment setup

13:00 · Eddie · J-1248 · 412 Elm · second visit · psychrometric readings

14:30 · NEW from overnight · 1240 Hayes · who is going?

**FLAGGED FOR YOUR DECISION (3)**

1. Supplement denied $2,400 on J-1240: pushback memo drafted, review at opslight.app/r/sup-1240

2. PM-014 (Westin Hospitality) requested next monthly status be branded "Q2 Property Operations Summary" instead of "Monthly Status". Confirm wording?

3. Dehu #14 has been at 412 Elm for 9 days, past 7-day threshold. Still needed?

**WEEK AHEAD (Wed-Sun)**

5 jobs landing Wed-Thu · 1 large fire-loss intake expected Fri (Sedgwick assignment) · 2 PMs requesting site visits

Owner reads this in 3 minutes. Forwards the active-jobs section to the lead tech's group text. Replies to 2 flagged decisions inline. Done before 7:15.

Report 2: Live now

## Friday weekly digest: every call, every dispatch, every job.

Lands at 4pm Friday. The thing one OpsLight customer said was the first time in nine years he'd seen his own business at a glance.

**Subject:** Week of May 13-19 · 47 intakes · 23 jobs closed · $48,200 invoiced

**INTAKE THIS WEEK** · 47 total

By channel: voicemail 18 · SMS 14 · email 9 · form 6

By urgency: emergency 3 · high 12 · medium 21 · low/info 11

By trade fit: in-scope 41 · out-of-scope/referred 6

**JOBS CLOSED** · 23 jobs · $48,200 invoiced

Average ticket: $2,096 · Median: $1,840

Cycle time avg: 6.3 days from intake to close

Supplement recovery this week: $4,800 of $5,200 filed (92%)

**CREW HOURS**

Eddie · 42 hrs (5 OT) · Marco · 38 hrs · Phil · 40 hrs · Mateo · 36 hrs

**FLAGS FOR THE OWNER**

• 2 supplements still awaiting carrier response >14 days · push-back drafts ready

• 4 PM accounts: monthly status emails draft ready for review (sending May 31)

• 1 equipment piece outside 7-day threshold (LGR dehu #14 at 412 Elm)

Report 3: Live now

## Monthly property-manager status: 1st of every month.

For commercial-PM-heavy shops, this report alone justifies OpsLight. Templated on your letterhead. Auto-drafted from the Sheet. Owner reviews each one in 30-60 seconds. Sends.

**To:** lauren.hayes@coastalpm.com

**Subject:** Larsen Restoration · April Property Operations Summary · Civic Center tower

Lauren,

Here's the April summary for the Civic Center tower portfolio. Two losses opened, one closed, all under control. Full detail below.

Work performed this month

- J-1240 · 4/3-4/12 · Cat 2 water loss south lobby · scope $8,400 · supplement $2,200 recovered · CLOSED

- J-1248 · 4/15-ongoing · Cat 2 water loss south lobby same building, different unit · structural drying day 9 · projected close 5/4

- Scheduled maintenance · 4/22 · post-loss inspection of 17th floor IT closet · no findings · documented

Equipment currently on-site at Civic Center tower

- 3 × LGR dehumidifier · 4 × air mover · 1 × HEPA scrubber · all tagged + monitored

- Daily psychrometric readings logged through 4/30 (attached as separate document)

Recommendations for May

- Pre-emptive moisture-meter inspection of 16th floor IT closet given proximity to the 17th-floor loss source

- Recommend updating the building's emergency-contact list. 3 vendors on file are inactive (separate email coming with the list)

Any questions, reply here or call the office. Thanks for the continued partnership.

Dave Larsen · Larsen Restoration & Drying · (408) 555-0182

The PM gets one of these per property they manage, on the 1st, every month, like clockwork. Vendor-of-record retention is what these reports do. Owners we work with report PM retention rates above 95% within 6 months of OpsLight launch.

Report 4: Q3 2026 roadmap

## Quarterly capex review.

Shipping Q3 2026. For shops with significant equipment investment (restoration, HVAC, landscaping). Aggregates the year-to-date data into a quarterly capex summary: equipment usage, recurring-service compliance, year-ahead capital recommendations.

If quarterly capex reporting is critical for your shop NOW, the daily Game Plan + weekly digest already capture most of the data points. Manually rolling them up to quarterly is a 30-min spreadsheet exercise. Drop the founding-cohort form on [the founding cohort page](https://opslight.app/founding-cohort/) with this as your operational pain. Your vote moves Q3 2026 features up the priority list.

CSV exports

## Raw data into your accounting system.

The Sheet is your system of record. But your accountant doesn't read Sheets. They read QuickBooks. OpsLight ships CSV export endpoints formatted for direct import into:

- **QuickBooks Online**: invoices, time-tracking, projects

- **Zoho Books**: same set, Zoho-schema-mapped

- **Xero**: invoices + customers

- **FreshBooks**: invoices + clients

Export anytime via a token-gated URL. Your bookkeeper gets a fresh CSV every Friday afternoon, runs the import wizard, done.

Common questions

## What people ask about OpsLight reports.

### What reports does OpsLight generate?

Four standard reports ship out of the box: daily Game Plan (7am), Friday weekly digest, monthly PM-status emails on the 1st, and quarterly capex review (Q3 2026). All auto-drafted from your Google Sheet. You review, you send (or auto-send for the PM-status emails on contract-customer accounts).

### How does the daily Game Plan email work?

At 7am every day, OpsLight emails the owner a one-page summary: active jobs ranked by start time, crew assignments, urgent intake from overnight, week-ahead view, flagged decisions. Print it, forward it, or run the morning meeting straight off it.

### Can OpsLight generate monthly status emails for property managers?

Yes. This is the highest-value report for commercial-PM-heavy shops. On the 1st of every month, OpsLight assembles each PM account's monthly summary: visits performed, parts replaced, filter changes, refrigerant readings, recommendations for next month, contract-compliance status. Templated on your letterhead. Owner reviews each in 30-60 seconds, sends.

### Are the reports customizable per trade?

Yes, configured during install for your trade's terminology and your accounts' preferences. HVAC adds filter changes + refrigerant readings. Plumbing adds backflow + code-trigger observations. Restoration adds psychrometric readings + drying-day count. Painting adds color codes + warranty status. Same schema underneath, different surface.

### Can I get raw data exports for accounting and QuickBooks?

Yes. Token-gated CSV exports for invoices, time-tracking, and projects, formatted for direct import into QuickBooks Online, Zoho Books, Xero, or FreshBooks. Plus the Google Sheet itself is CSV-exportable in one click. Your data stays in your Drive. We don't gatekeep extraction.

### What's NOT included in the standard reports?

No real-time dashboard. We intentionally don't build one because the email cadence IS the dashboard. No multi-warehouse inventory reports (not OpsLight's shape, see [/inventory/](https://opslight.app/inventory/)). No marketing-attribution reports. No deep KPI dashboards (roadmap Q3 2026). No payroll integration reports (export to your payroll system instead).

## Want to see these reports configured for your trade?

20 minutes on a call. We'll draft a mock daily Game Plan + monthly PM status for your specific operation. You review the format. We adjust. No commitment.

[Apply to the founding cohort](https://opslight.app/founding-cohort/)
[Try the live AI intake demo](https://opslight.app/try/)